Family Solution - Financial Planning

We believe that :

· Financial literacy is not taught at school.

· Nor is it common sense. It requires systematic understanding

The session we wish to conduct is of about One Hour and comprises of following :

“Screening of One Idiot Movie “ Directed by Amol Gupte, Director of “ Taare Zameen Par & Stanley ka Dabba ", Produced by The IDFC Foundation. The You Tube link is given below for your preview :

https://www.youtube.com/watch?v=vU1l1TB7G

Understanding the concept of Savings & Investments with interesting games(T Puzzle & Pyramid Game )

Understand the concept of "Power of Compounding". "Compound interest is the Eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it"…. Albert Einstein

Play "Dil Ke Ameer" : Just How Far Will You Go for the Things You Love!

How to Save Taxes & get your Wealth to Grow !

Interactive Session / Questions & Answers

Mr. Neeraj Jain ,Mr. Tejpal Singh Chhina

Office address:

M/s Gaindamull Hemraj Financial Services.

Corporate Office : 326, Sector 21-A

Faridabad - 121001.

Tel: + 91129 - 4042200, 4042300.

Email: fbd@gmhrfinancial.in

Name

Your answer

Date Of Birth

MM

/

DD

/

YYYY

Gender

Male

Female

Required

Marital Status

Single

Married

Mobile No.

Your answer

Email_Id

Your answer

Address

Your answer

Occupation

Your answer

No. Of Children

Your answer

1st Child Name

Your answer

1st Child Age

Your answer

1st Child Plan For

Education

Marriage

In how many years will you need money for education?

Your answer

If you had to fund this education today, how much would you need?

Your answer

What is your expected inflation rate?

Your answer

What are the annual return you expect on your investments?

Your answer

Do you have any initial amount to invest now towards a's education? (This can include tagging exiting investments with SIPKartOnline toward this goal.)

Your answer

In how many years will you need money for a's marriage?

Your answer

If this marriage were to happen today, how much would you spend?

Your answer

What is your expected inflation rate?

Your answer

What are the annual returns you expect on your investments?

Your answer

Do you have any initial amount to invest now towards a's marriage? (This can include tagging existing investments with SIPKartOnline toward this goal.)

Your answer

2nd Child Name

Your answer

2nd Child Age

Your answer

2nd Child Plan For

Education

Marriage

In how many years will you need money for education?

Your answer

If you had to fund this education today, how much would you need?

Your answer

What is your expected inflation rate?

Your answer

What are the annual return you expect on your investments?

Your answer

Do you have any initial amount to invest now towards a's education? (This can include tagging exiting investments with SIPKartOnline toward this goal.)

Your answer

In how many years will you need money for a's marriage?

Your answer

If this marriage were to happen today, how much would you spend?

Your answer

What is your expected inflation rate?

Your answer

What are the annual returns you expect on your investments?

Your answer

Do you have any initial amount to invest now towards a's marriage? (This can include tagging existing investments with SIPKartOnline toward this goal.)

Your answer

Financial Planning For

Retirement

Car

Home

Vacation

At what age do you plan to retire?

Your answer

Till what age do you want to plan for? (Life Expectancy)

Your answer

If you were to retire today, how much would be your monthly expenses?

Your answer

What is your expected inflation rate?

Your answer

what are the annual return you expect on your investments?

Your answer

Do you have any initial amount to invest now towards your retirements? (This can include tagging exiting investments with SIPKartOnline toward this goal.)

Your answer

At what rate do you expect your investments to grow post retirement?

Your answer

In how many years do you plan to buy a car?

Your answer

If you were to buy this car today, how much would it cost?

Your answer

What is your expected inflation rate?

Your answer

What are the annual return you expect an your investments?

Your answer

Do you have any initial amount to invest now towards this goal?(This can include tagging exiting investments with SIPKartOnline toward this goal.)

Your answer

In how many years do you plan to buy a house?

Your answer

If you were to buy this house today, how much would it cost?

Your answer

What is your expected inflation rate?

Your answer

What are the annual return you expect on your investments?

Your answer

Do you have any initial amount to invest now towards this goal? (This can include tagging exiting investments with SIPKartOnline toward this goal.)

Your answer

In how many years do you plan to go on your dream vacation?

Your answer

If you were to take this vacation today, how much would it cost?

Your answer

What is your expected inflation rate?

Your answer

what are the annual return you expect on your investments?

Your answer

Do you have any initial amount to invest now towards this goal? (This can include tagging exiting investments with SIPKartOnline toward this goal.)

Your answer