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16 Reasons why Financial Struggle Starts..
(आर्थिक संघर्ि सुरु होण्याची 10 कारणे …)
1. Heavy Loan (भारी कर्ज)
2. Unexpected expenses (अचानक येणारे अनपेक्षित खचज)
3. Heavy hospital bills (हॉस्पिटलची भारी क्षिले)
5. No / Wrong Investment (चुकीची गुुंतवणूक /
शून्य गुुंतवणूक)
6. Not sure how to save tax
(कर कसे वाचवायचे हे माक्षहत नाही)
7. No Financial knowledge & trust
(कोणतेही आक्षथजक ज्ञान आक्षण क्षवश्वास नाही)
8. Lack of Money Management
(पैशाच्या व्यवस्थापनाचा अभाव)
9. No time to think about Wealth Creation
(सुंपत्ती वाढीचा क्षवचार करण्यासाठी वेळ नाही )
10. Investments not sufficient to meet life goals
(र्ीवनाची उद्दीष्टे पूणज करण्यासाठी क
े लेली गुुंतवणूक पुरेशी नाही)
11. Child Higher Education Expense
मुलाुंच्या उच्च क्षशिणासाठी लागणार खचज
12. Inflation (वाढती महागाई)
13. No Financial Direction / Guidance (कोणतेही आक्षथजक मागजदशजन न
सणे)
14. Future Financial Security (भक्षवष्यातील आक्षथजक सुरिा)
15. No Proper Budgeting
खचाजवर क्षनयुंत्रण नसल्यामुळे भरपूर पगार असूनही मागे
काही क्षशल्लक ना राहणे
16. Retirement नुंतरची काळर्ी
Benefits of Financial Planning -
1. Secured Life
2. Systematic Wealth Creation (आलेले पैसे सुरक्षित
क्षठकाणी गुुंतवून त्याची वाढ होणे)
3. Improves financial decision making capability.
(आक्षथजक क्षनणजय घेण्याची िमता सुधारते.)
4. Keeps your Investment up to date
with current situation.
(माक
े ट सोित इन्व्हेस्टमेंट अपडेटेड राहते )
5. Improved money saving / spending habits.
(पैशाची िचत / खचज करण्याच्या सवयी सुधार होते )
Benefits of Financial Planning -
1. 1st Consultation worth Rs.3000 FREE !
2. In a Year 1:1 Knowledgeable Sessions
3. Reminder on Implementations
4. Lifetime Product Support
5. Practice Brainstorming Exercises
6. Customized Services in one Roof
7. Online Portfolio Tracking & many more…..
Steps of Financial Planning -
1. Customized Financial Planning
2. Cashflow Management
3. Investment Planning
4. Loan Management
5. Insurance, Mutual Funds & Direct Equity - IPO
6. Tax Planning
7. Wealth Creation & Management
8. Personal & Career Counselling
9. Child Higher Education & Marriage
10. Retirement Planning
11. Money Psychology & many more…
Our Mission:
To Make 10000+ People Financially stable & Growing by 2025
About Us-
Invest n Rich LLP, Manik Colony, PCMC Link Road,
Near Chinchwadgaon Bus Stop Pune – 411033
Mobile – 9511850397 / 9881994281
Website – www.investnrich.com
Thank you

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Why Financial Planning Important

  • 1. 16 Reasons why Financial Struggle Starts.. (आर्थिक संघर्ि सुरु होण्याची 10 कारणे …) 1. Heavy Loan (भारी कर्ज) 2. Unexpected expenses (अचानक येणारे अनपेक्षित खचज) 3. Heavy hospital bills (हॉस्पिटलची भारी क्षिले) 5. No / Wrong Investment (चुकीची गुुंतवणूक / शून्य गुुंतवणूक) 6. Not sure how to save tax (कर कसे वाचवायचे हे माक्षहत नाही) 7. No Financial knowledge & trust (कोणतेही आक्षथजक ज्ञान आक्षण क्षवश्वास नाही)
  • 2. 8. Lack of Money Management (पैशाच्या व्यवस्थापनाचा अभाव) 9. No time to think about Wealth Creation (सुंपत्ती वाढीचा क्षवचार करण्यासाठी वेळ नाही ) 10. Investments not sufficient to meet life goals (र्ीवनाची उद्दीष्टे पूणज करण्यासाठी क े लेली गुुंतवणूक पुरेशी नाही) 11. Child Higher Education Expense मुलाुंच्या उच्च क्षशिणासाठी लागणार खचज 12. Inflation (वाढती महागाई) 13. No Financial Direction / Guidance (कोणतेही आक्षथजक मागजदशजन न सणे) 14. Future Financial Security (भक्षवष्यातील आक्षथजक सुरिा)
  • 3. 15. No Proper Budgeting खचाजवर क्षनयुंत्रण नसल्यामुळे भरपूर पगार असूनही मागे काही क्षशल्लक ना राहणे 16. Retirement नुंतरची काळर्ी
  • 4. Benefits of Financial Planning - 1. Secured Life 2. Systematic Wealth Creation (आलेले पैसे सुरक्षित क्षठकाणी गुुंतवून त्याची वाढ होणे) 3. Improves financial decision making capability. (आक्षथजक क्षनणजय घेण्याची िमता सुधारते.) 4. Keeps your Investment up to date with current situation. (माक े ट सोित इन्व्हेस्टमेंट अपडेटेड राहते ) 5. Improved money saving / spending habits. (पैशाची िचत / खचज करण्याच्या सवयी सुधार होते )
  • 5. Benefits of Financial Planning - 1. 1st Consultation worth Rs.3000 FREE ! 2. In a Year 1:1 Knowledgeable Sessions 3. Reminder on Implementations 4. Lifetime Product Support 5. Practice Brainstorming Exercises 6. Customized Services in one Roof 7. Online Portfolio Tracking & many more…..
  • 6. Steps of Financial Planning - 1. Customized Financial Planning 2. Cashflow Management 3. Investment Planning 4. Loan Management 5. Insurance, Mutual Funds & Direct Equity - IPO 6. Tax Planning 7. Wealth Creation & Management 8. Personal & Career Counselling 9. Child Higher Education & Marriage 10. Retirement Planning 11. Money Psychology & many more…
  • 7. Our Mission: To Make 10000+ People Financially stable & Growing by 2025 About Us- Invest n Rich LLP, Manik Colony, PCMC Link Road, Near Chinchwadgaon Bus Stop Pune – 411033 Mobile – 9511850397 / 9881994281 Website – www.investnrich.com