Financial Planning is a service where we chalk out a roadmap for your financial life. We study your current financial life and based on that we suggest how you should plan for your financial goals and save money for it. This exercise is more of data driven process. The financial plan is delivered within next 15 working days . What you get ? 1. Life Insurane , Health Insurance 2. Emergency Fund Planning 3. Current Portfolio Analysis 4. Asset Allocation 5. Cash Flow/Networth Clarity 6. Financial Ratio’s Analysis 7. Four Additional Goals Planning

1. Overview
Financial Planning
Service
designed by : jagoinvestor.com

2. We Say
Having a Financial Plan is
always less Expensive than
NOT having a financial plan
- Team Jagoinvestor

3. Because… with no Financial Plan
 You experiment with your hard earned money
 End up buying financial products which you may not need
 End up trying to living a good financial life instead of actually
living one.
 Stop Playing 100% in your financial life
 All you do is worry about your finances and do fire fighting.

4. Three Stages of your financial life
Life Insurance, Health
Assurance Insurance and
Emergency Fund
Accumulation
Buy Right Products to
accumulate wealth
Distribution
Helps you meet your
financial goals

5. Your Financial Plan will contain
 Your Strengths and Weaknesses  Investible Surplus
 Cash Flow Statement  Asset Allocation
 Allocation of Money to Your
 Networth Statement
Financial Goals
 Current Mutual Fund, ULIP and
 Retirement Planning
insurance policies analysis
 Life Insurance  Your new portfolio
 Health Insurance  WILL and nomination Information
 Emergency Fund  Results you created through
Financial planning

6. Flow of Financial Planning Service
Pay the Fee
Invitation to
Submit Data
join Review
Sheet
Program
Free financial
Financial Plan
calculators
Prepared and
and
delivered
Templates

7. What you can expect from this exercise of basic
financial planning
1. Pick the Right Direction in your Financial Life
2. It gives you a strong starting point
3. Helps you to become a disciplined investor
4. Gives you analysis of your current financial products that you own
5. Everything in your financial life gets on purpose
6. Helps you with Product selection
7. Clarity about your financial goals and how to achieve them
8. You get some basic financial calculators, Budget Sheet and Some
Templates

8. Online Project Management Software Snapshot

9. Sample Financial Plan

14. Schedule a call to know more
Mail to : nandish@jagoinvestor.com
Thank You
Jagoinvestor.com