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Page 1: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may
Page 2: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Financial Planning

Dharmesh C Timbadia, CFPCM

A continuous process through which a planner helps his client to achieve his life goalsThese goals may be:•Retirement Planning•Children Education•Tax Planning•Liability Management•Insurance needs & Analysis, etc..

Page 3: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Financial Planning

Dharmesh C Timbadia, CFPCM

Page 4: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Financial Planning

Dharmesh C Timbadia, CFPCM

Page 5: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Retirement Planning?

Dharmesh C Timbadia, CFPCM

Page 6: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Why Retirement Planning???

Dharmesh C Timbadia, CFPCM

Page 7: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Questions People face…

Dharmesh C Timbadia, CFPCM

Page 8: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Wealth Creation

Dharmesh C Timbadia, CFPCM

Page 9: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Principles of Building Wealth

Dharmesh C Timbadia, CFPCM

Page 10: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

The Simplified Maze……

Dharmesh C Timbadia, CFPCM

Page 11: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Challenges

Dharmesh C Timbadia, CFPCM

Page 12: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

The Simplified Maze……

Dharmesh C Timbadia, CFPCM

Page 13: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Case Study - Inflation

Dharmesh C Timbadia, CFPCM

Page 14: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

FP and Investment Planning

Dharmesh C Timbadia, CFPCM

Page 15: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Asset Classes

Dharmesh C Timbadia, CFPCM

Page 16: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

FP and Insurance Planning

Dharmesh C Timbadia, CFPCM

Page 17: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Human Life Value

Dharmesh C Timbadia, CFPCM

Page 18: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Calculation..

Dharmesh C Timbadia, CFPCM

Page 19: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Types of Plans..

Dharmesh C Timbadia, CFPCM

Page 20: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

TAX Planning and FP

Dharmesh C Timbadia, CFPCM

Page 21: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

I want to Buy a Car

Dharmesh C Timbadia, CFPCM

Page 22: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Cost of Ownership

Dharmesh C Timbadia, CFPCM

Page 23: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Force Theory of Money

Dharmesh C Timbadia, CFPCM

Page 24: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

What is Better??

Dharmesh C Timbadia, CFPCM

Page 25: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Retire at 60!!

Dharmesh C Timbadia, CFPCM

Page 26: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Retire at 50!!

Dharmesh C Timbadia, CFPCM

Page 27: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Retire at 65!!

Dharmesh C Timbadia, CFPCM

Page 28: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Dharmesh C Timbadia, CFPCM

Page 29: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may

Website to Visit

Dharmesh C Timbadia, CFPCM

For Financial Awareness:www.moneycontrol.comwww.njfundz.comwww.bseindia.com

For Financial Planning:Dharmesh C TimbadiaCERTIFIED FINANCIAL PLANNER CM

(M/s. Parshwa Consultancy)9321149200 / 9822149200.www.parshwaconsultancy.njfundz.comdharmeshCFP@gmail.com , [email protected]

http://www.moneycontrol.com/
http://www.njfundz.com/
http://www.bseindia.com/
http://www.parshwaconsultancy.njfundz.com/
http://www.parshwaconsultancy.njfundz.com/
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]

Conservation Leadership Programme: Final Report …...2017/08/31  · 1. Kulbhushansingh Suryawanshi 2. Rishi Sharma 3. Radhika Timbadia 4. Ajay Bijoor 5. Kalzang Gurmet Contact address:

Scanned by CamScanner · 2019. 4. 12. · SHAH SIMRAN DHARMESH SHAII

ALPHA 21264 Introduction I- Stream ALPHA 21264 Introduction I- Stream Dharmesh Parikh

Dharmesh Enterprises Pvt. Ltd. · About Us Established in the year 2003, at Mumbai, (Maharashtra, India), we, “Dharmesh Enterprises Pvt. Ltd.”, are a reliable Trader, Distributor,

Dharmesh Mahajan Refinery Coprocessing Options for

PROF. DHARMESH VARADE · PROF. DHARMESH VARADE SCHOOL OF ENGINEERING AND APPLIED SCIENCE AHMEDABAD UNIVERSITY HIGHLY COMPETENT CLAY BASED NANOCOMPOSITE MATERIALS FOR CATALYTIC APPLICATION

 · jainam doshi akshat khettry aade mehta lokest lodh raj pandya harsh timbadia arya tiwary animesh sharma ... ujjwal sharma abhishek roy md umar aryan sharma

Bos2012 dharmesh-shah

ENTERPRISE CLOUD DEVELOPMENT CollabNet TeamForge Git Integration Dharmesh Sheta CollabNet Engineering Office Potsdam, Germany History Protection 1.How

Presentation by Dharmesh Jain on CREDAI CSR Initiatives & Awards

Dharmesh Shah, What I learned in a decade at Hubspot, BoS USA 2016

Leanconf 2014: Lean Marketplaces By Dharmesh Raithatha

Dharmesh Shah - June 2010

Automatically generated PDF from existing images.Rahul Timbadia Director . 35th Annual Report 2010-2011 Since Mr. Ramesh Nandkishore Khanna is a past promoter Of the Company and has

32 Dharmesh Gupta - IPL-Source of Entertainment or Money

LETTER OF OFFER · This Letter of Offer is being sent to you as an Equity Shareholder(s) of Drillco Metal Carbides Limited ... Mr. Rahul Timbadia (“Acquirer”) Residence: Sandeep,

Dharmesh Patel +44 (0)7968 369 266 [email protected] Friday, 06 February 2009 MPUG London Chapter

Nerve 2012-dharmesh-shah

D.N.DEVANI (ELECTRICAL) By:- DHARMESH N. DEVANI. Electrical Machines DC Machines AC Machines D.N.DEVANI (ELECTRICAL)

Smart Grid Funding Outlook – VC Perspective Dharmesh Thakker Vice President Advanced Technology Ventures (ATV Capital) [email protected]

Import Export Tools In Divine ERP Submitted by: Ketan B. Muliya External Guide: Mr. Dharmesh Sagpariya…

Inspiring quotes from Seth Godin, Chris Brogan, Dharmesh

DHARMESH GOEL S FINANCIAL NEWS 18.6.pdf · DHARMESH GOEL’S Courtesy of Dharmesh Goel, CLU, LUTCF, MBA Dharmesh Goel, CLU, LUTCF, MBA Financial Adviser 2001 Butterfield Road, Suite

What Did Dharmesh Shah Focus On During His INBOUND 2014 Keynote? (SlideShare)

Dharmesh Mahajan Refinery Coprocessing Options for ... · th, 2019March 132nd EU-India Conference on Advanced Biofuels, New Delhi Dharmesh Mahajan Honeywell UOP . Agenda 1 ... RTP

Boneheads Restaurant Dharmesh Patel R3builder West Coast Fixtures 081914

Reporting with Project 2007 Dharmesh Patel Project Server Engineer Microsoft

SEO 101: Search Engine Optimization Basics - Dharmesh Shah

Dharmesh Shah Interview: Midday Hot Property

Dharmesh Enterprises Pvt. Ltd., Mumbai, Hot Air Welding Guns

Dharmesh Patel Prachi Gajre Champa patel There are two categories of energy. Non – Renewable

Mitral valve tee2013(dr dharmesh)

Dharmesh varmora ceramic report

Kalyan Pamarthy & Dharmesh Patel, Google Cloud Healthcare · 2020. 12. 1. · Kalyan Pamarthy & Dharmesh Patel, Google Cloud Healthcare. 2 About us Kalyan Pamarthy Product Manager

Automated Capacity Planning and Support for Enterprise Applications Dharmesh Thakkar School of Computing, Queen’s University, Canada