Direct Purchase vs. All slide content and descriptions are owned by their creators. Compute your Monthly Investible Surplus! Distributor Mode. FINANCIAL PLANNING 101 The Basics: Susan Schayes M.D Assistant Professor-CT Family Medicine, Emory University School of Medicine IAFP 2002 * Learning objectives The ... – A free PowerPoint PPT presentation (displayed as a Flash slide show) on PowerShow.com - id: 46c4cf-MWNhY If so, share your PPT presentation slides online with PowerShow.com. Be careful in choosing a financial planner!Hire a fee-based financial planner, not one who charges a percentage of your portfolioChoose a financial planner who has NO vested interest in selling select products to you (There are few noted financial planning firms in India that act as distributors for ULIPs, endowment plans, mutual funds etc. Progamming, Published April 13, 2013 in CrystalGraphics 3D Character Slides for PowerPoint, - CrystalGraphics 3D Character Slides for PowerPoint. Our new CrystalGraphics Chart and Diagram Slides for PowerPoint is a collection of over 1000 impressively designed data-driven chart and editable diagram s guaranteed to impress any audience. For example: In case your liabilities exceed assets, create goals to improve assets. This financial PowerPoint was specifically designed to be a professional financial management tool. Postponing Repayment: Deferment & Forbearance. Execute the plan by identifying the appropriate investment avenues that suit your risk appetite and goals! Which MF should you go for?Invests in GoI and other bondsLow risk low returnsHighly liquid fundsEntry Modes: Direct Purchase, SIPTop Funds: Performance in these funds does not drastically change across housesBalanced investment between equity and debt (60%- 40%)Medium Risk, Medium ReturnsEntry Modes: Direct Purchase, SIP Top Funds: HDFC balance, HDFC Prudence etc.Invests in particular sector or follows a unique investment approachGenerally High RiskEntry Modes: Direct Purchase, SIP etc.Top Funds: ICICI FMCG Fund, Advisory series funds, UTI Infrastructure fund etc.Invests in equity (stocks)High risk, high returnsEntry Modes: ELSS, Direct Purchase, SIP etc.Top Funds: HDFC Equity, HDFC Top 200, Franklin India Blue-chip, DSP Blackrock equity etc. The fund house is generous!Recent performances are the benchmarks!SIPs score over lump sum investingInvesting in n number of funds reduces risk!No entry load & no exit load! Implementing the plan means you are putting your plan to work! 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