Health Check - Financial Life Planning
Have you enough life insurance that is a multiple of your annual income to provide for your family in your unfortunate absence?
Do you have any medical insurance cover to take care of your medical expenses as well as compensate for your loss of income ?
Do you have an emergency fund of at least six months of living expenses ?
Do you know your monthly expenses bill?
Do you save and invest at least 20% of your monthly income?
Do you increase your savings in proportion to your rising income?
Do you save and invest beyond the tax-saving investments every year ?
Do you have a mix of investments across cash, equity and debt ?
Do you review your investments periodically?
Have you quantified your lifes financial goals?
Do you know how much youll need every month to live on when you retire ?
Do you know that for every 5 years you postpone savings , you have to double your savings to reach the same maturity amount ?
Are you aware of mutual funds which have given returns in excess of 20% p.a. for the last 10 years?
Are you aware of a govt. assured monthly income scheme offering a return of 9.77 % p.a. ?
Are you satisfied with the returns you are generating on your investments today ?
Do you know your total financial net worth as of date ?
Do you have a long term financial plan in place ?
Do you feel financially secure today thinking about the future ?
PROFESSIONAL ADVICE CAN HELP YOU ANSWER ALL THE ABOVE QUESTIONS IN THE AFFIRMATIVE.
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Positive Financial Solutions, #1098, Sector 7, Panchkula, Haryana(INDIA)
Phone: 91-172-4621098 : 91-0-98155-76555