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“Merawala Plan”
Make Your Financial Plan & Grow Rich
Know your Personal finance metrics, fund your retirement, improve your risk management, plan your goals, align your investments & save taxes
GettingYouRich.com can help you measure your personal finances and identify the focus areas. You can align your financial goals. optimize the
ROI, measure risk profile and strategies. When it comes to doing best for your personal finances, knowing
“Wealth Secrets” helps. Giving you financial visibility for several years, this may just be the
“Merawala Plan” service that you always wanted.
Integrity based culture, personalized approach, a human made plan, and experience across 70+ families are few reasons you should consider engaging us. Call us today at 91
98203 29758.
And you thought financial planning needed money?
Not really. Follow the right methodology, be a disciplined investor, manage by metrics and map your financial goals to your risk profile and personal budgeting. When you don’t have money, that’s actually a very good reason for you to start financial planning.
Still thinking that Financial Planning is all about making investments? Think again. A
Comprehensive Financial Plan involves
Budgeting, Risk Profiling, Insurance, Goals,
Tax Planning, and Investment Planning. To know more, please call at 91 98203 29758.
Personal, Private & Confidential
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Subject
Your Monthly Profit & Loss
Annual View
Your Key Ratios
Your Balance Sheet
Your Retirement Plan
Your Life Insurance Plan
Insurance Schedule
Your Financial Goals
Your Investment Plan
Analysis of Recommended MFs
Retirement & Life Insurance Corpus
Tax Planning
Estate Planning Guidance
Implementation Plan
Your Financial House
Critical Assumptions
Your Inputs on Risk Assessment
Money Saving Tips
FAQ for Sample Plan
Understand the key terms
Best
Make Your Financial Plan & Grow Rich
Know your Personal finance metrics, fund your retirement, improve your risk management, plan your goals, align your investments & save taxes
GettingYouRich.com can help you measure your personal finances and identify the focus areas. You can align your financial goals. optimize the
ROI, measure risk profile and strategies. When it comes to doing best for your personal finances, knowing
“Wealth Secrets” helps. Giving you financial visibility for several years, this may just be the
“Merawala Plan” service that you always wanted.
Integrity based culture, personalized approach, a human made plan, and experience across 70+ families are few reasons you should consider engaging us. Call us today at 91
98203 29758.
And you thought financial planning needed money?
Not really. Follow the right methodology, be a disciplined investor, manage by metrics and map your financial goals to your risk profile and personal budgeting. When you don’t have money, that’s actually a very good reason for you to start financial planning.
Still thinking that Financial Planning is all about making investments? Think again. A
Comprehensive Financial Plan involves
Budgeting, Risk Profiling, Insurance, Goals,
Tax Planning, and Investment Planning. To know more, please call at 91 98203 29758.
Personal, Private & Confidential
contents
No.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
Subject
Your Monthly Profit & Loss
Annual View
Your Key Ratios
Your Balance Sheet
Your Retirement Plan
Your Life Insurance Plan
Insurance Schedule
Your Financial Goals
Your Investment Plan
Analysis of Recommended MFs
Retirement & Life Insurance Corpus
Tax Planning
Estate Planning Guidance
Implementation Plan
Your Financial House
Critical Assumptions
Your Inputs on Risk Assessment
Money Saving Tips
FAQ for Sample Plan
Understand the key terms
Best