HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

17
HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

Transcript of HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

Page 1: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

HOW PREPARED ARE YOU ?

PLAY ‘LIFE HURDLE RACE

HERE’

Page 2: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

Please note this slide show is created to bring awareness and to motivate you to take care of

your future, with true spirits only.

Need not be misunderstood/misinterpreted in any manner whatsoever.

Kindly read the disclaimers section carefully in our web site www.moneytreeindia.co.in

Page 3: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

PLEASE GO THROUGH THESE SLIDES AND

ANSWER QUESTIONS

Page 4: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

ARE YOU READY!

REQUEST YOU TO BE SINCERE

Page 5: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

DO YOU HAVE SUFFICIENT CASH

BALANCE [Contingency Fund]

IN YOUR LIQUID OR SB ACCOUNT?

Page 6: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

A. TO MEET 6 MONTHS FAMILY EXPENSES LIKE FEES, MEDICINES, PROVISIONS,RENT,BILLS ETC,.INCASE OF JOB/BUSINESS LOSS/CHANGEOVER.

B. TO MEET ANY MEDICAL CONTINGENCY LIKE SUDDEN SICKNESS, ACCIDENTAL TREATMENT ETC,. [PLEASE DO NOT CONSIDER CREDIT CARD]

Page 7: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

YOUR INSURANCE SUM ASSURE COVERAGE IS

SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING , CAR, CHILD’S EDUCATION ETC,.

Sufficient enough to give the current standard of life to your kith and kin especially if you are not around?

Page 8: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

In case bread winner of the family is disabled

Temporarily due to any

accident or sickness.

Then is there anybody to compensate for the loss of income?

Permanently due to any accident or Critical illness?

Page 9: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

IN CASE THERE IS A CRITICAL ILLNESS OR AN ACCIDENT IN THE

FAMILY

DO YOU HAVE BIG BANK BALANCE TO PAY BILLS?

Or do you prefer some one else pay for those huge emergency medical bills and you take care of the family member without bothering to arrange for huge money?

DO YOU PREFER TO ERODE YOUR SAVING?

Would you like to sacrifice future standard of life or pay the medical bills now,. Out of two which do you prefer?

Page 10: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

IN CASE IF THERE IS AN UNINTENTIONAL ERROR

If you are a professional , is your professional liability covered?

Page 11: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

Is your savings/Investments giving you returns aligned with your

A)Financial goal achievement time frame,

B)Risk appetite C) Tax efficient?

Page 12: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

Are you prepared for your children’s *Education,*Talent Nourishment and

*Marriage goals?

Page 13: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

Do you have sufficient money

To retire rich

Or depend on children to maintain life after retirement?

Can you maintain current life style even during non earning years of your life?

Page 14: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

If not who will support

?

Page 15: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

If ‘YES’ Congratulations!

If ‘NO’ – Take Action now

Did you win the race?

Page 16: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

To hand hold contact:SRIKANTH V KULKARNI

MONEY-TREE # 2, VANAJAKSHI COMPLEX, KATRIGUPPA MAIN ROAD, B S K 3RD STAGE, BANGALORE-560 085 PH OFF-080-26695760 MOB-98863

27711. MAIL ID: [email protected]

[email protected] Go next for Disclaimers

Page 17: HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

Thank you very much for taking out time to visualise YOUR LIFE

“Mutual Fund investments are subject to market risks, read all scheme related

documents carefully” 

Kindly read Disclaimer section in our website www.moneytreeindia.co.in

carefully, before initiating any business relationship with us.