Register for a seminar by DR. VEERENDRA DARAKH on EFFECTIVE PATIENT COMMUNICATION on 26th November on : [email protected] 

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DREAM BIG AND MAKE IT HAPPEN

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Financial Planning - A must before Investing

“A Goal without a Plan is just a Wish”

― Antoine de Saint-Exupéry

Financial Planning is ongoing process to help you achieve your financial goals. Financial Planning process will help you realize

  • Where you are financially?
  • Where you wish to be?
  • How to get there?

Evaluate Current Situation

Determine Goals

Access Amount of Risk you can take

Create an Investment Plan

Implement your Plan

Review and Revise the Financial Plan

In order to get advice and to plan your finances more effectively, you can call on 8693800025

DREAM BIG AND MAKE IT HAPPEN

 

 

 

 

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