10 whys you need to know for financial plan

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10 WHYS YOU NEED TO KNOWFOR AFULL-PROOF
FINANCIAL PLAN
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• WHAT ARE THE
• 10 TOP-MOST FINANCIAL GOALS
• I NEED TO ACCOMPLISH?

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• WHAT IS MY CURRENT
• NET WORTH?

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• HOW MUCH SHOULD
• I SAVE OR SPEND
• TO MEET MY FINANCIAL GOAL?

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• DO I HAVE
• A PROPER FUND ARRANGEMENT FOR EMERGENCY?

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• IF SOMETHING WERE TO HAPPEN TO ME,
• WILL MY FAMILY
• BE ABLE TO PUT EVERYTHING TOGETHER?

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• DOES LONG-TERM INVESTMENT PLANNING 
• MAKE SENSE
• FOR ME?

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• IS THERE ANYTHING ELSE I CAN DO TO
• REDUCE MY INCOME TAXES?

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• WHAT IS MY
• RISK TOLERANCE?

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• WHAT HAS BEEN MY
• RATE OF RETURN 
• OVER THE YEARS?

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• IF YOU THINK YOUR FINANCIAL PLANNING IS NOT
  DESIGNED TO MEET YOUR FINANCIAL GOALS VISIT DHAN
  NU VAVETAR

1313-14-15, Ghanshyam Enclave,Near Laljipada
Police Chowky, New Link Road,Kandivali (West),
Mumbai 400067. India.
91-22 60125600 I 91-22 28684215