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Portfolio Management

Portfolio Management. Mr. A is a Successful Business Man Business Asset Value 10 M Investment Portfolio value 8 M. Business. Fixed Income Rs. 75000 Per Month. Home. Family Wife 3 Children 3,5,8. Liabilities & financial Priorities Monthly expenses Parents support

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Portfolio Management

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  1. Portfolio Management Mr. A is a Successful Business Man Business Asset Value 10 M Investment Portfolio value 8 M Business Fixed Income Rs. 75000 Per Month Home Family Wife 3 Children 3,5,8 Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

  2. Liabilities & financial Priorities Monthly expenses Parents support Children higher education Children marriage Home building Loans Pension Savings Assets Life Boats Liabilities Monthly expenses Parents support Children basic education Loans Liabilities Monthly expenses Parents support Sisters Marriages Income Other source of income Income Other source of income Income Other source of income Designation Marital Status Dependents Designation Marital Status Dependents Designation Marital Status Dependents After 10 years Present VISION-MISSION-VALUES Savings Assets Life Boats Savings Assets Life Boats Before 10 Years Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

  3. VISION-MISSION-VALUES Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

  4. TITANIC • Active involvement of the actuarial profession • In an evolving market actuaries have to be broad based business professionals and cannot confine themselves in “specialization” silos • Critical role for the actuarial profession to act as a bridge between the industry and the regulator • More communication and interaction between regional actuaries bodies Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

  5. YOUR FINANCIAL PRIORITIES & OBJECTIVES What is important to You? Building capital through regular saving Financial Security for family in the event of your death Financial security in the event of critical illness Providing retirement income Planning for school fees and education for your children Planning for your children ‘s wedding Others Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

  6. What matters most to you? More time with family, Financial security, Peace of mind, Independence. What will money do for you? Travel, vacation plans, Lifestyle in retirement, Eliminate debt, Children's education. What do you want out of life? Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

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