Financial Planning Which Stage Are You In? Wealth Creation? Wealth Preservation?Wealth Distribution?

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  • เผยแพร่เมื่อ 30 พ.ค. 2024
  • #nri #nrimoneyclinic #financialplanning
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    Services offered by NRI Money Clinic
    * Life & Critical Illness Insurance.
    * Child education
    * Emergency Funds
    * Retirement Plan
    * Health Insurance
    * Wealth Building
    * Tax planning ( investments to minimise tax impact)
    * Dollar investment ( Only for NRIs in Middle East and Africa )
    * Mutual Funds ( NRIs other than in US & Canada)
    * PMS ( Portfolio Management Service)
    * Fractional Real Estate
    * Cash flow planning (Pension, Guaranteed Return plan , Fractional real estate)
    * Tax filing and chartered accountant services. (Outsourced services)
    * Wills and inheritance planning. (Outsourced services)
    * Property record legal verification (Outsourced service)
    * Real Estate in Dubai (Outsourced service)
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ความคิดเห็น • 15

  • @keshav212121
    @keshav212121 หลายเดือนก่อน +4

    I am in the 1st and 2nd phase together at 37 🙏

  • @tabhjeesolanki7101
    @tabhjeesolanki7101 หลายเดือนก่อน +2

    All stages r seriously considered in advance.sir u r hinting now is reminder in life .

  • @rejimanalil5396
    @rejimanalil5396 หลายเดือนก่อน +1

    Thx sir.... your videos are valuable learning....wish I had seen these 35 years back....

  • @tigerchakrapani6021
    @tigerchakrapani6021 หลายเดือนก่อน +1

    Sir really very very valuable information 👍 ❤❤

  • @guddyjalan10
    @guddyjalan10 หลายเดือนก่อน +1

    Thank you sir

  • @alienbats
    @alienbats หลายเดือนก่อน +2

    Respect

  • @laxmanbandamwar7880
    @laxmanbandamwar7880 หลายเดือนก่อน

    Nice video thanks

  • @adiadda97
    @adiadda97 หลายเดือนก่อน

    Shirt looking very nice on you sir👌👌

  • @anilbakshi4505
    @anilbakshi4505 หลายเดือนก่อน +1

    I am in phase 2 and 3 age 69

  • @mogver
    @mogver หลายเดือนก่อน +1

    taxes n theft are similar

  • @rakeshsachdeva1521
    @rakeshsachdeva1521 หลายเดือนก่อน

    Thanks a lot Sir.
    Your videos are always very informative.
    I humbly request you to kindly make a videos for the retired persons who are getting a regular pension, how they should invest their retirement corpus?
    Regards 🙏🏻

    • @NRIMoneyClinic
      @NRIMoneyClinic  หลายเดือนก่อน

      Sure . Let me work on it . Thank you very much for your suggestion

  • @sathishkls9650
    @sathishkls9650 หลายเดือนก่อน +1

    Sir how long I have to keep the funds in ulip after investing for 5 years to get 12 % compounded profits. Yoy 12% profit

    • @NRIMoneyClinic
      @NRIMoneyClinic  หลายเดือนก่อน +1

      Ulip plans are for long term , not for 5 years .. longer the better

    • @sathishkls9650
      @sathishkls9650 หลายเดือนก่อน +1

      Long term means - is it enough to keep total for 10 years to earn 12% annual profits?