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A  Wealth Management & Financial Planning Firm Equity  I  Commodity  I  Currency  I Mutual Funds I Real Estate I  Bonds & IPO’s I  Financial Planning Presentation on Financial Planning
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Overview of the Firm ,[object Object],[object Object],[object Object],Vision ,[object Object],[object Object],[object Object],[object Object],About Us
Core Team Click on the sign above to see Public Profiles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Amit Marwah, CFA Head – Business Strategy ,[object Object],[object Object],[object Object]
Media Coverage  Delhi based Entrepreneur Abhishek Marwah, On providing affordable and authentic investment advice! Marwah Financial, CEO and Founder Abhishek Marwah tells Jayshree Pyasi that affordable and authentic advice is their key differentiator. In an interview with Yogita Khatri of myiris.com, Abhishek Marwah, founder & CEO, Marwah Financial  Get authentic financial services at Marwah Financial  Click on Icons to read the  complete interviews
A wide range of products ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Products &  Services Equity & Debt Financial Planning Real Estate Commodities
Wishes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is the Solution Mutual Funds
Financial Planning Mutual Funds Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement
Financial Planning: A snapshot Mutual Funds Financial Planning  actually involves 6 simple steps following which you can gain Financial Independence.
A comprehensive financial plan is a document that helps you get a clear understanding of your financial position now and on into the future.  In this way, a financial plan provides peace of mind and clarity about what lies ahead.  How does it do this?  By mapping out definitive ways for you to achieve your goals and dreams. What is a Financial Plan
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why Get a Financial Plan
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What’s the process of getting a comprehensive financial plan?
[object Object],[object Object],[object Object],[object Object],[object Object],Why do you need a financial planner
[object Object],[object Object],[object Object],[object Object],Role of a Financial Planner
We are your one stop shop for all your financial needs….
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why Marwah Financial
[object Object],[object Object],[object Object],[object Object],Our Philosophy as a financial planner
Contact Information  Abhishek Marwah Founder & CEO M :  +91 9311572247 E-mail:  amarwah@marwahfinancial.com Marwah Financial Services (MFS India) 719, Amba Tower, D.C Chowk, Sector-9, Rohini, Delhi-110085 India Board: +91.11.47016500 [email_address] http://www.marwahfinancial.com/ Dipin Kwatra Head, Trading and Investments M :  +91 9810063616 E-mail:  dipin@marwahfinancial.com

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MFS - Financial Planning

  • 1. A Wealth Management & Financial Planning Firm Equity I Commodity I Currency I Mutual Funds I Real Estate I Bonds & IPO’s I Financial Planning Presentation on Financial Planning
  • 2.
  • 3.
  • 4.
  • 5. Media Coverage Delhi based Entrepreneur Abhishek Marwah, On providing affordable and authentic investment advice! Marwah Financial, CEO and Founder Abhishek Marwah tells Jayshree Pyasi that affordable and authentic advice is their key differentiator. In an interview with Yogita Khatri of myiris.com, Abhishek Marwah, founder & CEO, Marwah Financial  Get authentic financial services at Marwah Financial  Click on Icons to read the complete interviews
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. What is the Solution Mutual Funds
  • 11. Financial Planning Mutual Funds Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement
  • 12. Financial Planning: A snapshot Mutual Funds Financial Planning actually involves 6 simple steps following which you can gain Financial Independence.
  • 13. A comprehensive financial plan is a document that helps you get a clear understanding of your financial position now and on into the future. In this way, a financial plan provides peace of mind and clarity about what lies ahead. How does it do this? By mapping out definitive ways for you to achieve your goals and dreams. What is a Financial Plan
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19. We are your one stop shop for all your financial needs….
  • 20.
  • 21.
  • 22. Contact Information Abhishek Marwah Founder & CEO M : +91 9311572247 E-mail: amarwah@marwahfinancial.com Marwah Financial Services (MFS India) 719, Amba Tower, D.C Chowk, Sector-9, Rohini, Delhi-110085 India Board: +91.11.47016500 [email_address] http://www.marwahfinancial.com/ Dipin Kwatra Head, Trading and Investments M : +91 9810063616 E-mail: dipin@marwahfinancial.com

Editor's Notes

  1. I’m sure you have a bunch of questions like --- who, what, where…. Don’t worry, here’s the solution ---