Financial advisory ppt

Imperial Finsol
Imperial FinsolFinancial Experts
Imperial FinsolFinancial Basics
• A financial advisor is a professional person
who have done a deep study and gained vast
knowledge to analyse and understand how to
build the clients financial status in order to
achieve his goals.
• Financial advisory is the term that can be
used for both private and government
sectors.
Imperial FinsolWhat Does Financial Planner
Do?
• They collect the data and reveal the
expectations, achievements and goal of the
client.
• Accordingly they analyse the investment
status of the client. And start preparing the
investment plan to achieve the goals of the
client.
Financial advisory ppt
Financial advisory ppt
Imperial FinsolOur Services
1. Asset Management
2. Financial Planning
3. Child Education Plan
4. Wealth Creation
5. Insurance Planning
6. Retirement Planning
7. Freedom of Life
8. Risk Management Services
Imperial FinsolContact Details
4th floor, Chaitravan Complex, above Samrat Hotel, Near
Thermax, Old Pune-Mumbai Hightway, Wakadewadi,
Pune, MS, INDIA – 410005
Ph: +91 8793187860 / 8446686863
Email: jyoti.patwardhan@imperialfin.com,
wecare@imperialfin.com SMS: "Pune Imperial"
Imperial FinsolContact Details
Imperial Finsol, Masarani Bhavan, Abhyankar Road,
Dhantoli, Nagpur,440012 Ph: +91 87931 87860
Tel:0712-242-3434 / 661-3434
Email: deep.gajbe@imperialfin.com
SMS: "Nagpur Imperial"
Imperial FinsolWebsite
http://www.imperialfin.com
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Financial advisory ppt

  • 3. Imperial FinsolFinancial Basics • A financial advisor is a professional person who have done a deep study and gained vast knowledge to analyse and understand how to build the clients financial status in order to achieve his goals. • Financial advisory is the term that can be used for both private and government sectors.
  • 4. Imperial FinsolWhat Does Financial Planner Do? • They collect the data and reveal the expectations, achievements and goal of the client. • Accordingly they analyse the investment status of the client. And start preparing the investment plan to achieve the goals of the client.
  • 7. Imperial FinsolOur Services 1. Asset Management 2. Financial Planning 3. Child Education Plan 4. Wealth Creation 5. Insurance Planning 6. Retirement Planning 7. Freedom of Life 8. Risk Management Services
  • 8. Imperial FinsolContact Details 4th floor, Chaitravan Complex, above Samrat Hotel, Near Thermax, Old Pune-Mumbai Hightway, Wakadewadi, Pune, MS, INDIA – 410005 Ph: +91 8793187860 / 8446686863 Email: jyoti.patwardhan@imperialfin.com, wecare@imperialfin.com SMS: "Pune Imperial"
  • 9. Imperial FinsolContact Details Imperial Finsol, Masarani Bhavan, Abhyankar Road, Dhantoli, Nagpur,440012 Ph: +91 87931 87860 Tel:0712-242-3434 / 661-3434 Email: deep.gajbe@imperialfin.com SMS: "Nagpur Imperial"