We are an independent financial and real estate advisor engaged in the distribution of financial products & services, real estate, and loans.

1. Your Partner for :
- Financial Planning
- Wealth Management
- Tax Planning
- Portfolio Management
- Mutual Funds
- Insurance
- Real Estate
- Home Loans
- Estate Planning (Wills)

2. Who We Are :
• Independent advisors and distributor of financial products, real estate & loans.
• Vast Industry experience with comprehensive knowledge of financial products, real
estate & mortgage.
• Working with Business Class, Professionals, Self Employed & employees of
Corporates such as GE Capital, Evalueserve, Simon Carves, Metso Minerals, Canon,
McKenzie, Genpact, Cairn India, Philips, Punj Lloyd, Cargill, Hughes, GMR, WAGO,
etc.

3. What Do We Do :
 We help you organise and declutter your financial life
 We understand, analyse and help you invest for life goals
 We will stay with you till you reach your goals in life
 We help you avoid take wrong decisions driven by emotions
 We help you to be prepared for emergencies and transitions
 We will stand by your family members in case of emergencies
 We educate you on the do’s and don’ts of money management
 We help you to save/invest regularly, bring in discipline
 We avoid you make mistakes of getting into latest trends / fads.
 We do Asset Allocation & Portfolio Rebalancing on a regular basis and also help
you select top class investment products & schemes

4. Our Products & Services :
 Financial Planning
 Mutual Fund Advisory – Equity, Debt & Hybrid
 Insurance Advisory – Life & General
 Tax Planning & Filing
 Estate Planning – Wills & Wealth Transfer
 Real Estate (Original bookings/Resale/Leasing)
 Wealth/Portfolio Management & Advisory
 Home loans (New Loans/Balance Transfer)
 SME Loans
 Project Financing
 Documentation Management

5. What is RETIREMENT??

6. Is your Child your Retirement Plan??

9. Why Retirement Planning??

14. Investing for Retirement Planning
 PPF – A government-backed fund that invests only in government bonds.
Provides tax saving.
 Equity Mutual Funds – Invests in the shares of various companies listed on stock
exchanges, chosen by professional Fund Managers after careful and thorough
research & analysis. Provides tax planning option.
 Debt Mutual Funds – Invests in a mix of Government bonds, RBI bonds, State
bonds along with various bonds from deeply researched companies. No Tax
saving but lower tax than FDs.
 NPS(National Pension System) – Invest in a mix of Stocks, Government bonds,
and Corporate bonds. Tax saving over and above the other sections
 Insurance policies – Not suitable at all, as the returns do not even match inflation
and you don’t get the adequate life insurance. Only pure term plan should be
chosen, which is cheap as well as provides proper insurance cover.

15. Returns from various investment options and
allocation to your retirement portfolio

16. But in reality how it is planned

22. THANK YOU
Contact us for
Financial Planning, Investments, Mutual Funds, Real
Estate, Home Loans, Insurance, Wills
Email: contact@finviseindia.com
TEL: +91-9582250638