2. Why do we need financial planning?
◦ Prepare for financial needs – house, education, child’s
marriage, medical emergencies
◦ Get rid of debt
◦ Proper retirement planning
◦ Creation of wealth
FINANCIAL PLANNING = FUTURE PLANNING
3. The following questions should help you sort out if you
need an advisor:
Do you have a fair knowledge of investments?
Do you enjoy reading about investments and doing research?
If you have expertise in investments? Do you have the time to
monitor and evaluate them and make periodic changes to
If you answered "yes" to the above questions, you may
not need an advisor or financial planner.
4. A financial planner can help you to:
Identify your goals - these may include buying a home,
saving for your children's education, managing your tax
and debts more effectively
Interpret complex financial issues - make educated
decisions about what to do with your money by identifying
savings and investment strategies and products to match
your needs and goals.
Risk Management – Managing risk is a very important
aspect of financial planning
5. Work towards your goal - Goals can be children’s higher
education, marriage and retirement planning for your self
Plan for the contingency – Emergency doesn’t come with
advance intimation, a financial planner should be able to
prepare a fund for contingencies.
Motivate and mentor - to put plans in place to achieve
your financial goals.
6. Step 1 - Gather Information
Step 2 - Set Goals and define objectives
Step 3 - Identify any Financial issues or deficiencies
Step 4 - Prepare your financial plan
Step 5 - Implement the plan
Step 6 - Review and monitor the plan
7. Vision - Our aim is to help you protect your money
and make it grow, so you can have more of the
things you want today and in the future.
Mission - VVS Ventures will be your personal
financial assistant looking after all your financial
Our Guiding principles –
Understanding your needs, Educate and upgrade
your financial knowledge, provide timely sound advice.
We add value to your life!
Make you understand your needs and goals
Provide you with an action plan on how to
achieve your financial goals
Inform and educate you about different
kinds of investments and help you choose
the right one
We provide varied services available in the
investment world under one umbrella
We will take care of your cash flow
management, education planning,
retirement planning, investment planning,
risk management, insurance planning and
We make investing simple for you!
One stop shop for all your financial needs
Help you make informed financial decisions
Help you with the forms and related
10. Making your life simpler by way of online purchase facility, 24X7 access
to your investment portfolio
Review of your portfolio at regular intervals
Giving access to industry experts
Keeping a track of your goal specific needs
Keep you updated on the latest investment product offerings like
Based on your financial plan
◦ Prepare a calendar for you
◦ Send you regular reminders
Help in filling up the forms and related paperwork
Help in filing of your tax returns
11. Promoted by – Mr. Vinayak Sapre
A graduate in Management with over 10 years of
work experience in the financial industry.
Worked with some of the world’s leading Finance
companies like Franklin Templeton Investments
and AIG Investments
In depth knowledge and understanding of the
various investment products
12. Take a Simple decision of appointing VVS Ventures as
your Financial Planner
Contact us :
Tel – 9892300134/022-28987245
Email – email@example.com