By Mr. Sivakasi Manikandan, MD, AISMONEY
Which is the Correct Financial Planning?
My personal Financial Planning totally different
First sit my prospect 3 Different time
1. Proper appointments
2. Fact finding
3. Recommendations (depends on their taking risk attitude)
I will recommend my investments Style like this
Money and Life Protection..!
1. Term life Insurance,
2. Medical Insurance,
3. Motor Insurance
4. Loan Insurance
5. Personal Accident Insurance
Investment - Risk Free Growth
1. Fixed deposit – RD
2. Recurring deposit – RD
3. Public Provident Fund –PPF
4. Life Insurance Endowment plan
Investment - Growth with medium Risk
1. Equity Mutual Investment via SIP
2. Equity Mutual Investment via lumpsum
Investment - Growth with high Risk
1. High Growth Shares
2. Real Estate – Lands, House, flats, commercial buildings
Lastly Speculation (F&O/ Commodity)
But, whoever interest as I am charging my Consultation fees
They are happily giving it
Most of my customers appreciated my presentation and education on Finance. Even most corporate CEOs - Finance & MBA professors & Students gave very good feeds. Most of them are my customers now
For More details and investment
Sivakasi Manikandan, MBA (F&M), [MBA, I & FP],
FChFP, CIS, AMFI, CII (London)
Managing Director - AISMONEY
No. 21, MBT Road, (Opp) Indian Bank, Walajapet - 632 513
Ranipet Dt. Tamil Nadu, India.
+ 91 98405 77675
+ 91 96777 66393 (Office)
support@aismoney.com
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