The Sankara Nethralaya Academy The Sankara Nethralaya Academy
The Sankara Nethralaya Academy
The Sankara Nethralaya Academy
Session on Personal Financial Planning

Date: 01.02.2015, Sunday
Time: 9.00 am 1.00 pm
Venue: Sankara Nethralaya, No 18 College Road, Nungambakkam, Chennai – 600 006.
Mode of Delivery: Onsite / E – Learning (webcasting)

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Ask yourself the following questions
  • Do you know if your investments are giving you the best returns?
  • Are your loved ones financially secure, whatever happens?
  • Are you paying the right amount for life cover?
  • Will you have enough money to enjoy retirement?
  • Have you got enough money for your children’s higher education, daughter’s marriage, construction of your dream home?
  • Have planned your family’s protection needs?

If you answered ‘NO’ to all or any of the questions above, you need a Personal Financial Plan.

What is Personal Financial Planning?

Personal financial planning is an important necessity for each one of us who seeks financial control of our affairs and wishes to create wealth.

It is a process of assessing your financial situation, identifying your financial goals, determining your objectives and formulating a plan to achieve them in a most professional way. It involves adopting suitable plans or tactics to combine an individual’s or family’s financial goals, including risk management, investment planning, retirement planning, and tax planning.

It is all about knowing where in life do you stand financially and taking control of it and drive it in the proper direction to reach the destination easily and with in the targeted time.

Defining the objectives is the focus of planning and making a strategy to achieve the predefined objective is the root of planning. It is the process of keeping your goals and aims in mind, select a financial product or investments in other assets that fits in your expectations and finally helps you in achieving your goals as desired by you.

Personal Financial Planning can
  • Make sure you have the right investments for your short, medium and long-term needs.
  • Make sure you don’t pay more tax than you need to.
  • Make sure you still have an income if you can’t work through disability or long-term illness.
  • Help pay off your debts if you become critically ill.
  • Help protect your family if you should die.
  • Make sure you have the retirement you deserve.
  • Make sure your loved ones aren’t faced with huge financial liabilities.
Who require Financial Planning?
It is useful to everyone. Financial Planning is even useful for people earning small amounts of income and should undertake this process as it will help them in prioritizing their goals so that their limited income can be used more efficiently thereby achieve their financial goals. And if you feel that you never seem to have enough money, you probably need financial planning more than anyone. Because you can’t afford to waste what you have got. Your financial situation influences almost everything: where you live, the car you drive, your social life, how you bring up your children, and so on. Careful financial planning with an expert adviser can help you achieve your aims, relieve some of the stress and give you peace of mind.
Achievement of Financial Objectives
Various financial objectives, whether it is financing our child’s education, a house of your own or your post-retirement phase can be better met through systematic investing. A properly laid out investment plan, prepared after considering your risk appetite, time horizons etc. go a long way in helping face the future more confidentially.
REGISTER NOW FOR THE PROGRAM
Registration Fees: Rs 750 / - (Rupees Seven Hundred and Fifty only).
The DD to be drawn in favour of MEDICAL RESEARCH FOUNDATION payable at Chennai or
by online by clicking http://www.thesnacademy.ac.in/cubpgw/index.aspx

Faculty: Mr P R Ravindran
A Chartered-cum-Cost Accountant, with more than 37 years experience,in Small, Medium and Large companies.
Click Here to View the Profile

For More Details & Registration:

Interested people are requested to send a confirmation mail with their name & contact details to mahali@snmail.org or call
Mr A Mahalingam on 97104 85295 / 98405 23560

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