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Wealth Creation

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How can a Financial Planner Help you Create Wealth by Taresh Bhatia

  • · Before you start thinking of creating wealth, plan the following
  • · Understand if you need life insurance, only if you have dent/ dependents, else don’t waste money!
  • · Buy best health insurance, with critical illness and accident cover also separately
  • · Have 3-6 months monthly expenses set aside for contingency fund, perhaps in a liquid mutual fund.
  • · Plan for short term and long term goals
  • · Plan your children(s) education and their marriage.
  • · Plan for retirement
  • · Plan for your own House (buy/ rent/ loans?)
  • · Plane for home, car, vacations
  • · Understand the value of money and compounding interest, to create wealth
  • . Plan your (both couple) Will and plan what if ?
  • . Now that you have made plans for the above, carefully plan your wealth creation with tools and assistance of a financial planner

A film by Taresh Bhatia
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