Money Care Financial Consultancy

HO- N 14/67, A-17 Radhakunj Colony Sarai Nandan, Varanasi - 10Phone : 09415695174, 07379866660E-mail : pradeep_trpth@ yahoo.comE-mail : pradeep_trpth@ yahoo.comWebsite: www.moneycareonline.comBlog : www.moneycarefc.blogspot.in

To build Financial Freedom for every one

Determine your Dreams and Aspirations

Put Your Money at Work

And

Put Your Money at Work

Aims and Objectives

To provide consistent, steady, inflation adjusted and tax efficient return to our clients by insulating them from the clients by insulating them from the volatility in the Financial Market and fear of loss

How can we help you ?

• Determining your Long/Short term Financial Goals and Risk/Return appetite.

• Creating Investment Portfolio based on your Dreams and Aspirations.Dreams and Aspirations.

• Deciding suitable Asset Allocation Strategy and reallocating them time to time based on changes in Market Scenario, Clients Needs and Risk/Return profile.

Financial Planning

Need Analysis

Wealth Management Risk ManagementWealth Management Risk Management

Tax Planning

Why do you need to plan ?

• The future is uncertain• Cost of living (education, marriage) is rising -Inflation• Needs and aspirations are increasing –better housing,

vehicles, holidays abroadvehicles, holidays abroad• It is not possible to continue working for long hours beyond

a certain age…time to sit back and make your money work for you, essentially retirement planning

Are you Prepared ?

• You can’t do much to stop inflation!• You Can’t do anything for unforeseen

circumstances !circumstances !• But you certainly can be prepared for it!

What should you look from an Investment

• Protection• Returns• Flexibility• Security & Safety• Security & Safety• Control• Tax Benefits• Liquidity

Don't be your own Investment CounselorEvidence shows that investors -investing in anything –make no money

over a 10 year period. There are several reasons for this tragic statistic, including –

1.Not setting a goal2.Chasing trendy investments3.Relying on reports from the financial press / web sites3.Relying on reports from the financial press / web sites4.Blindly taking advice from brokers or financial planners5.Making emotional mistakes and so on

Without a clear cut investment plan, you will fail eventually

Services we provide

• Need Analysis and Portfolio Management • Risk Analysis and Insurance Planning • Income Tax, Investment and Retirement Planning • Income Tax, Investment and Retirement Planning • Mutual Funds, Shares, Bonds and Fixed Deposits

Vision Statement

To be a recognized player in the Indian Financial Advisory Space. Committed to bring prosperity through financial literacy, high level of ethical conduct, professional advice and transparent services.and transparent services.

My Commitment

• I will talk in an easy to understand way ensuring everything discussed is kept confidential

• I will not put you under pressure an will ensure that any decision taken are yours and yours alone

• If you have found my services beneficial and only • If you have found my services beneficial and only if you do so, then I would expect that you would be willing to recommend me to your friends, family and work colleagues

Thank You