Dear Friends,
I am on a mission to transform a common man into a financially abundant individual.
The following data points shall guide me plan your FINANCIAL LIFE in a proper way...
1. Have you adequately insured yourself or the earning members with Minimum 1 cr or at least 50 LAKHs TERM INSURANCE PLAN which will be of immense help to the family if unfortunately the earning member is not around ?
Note Endowment Insurance policies like children plans, pension plans etc is not an answer...
2. Have you adequately insured yours and your family's health with an HEALTH INSURANCE ?
3. Have you taken your Accident Benefit insurance policy ?
4. Are you sufficiently INVESTING for your
a. Retirement ?♿
b. Child's Education ?📋
c. Child's Marriage ?🎎
d. Dream House etc... ?⛪
e. without LOAN EMI? 🏍🚘
f. Family Overseas Vacation without EMI? ✈🚤
5. Have you heard about ROI (RETURN OF INTEREST) and how to implement it?
6. Are your investment returns, generating you inflation beating 10 to 12% returns?
6. Are you looking for 2nd passive income source using your existing financial portfolio ?
If you want a HOLISTIC 360 degrees comprehensive FINANCIAL HEALTH CHECK UP done, feel free to call/whatsapp me at
https://wa.me/919246271167
Do share my number to one's whom you feel need a comprehensive FINANCIAL HEALTH CHECK UP.. 🙂
Happy Investing 🏅
Biswajit Roy
Msc(Psychology), MBA, CMFD
Financial Planner, Investment Coach, Financial Psychologist, Author
www.facebook.com/BISWAJITROYcbt
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