Financial Planning Pyramid

The Base  =  Risk Mitigation

1.     Life Insurance
2.     Medical Insurance
3.     General Insurance (House, Fire, Theft/Burglary, etc.)
4.     Loss of Job
5.     Disability . . .

The Middle Portion = Goals Achievement

1.     Retirement
2.     Child’s Education
3.     Child’s Marriage
4.     Dream Home
5.     Dream Car
6.     Dream Vacation . . .

The Top = Estate Planning

1.     Will
2.     Succession
3.     Trust Formation
4.     Transfer / Division of Assets . . .

SABH: Save And Be Happy!

Think +ve, Be +ve

Ajit Vidyadharan

Certified Wealth Manager / Financial Advisor
Certified Trainer, Certified Leadership & Performance Coach
Sabhav Wealth Management Services
+919664966416