The slides help an investor identify choices for investment

1. Investment Management

2. Concept of Financial Planning

3. Meaning
• A financial plan is a document that details a person’s current financial
circumstances and their short- and long-term monetary goals. It includes
strategies to achieve those goals.
• A financial plan can help you to establish and plan for fundamental needs,
such as managing life's risks (e.g., those involving health or disability),
income and spending, and debt reduction.
• It can provide financial guidance so that you're prepared to meet your
obligations and objectives. It can also help you track your progress
throughout the years toward financial well-being.

4. Benefits of business advisory services
• avoiding and reducing risks
• strengthening the profit management of the business
• strengthening the profit management of the business
• solving different business problems in less time
• Dependent on extensive knowledge of finance
• advisors provide reliable advice on risk management.

5. Asset allocation
• Asset allocation is how investors divide their
portfolios among different assets that might include
equities, fixed-income assets, and cash and its
equivalents. Investors ordinarily aim to balance
risks and rewards based on financial goals, risk
tolerance, and the investment horizon.

6. Portfolio rebalancing strategies

7. Insurance

8. Need of insurance

9. role

10. Steps of insurance planning

11. Life insurance
• Term life insurance
• Retirement plans
• Unit-linked insurance plan
• Whole life insurance
• Endowment policy
• Child Plan
• Health plans
• Moneyback policy

12. Non life insurance
• Health insurance
• Home insurance
• Motor insurance
• Travel insurance
• Accident insurance
• Marine insurance
• Credit insurance
• Liability insurance