1. FROM THE DESK OF RISHI KHANNA
Reason for Financial Planning.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

2. FROM THE DESK OF RISHI KHANNA
In today’s time a Human Being is surrounded
by tensions and wishes / desires.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

3. FROM THE DESK OF RISHI KHANNA
Tensions are:
Ongoing Childs’ School / College / Institution Fees,
Job and Financial Security ,
Loans, Credit Card payment, EMI’s,
Increasing Costs of Living,
Unwanted / Emergency Expenses,etc…etc….
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

4. FROM THE DESK OF RISHI KHANNA
Desires / Wishes are:
 Dream Home / Car,
 Child’s career setup (Education / Marriage),
 Family Vacation / Holidays,
 Early Debt / Loan Repayment,
 Maintaining a better Lifestyle,
 Secured Retirement Life, etc…etc….
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

5. FROM THE DESK OF RISHI KHANNA
A proper Financial Planning will help you to
accomplish your desires & wishes of life.
This will also help you to reduce your tension of life.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

6. FROM THE DESK OF RISHI KHANNA
• What is Financial Planning.?
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

7. FROM THE DESK OF RISHI KHANNA
• Financial Planning is the process of meeting your
life goals through the proper management of
your finances.
• It allows you to understand how each financial
decision you make, affects other areas of your
finances.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

8. FROM THE DESK OF RISHI KHANNA
Role of Financial Planner :
• What I as a Financial Planner will do.?
• How will I be able to help you.?
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

9. FROM THE DESK OF RISHI KHANNA
The Planner:
I, Rishi Khanna is a Certified Financial PlannerCM from
Financial Planning Standard Board India (FPSB
India) and also Masters in Commerce from Mumbai
University.
I am working in Financial Service industry from more
than a decade and serving more than 200 clients.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

10. FROM THE DESK OF RISHI KHANNA
My Role:
• I will be with you to accomplish your desires
and wishes which can be fulfilled by
planning, implementing and monitoring it
periodically.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

11. FROM THE DESK OF RISHI KHANNA
Core areas i focus while advising a Financial
Plan to my clients.
 Insurance Planning,
 Asset Allocation,
 Retirement Planning,
 Goal Based Planning,
 Taxation Planning,
 Cash Flow Management.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

12. FROM THE DESK OF RISHI KHANNA
Steps used in Financial Planning
 Establishing your Financial Goals,
 Gathering relevant data,
 Analyzing and evaluation of the data & your financial
status,
 Developing and presenting Financial Planning
recommendations,
 Implementing the Financial Planning
recommendations,
 Monitoring the implementation of the Financial Plan.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

13. FROM THE DESK OF RISHI KHANNA
Your Role:
• You as an Investor have to trust in me and believe in my
work.
• You will have to disclose all the facts related to the
planning and define measurable goals.
• You will have to implement the plan made specially for
you to accomplish your financial needs.
• You have to systematically invest money and maintain
patience, till time period of the goal to be achieved.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

14. FROM THE DESK OF RISHI KHANNA
Advantage:
• By proper way of Financial planning, you will be able
to create wealth for you and your family needs.
• This will also allow you to control your finances and
you will utilize it properly.
• And, you will start living your life to the fullest and
tension free…
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

15. FROM THE DESK OF RISHI KHANNA
Thus working together will help us to create a
strong relationship between us forever……
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

16. FROM THE DESK OF RISHI KHANNA
RISHI B. KHANNA, CFPCM
Certified Financial PlannerCM
TEL No.- 9821248481 / 8080715551.
Website: www.rbkfinancialservices.com
Email ids: khanna.rishi@mtnl.net.in
rishibkhanna@gmail.com
NOTE:
The Views, Schemes, and Comments are expressed by Rishi B. Khanna .
Neither any organisation nor any company is responsible for the same.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

17. FROM THE DESK OF RISHI KHANNA
Regards,
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE