3. Financial Empowerment
You must have heard a lot of people telling you about
the importance of financial planning how to plan your
finances how not to plan your finances etc etc.... We are
not here today to tell you all about that . We are here to
help you financially empower yourself. What is financial
empowerment you ask, it is the ability to reach the peak
of your financial health with the resources available to
you, to attain the best possible returns you can fetch
from your investments, in simple words, to make the
most from what you have, safely.
9. Smart Investments
The difference between investment and
smart investment is that YOU have to take
care of investments and SMART
INVESTMENT takes care of you. By smart
investment we simply mean that the
investment should be done after thorough
consideration of your age, risk profile and
investment goals and not just with the
motive of making money.
11. What we want to show is that you
shouldn’t blindly follow the age rule for
equity and debt allocation. Take your risk
profile and your investment goals into
account. All these factors are equally
important to turn any of your dreams into
reality. And that is what we are here for.
12. How was InCan Formed?
InCan, simply means INDIA CAN!
This idea germinated due to our unwavering Passion and
Belief in India and growth opportunity that is presented in this
great country of ours. This growth can help many individuals
and families turn their hard earned monies into wealth with
At InCan, we are passionate about what we do!!! We consider
each of our customer as part of our extended family and will
treat each as such.
InCan is committed to growing and protecting your wealth and
will leave no stone unturned in growing your money and
turning it into wealth that can be used to fulfill your dreams
and pass it on to your future generation.
13. What we do at InCan?
We are consultants, not salespeople. As experienced financial
planners and advisors, we serve as your long-term financial partners.
We follow a client centric approach to protect and enhance our
We work with you in a collaborative manner, placing your best
interests first in all decisions made and actions taken.
In simple words, we are your financial doctors.
We offer research-based investment advisory services to
Corporates, retail investors, NRIs, high net-worth investors accross
a wide range of financial products.
Our research capabilities and capital market expertise enable us to
design and execute customised investment strategies for our clients.
Our discipline to client's asset allocation is the focal point, but
investments are driven both from the tactical and strategic
14. What we don't do at InCan?
• We have no proprietary products or
obligations to investment product
• We have no cross-sell quotas or home-
office directives that may lead to conflicts
17. Comprehensive Financial Planning covers every area of your
Budgeting where we assess your investment capacity
Determining the goals that you have set for yourself and your family
like provding for education expenses or marriage of your
son/daughter, buying a vacation home, etc .
Protecting your family in case of any unfortunate event by insuring
Investing your money smartly so as to achieve all your financial
Tax planning so that the government does not prey on your
Retirement planning so as to remain financially independent even
Estate planning so that your wealth passes on to the intended
18. Retirement Planning
Because at retirement, you'll have time, energy and health but the only
constraint is not having enough money to enjoy the rest of your life with
peace and leisure. We at INCAN help you overcome that constraint.
As someone has rightly said :
"Alternative to financial planning for your retirement, being poor and
So how do you make adequate financial provision for your retirement?
1. Work out how much money you’re going to need in retirement.
2. Work out how much you’ve already got
3. Determine what the shortfall is.
4. Determine where to invest to get optimal returns and start saving.
Now you as a client will tell us What you have got and we at INCAN will help
you out with the rest.
20. Estate Planning
Estate planing is the process of arranging and planning
a person's succession and financial affairs so as to ensure
that the estate of the individual passes to the intended
beneficiaries.In today's world,estate planning is as
important as one's financial planning so as to ensure
efficient management and accumulation during and after
life of an individual's wealth and to provide for harmonious
and planned succession of the estate which makes sure
that the money and other assets go to the people you
We at INCAN Advisory, with our experienced team of
legal and financial advisors provide you with all the tools
and services at your disposal to help you plan your
succession and to help you create and meet your wealth
creation goals to ensure that your loved ones are provided
21. Estate Planning
Suppose your estate comprises of 2 crore (1 Crore worth
of an apartment, 50 lakh LIC, 20 lakh bank account, 30
lakh investments) and you have 2 children, who are yet
to finish their schools and your family expense accounts
for 50,000 per month. Now, in your absense wouldn't you
want to make sure that your estate provides at least
financially as the way you did for your family like paying
the bills, providing for your children's education and
marriage. We can help you plan your estate in a way that
your family is adequately provided for.
22. Particlulars Estimated exps.
Rate of Return
6,00,000 p.a. 55,80,000/- 12% p.a. Dynamic PE Fund
Education Exps. 40,00,000/- 10,78,975/- 14% p.a. Equity Fund
Marriage Exps. 50,00,000/- 7,00,482/- 14% p.a. Equity Fund
23. HNI Services
• This Service is specifically for HNI (high net worth indiviuals
with a portfolio of >= Rs.25 Lakhs) and Ultra HNI (portfolio
• A general investor's first priority is tax planning, followed by
child's needs and financial planning to meet goals such as
buying a home or a car or an overseas holiday.
• However, in the case of most HNIs, many would have met
these goals and would be looking beyond these. So HNI
needs could include the likes of buying a property in Dubai,
buying a structured product, picking up a stake in a promising
or upcoming business, funding a real estate project through
debt or could be even looking at the idea of buying into a
distressed asset, or writing a complex will.
• This requires an all together different take on the Investment
Strategy and we are here to help you with that.
Providing financial information is highly time sensitive,
which if not provided at the correct time becomes
useless. Well-organized financial records make sure that
your business operations will run more effectively on a
daily basis. INCAN Advisory provides a full range of cost
effective accounting services including the following:
General ledger & financial statement preparation
Accounting setup for new businesses
Computer generated payroll services
Business tax return preparation
Personal financial statements
25. Our Approach
• When a new client approaches us, firstly we help
them identify their goals
• Then we account for their saving capacity and
• Thereafter, we sketch a comprehensive financial
plan by determining how to allocate their
investments in different asset classes.
• But that’s not the end of it. Financial planning is
an on going process, with time new goals may
get added and that requires monitoring &
alteration in your current investment strategy.
26. Our Values
Integrity: We are defined by our principles and character. We
do the right thing. Always.
Teamwork: We work together — with each other and with our
clients. We share perspectives and explore every point of
view, because we believe the best ideas are born from
Clarity: We simplify financial services by always using
straight-forward language that’s easy to understand. Our
communication is simple and direct.
Compassion: We care deeply about our clients and each
other. We’re committed to improving and enriching lives.
Drive: We constantly push ourselves and each other. We
strive to be much more than your typical financial services
firm. We strive to be the best.
27. Our Vision & Mission
To be the most respected and referred
Investment Advisory brand and to spread
Our InCan family throughout India.
To help People feel confident about
their financial future and help them turn
their dreams into reality.
TO CREATE WEALTH FOR OUR
28. Market Overview
In the past two days we saw that Sensex
declined by over a 1000 points and Nifty
by over 300 points, the main reason being
the news flow regarding monsoon
predictions which made it worse than it
was anticipated even after the cut in repo
rate by 25 basis points.
With U.S. announcing a hike in the Fed
rates RBI had no room than to reduce the
repo rates to maintain and increase the
flow of investments in india
29. This is a speculative downfall which may even
result into further pull back but we expect the
market to bounce back because of the repo rate
cut due to which the investment flow in india is
expected to increase and the announcement by
our finance minister Arun Jaitley that any
concerns over food shortages are far fetched.
Which will stabilize the market and again set it
on an increasing trend.
And we believe that the market will see an
increase of 10-15% in the coming year.
30. A Few Pointers
Sectors going strong and expected to
Banking & Finances
31. Bharti Infratel (Debt free company with
increasing flow of foriegn Investment)
Bajaj Holding (Undervalued and debt free)
Reliance Infrastructure (Low downside risk along
with being undervalued)
Great Eastern Shipping (Low PE ratio,
Undervalued and increasing profit trend)
TATA Motors (JLR UK sales up by
11.6%,Jaguar UK up by 16.9%, Land Rover UK
up by 10%)
Companies to look out for