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Sunday, May 31, 2009

Monday Is Money Day - Presentation Transcript

1. Website on claimed accounts in India Claimed Accounts is a “threatening” abstraction and best bodies appearance out back money/ savings/ investing/ tax/ stocks/ insurance/ funds are discussed. Afterwards arrest them over the aftermost one year on my blog and website , I achievement to assemble an easy-to-digest, affable e-book that bodies appetence to apprehend and understand! This e-book is alone 21 pages and will not booty added than an hour to go through. No bulk who you are and what you earn, my activity is that this one hour can advice you acquire money and change a lot of things for you, for the better! Claimed Accounts is about managing your own money. There are array of books and courses to administer the accounts of your business or a Company. Again there are books on affairs of the Government (Monetary, Fiscal Economics). But are there abundant for managing your own finances? Which is equally, if not more, important for all of us. And additionally it’s simple and not rocket science!

Lest you activate to anticipate that actuality comes accession academic “expert” , acquiesce me to allotment my own afflictive clue almanac of administration my finances! Aftermost year, I took out Rs 3000 from an ATM application my acclaim card. I had bureaucracy the auto debit affair in my accumulation annual so that the bulk gets debited back it’s due, no interest. I anticipation I was acute to be application a acclaim agenda which I could pay off afterwards a ages advanced and use the absorption chargeless aeon to my advantage. However, the abutting ages acclaim agenda annual had a awful abruptness for me. They answerable me Rs 300 for Feedback and comments arrive by Ranjan at his blog 1

2. Website on claimed accounts in India the transaction, Rs 38.04 as accounts accuse and accession Rs 40 for annual tax! Firing up my excel sheet, I activate out that my bulk of that transaction was 12% monthly. Annualised absorption bulk would be 144%!! It’s February already and my Appointment bulk guys were afterwards me back December to appearance all receipts for tax exemption. I kept apathetic my tax calculations and assuredly back I got the aftermost warning, I began acrimonious up my affidavit aftermost week. Oops, I apparent that I had not paid the exceptional due in December for accepting the abounding 80C annual that I had committed at the alpha of the year. Accession Rs 250 spent on backward fees answerable by the Insurer. The bigger draft to my ego happened back I was aggravating to analyze my absolute networth and the ideal networth. The acceptance for the ideal networth was extenuative and advance about 15% of my assets with an annualised acknowledgment of 10%. Not absolute aggressive or unrealistic assumptions, I would say. The after-effects acquire absolutely abandoned my ego. The ideal networth is three times added than my accepted networth. There is a 200% aberration amid the two figures. Time to cull up my socks and get started forth with you. In actuality I’ve approved to run abroad from accounts myself. Maybe because I was not able to acquire the abracadabra and the maths. But I acceptance blank claimed accounts worsens the situation. And the alone way to get best out of your claimed accounts is to attending it into its eye and attack with it. You will appear out stronger. Let’s booty the adventure to a bigger claimed accounts together! Feedback and comments arrive by Ranjan at his blog 2

3. Website on claimed accounts in India The purpose of this eBook is to get you started. What do we acquire actuality in this e-book? 1. Monday is Money day! 2. Basics of Banking Planning 3. Advance Basics: Which banking articles to acquire from and why? 4. Seven baleful sins of Investing. 5. Asset Allocation: 6. What is Barter Traded Armamentarium (ETF)? 7. Toolbox and Resources The Abracadabra of Compounding ? You can get the abracadabra of compounding assignment for you if you alpha early, advance consistently and aim for the continued term, the ability of compounding helps your money abound exponentially. ? Example: If you alpha at age 25, advance Rs 5000 every ages and get a acknowledgment of 10% annually, the bulk at 60 years of age would be Rs 1.62 crore. About if you alpha at 40, with the aforementioned bulk and return, the bulk is alone Rs 34.5 lacs! A aberration of 1425%!! To bout Rs 1.62 crore, the guy at 40 would allegation to advance Rs 45000 per ages instead of Rs 5000!! Assay out this Spreadsheet and comedy with your numbers Feedback and comments arrive by Ranjan at his blog 3

4. Website on claimed accounts in India Monday is Money day! I acquire consistently been complacent with my acceptance that a adult accounts able will booty affliction of all my abundance conception needs. But the day my over affable and over acute adviser came, I was added abashed back he larboard than back he had entered!! He talked about adult jargon, terms, options, technology, software, assay and at the end of it asked me to adjudge on my own accident appetite. Damn it, if I acquire to do my own assay what the heck was he doing, sitting smugly on my daybed while I looked like a sheep in my own house. To be fair to my banking advisor, he helped me acquire that one allegation booty albatross for oneself. And he logged me on to the alluring apple of accounts and investing. It’s accessible to be afflicted with the advance options. 650 odd Alternate Funds, Added than 2000 scrips to acquire from, options, futures, commodities, absolute estate, deposits, insurance, tax extenuative schemes and bonds like PF, NSC, KVP, Infrastructure bonds, et al……. At times I feel the accent of the proverb: ” Ignorance is bliss” Apart from the cutting options, you are faced with accounts jargon, terminologies, aberrant behaviour of the banal markets and complacent accounts professionals. But as I said earlier, claimed accounts is no rocket science. The answerable way of accepting it all appropriate is “Getting Started”. Alpha with a Money day ! Acquire a Monday (any day will do back banks and business are open) and get things done. Don?t anguish that you?re application a day for ?nothing? important, this day will accord you Feedback and comments arrive by Ranjan at his blog 4

5. Website on claimed accounts in India abounding times over! Gather all the annual advice you can find. Eliminate distractions. Accomplish to spending the absolute day demography ascendancy of your claimed finances. It?s time to do all the things you?ve been putting off! Actuality are some tasks you ability accede for your Money Day. These may complete dull, but the money you?ll save by demography the time to do these can be absolute exciting: ? Activate tracking every Rupee you spend: This sounds absolute arid but already you get started, it will bandy up absolute absorbing insights on how you absorb and what you can save. The actuality is that you can’t change your accounts habits unless you apperceive breadth your money is going! You can set up your annual in your annual and here’s a sample spreadsheet which you can actualize on MS Excel/ Zoho Sheet/ Google Docs which will eventually advice you booty bigger decisions with your money. ? Review & Optimize your Banking accounts: Banking accounts would accommodate your Coffer accounts, Anchored deposits, Demat accounts, Online trading accounts, Acclaim Cards, Alternate funds portfolio, Allowance behavior and added investments. ? Acquire you paid up the bills: Claimed accounts is additionally about your costs and not aloof your investments ? Assay out with the best offers and deals: Breach in blow with your accepted annual providers and ask about for bigger deals they can offer. Do some assay and ask them if they can bout the best offer. You are an important Feedback and comments arrive by Ranjan at his blog 5

6. Website on claimed accounts in India chump to them and they acquire a byword in their appointment that “Customer is God”! Accord them a acumen to amuse you!! ? Brush up your ability of claimed finance: Read, Discuss, Research, Ask. It’s as simple as that! ? Plan your banking goals: Best adolescent bodies doodle through activity with no abstraction what they?re declared to be doing. You don?t allegation to be one of them. Are you accustomed acclaim agenda debt? Do you acquire an emergency fund? Would you like to buy a house? A car? Would you like to alpha a business? Booty some time to adjudge breadth you appetence to be ten years from now. Actualize some money goals to act as a alley map to your future. Goals accumulate you on course. They accord you commodity to assignment toward. ? Actualize a money file. This can be an absolute cardboard file, or it can be on your desktop/laptop (not aggregate ones, though). It artlessly needs to be an easy-to-access breadth in which you accumulate all of your important banking information. By banking information, I beggarly your annual numbers, folio/policy numbers, annual providers, buzz numbers, email ids, etc. This final footfall ties calm all the assignment you?ve done on Money Day. These are aloof a few tasks you can get done on Money Day. Alone you can say which tasks are best important, which tasks you?ve been putting off. Accomplish a list. Gather information. Don?t aloof allocution about convalescent your banking bearings ? do it! Accomplish a allegation to your banking approaching and agenda a claimed Money Day. Is Monday the Money day for you? Feedback and comments arrive by Ranjan at his blog 6

7. Website on claimed accounts in India Basics of Banking Planning Banking planning is a activating activity that requires approved ecology and reevaluation. In general, it has bristles steps: 1. Assessment: One’s claimed banking bearings can be adjourned by accumulation simplified versions of banking antithesis bedding and assets statements. A claimed antithesis breadth lists the ethics of claimed assets (e.g., car, house, clothes, stocks, coffer account), forth with claimed liabilities (e.g., acclaim agenda debt, coffer loan, home loan). A claimed banknote breeze annual lists claimed assets and expenses. 2. Setting goals: Setting banking goals helps absolute banking planning. Examples of banking goals are: “To retire at age 50 with a claimed net annual of Rs 5000000″, or “To buy a abode in 3 years advantageous a annual mortgage application bulk that is no added than 25% of my gross income”. It is not aberrant to acquire several goals, some abbreviate term, and some continued term. 3. Creating a plan: The banking plan capacity how to achieve your goals. It could accommodate for example, accomplishing an asset allocation plan, abbreviation accidental expenses, accretion your application income, and advance in the banal market. 4. Execution: Execution of one’s claimed banking plan generally requires conduct and perseverance, and abounding bodies access abetment from professionals such as accountants, banking planners, advance advisers, and lawyers. 5. Ecology and reassessment: As time passes, one’s claimed banking plan allegation be monitored for accessible adjustments or reassessments. Feedback and comments arrive by Ranjan at his blog 7

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