Welcome
FINANCIAL PYRAMID
INCOME PROTECTION PROVISION
( Health Insurance, Personal Accident Cover, Critical Illness cover, Life Insurance )
CAPITAL PROTECTION
( BANK FD, RECURRING DEPOSIT, TRADITIONAL POLICY ,NSC , POST OFFICE FD )
MARKET DEPEND INVESTMENTS
( Mutual fund, Bonds, Stocks, ETF, Real Estate.).
WEALTH DISTRIBUTION
( Estate Planning, Succession Planning )
HERE’S WHAT YOU NEED TO KNOW ABOUT THE FINANCIAL PLANNING PYRAMID SYSTEM.
This personal finance pyramid follows Maslow’s theory. To meet your higher-level needs, you need to satisfy your basic-level needs. The most fundamental needs are at the base of the financial pyramid. And to create a strong pyramid, you need to establish a solid base; a sturdy foundation that will carry the other levels. Think of your financial planning pyramid as a house. Without a solid foundation, it will collapse. It doesn’t matter how beautiful the house is. No matter how fantastic it looks, without a solid foundation, it will cave in.
The 3 most important considerations to remember when building a solid foundation in your financial p
· Insurance
· Savings
· Wealth building and preservation.