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WEALTH CREATION NEWS EDITION JULY 2017-VOL. v
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KK Bajaj's six-step process to make an ideal financial plan

Financial Planning is a scientific process to ascertain needs, goals and aspirations of your clients and then recommend to them appropriate solutions from various financial product providers so that the client leads a disciplined, stress free and successful financial life.Financial planner is like a doctor who first diagnoses the symptoms, looks into the patient's medical history and then prescribes the right medicine for treatment.

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What mistakes to avoid while preparing for Retirement Plan?

You may be investing to build retirement corpus for post retirement life. But Retirement Planning is not just putting some money in PPF or Mutual Fund SIP, its definition and parameter are beyond that.

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Retire Wealthy: Know About Different Types of Retirement/ Pension Plans

When you are employed in a regular job, money inflow and the complementing financial stability appear to be an infinite reality. However, you must not forget that this inflow of regular income is for a limited time only as your 'Retirement' countdown is also ticking simultaneously.

Latest OPPORTUNITies
360 DEGREE FINANCIAL ASSESSMENT TOOL

Wondering which is the right 'Investment' solution for you? Bajaj Capital's Financial Assessment Tool- A unique software-based simulation that takes a holistic view of your life-long financial needs and charts a personalized investment solution to help you meet them. Know More:
Day "One" Coverage* for Diabetes or/and Hypertension

Are you striving to get a health insurance and still not been able to grasp one because of your Diabetes and Hypertension conditions? Is your health insurance plan putting the condition of waiting period ranging from 3 to 5 years?

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Disclaimer:
1. Mutual funds investments are subject to market risks. please read all scheme related documents carefully before investing.
2. Insurance is the subject matter of solicitation.
3. All Insurance products are sourced through Bajaj Capital Insurance Broking Ltd. an IRDA-licensed composite insurance broker.
 
Disclaimer: Bajaj Capital Limited ('BCL') is a distributor of financial products and not an Investment Adviser. This newsletter does not constitute an offer or solicitation for the purchase or sale of any financial instrument/product/ security (ies) through BCL or as an official confirmation of any transaction. All content and information is provided on an 'As Is' basis by BCL. Information herein is believed to be reliable but BCL does not warrant its completeness or accuracy and expressly disclaims all warranties and conditions of any kind, whether express or implied. In no event shall BCL, any of its affiliates or any third party involved in, or related to, computing or compiling the information/data herein have any liability for any damages of any kind. This newsletter is not intended to be and must not alone be taken as the basis for an investment decision. The Recipient assumes the entire risk of any use made of this information/data. The Recipient must make his own investment decisions based on his specific investment objective and financial position and using such independent advisors as he believes necessary. BCL/its affiliates/employees/ personnel/directors will not be responsible for any direct/indirect loss or liability incurred by taking any investment decisions based on the contents and information provided herein. Affiliates of BCL may have issued other documents/reports that are inconsistent with and reach to a different conclusion from the information/date presented in this newsletter. This newsletter is not directed or intended for distribution to, or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject BCL and affiliates to any registration or licensing requirements within such jurisdiction. The securities described herein may or may not be eligible for sale in all jurisdictions or to certain category of investors. Persons in whose possession this newsletter may come are required to inform themselves of and to observe such restriction. This newsletter is for personal use only and is not for any type of circulation. Any retransmission, copying or any other use is strictly prohibited. All intellectual property rights emerging from this newsletter are and shall remain with BCL. BCL, its directors, employees and/or its associates/affiliates or their employees may have interest and/or hold position(s), financial or otherwise in the securities mentioned in this newsletter. The performance data quoted represents past performance and does not guarantee future results.
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