Financial Planner

The Insurance Times-Journal has been a successful & regular publication of journals/magazines. It is the most widely read & referred insurance journal in India. The Financial Planner reaches a cross-section of the insurance industry not only in India but overseas also. But in order to do financial planning effectively, we need to understand what actually it is all about. A financial plan is a comprehensive statement of an individual’s long-term objectives for security and well-being and detailed savings and investing strategy for achieving those objectives. A financial plan may be created independently or with the help of a certified financial planner like us.

Over the last 3 decades, our group has come out with several useful publications for the industry. In the year 1993, we published a General Insurance Reference Diary which was a huge success. This year we have planned a similar product “Financial Planner”. This planner will help manage the financial records of an individual.

The focus of this book would be on FAQ on insurance underwriting, Claims, record keeping in order to provide information on tips that may be useful to the end-user. It will also help an individual to manage all investment records in one place.

This will have around 100 pages of information & 250 pages for notes. The book is quite different from the usual diary/planner which is relevant for 1 year only. This planner will help an individual maintain all financial records in one place for the long term.

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Cost: Rs.430/- FREE Courier Delivery