financial planning 3. - Securities and Exchange Board of India
financial planning 3. - Securities and Exchange Board of India financial planning 3. - Securities and Exchange Board of India
“The content of the book is developed by MultiCommodity Exchange (MCX) / FinancialTechnologies Knowledge Management Company(FTKMC) under the guidance of the AdvisoryCommittee for the Investor Protection andEducation Fund (IPEF) of Securities ExchangeBoard of India (SEBI)”Disclaimer:Financial Literacy initiatives of the SEBI are forproviding general information to the public. Forspecific information on securities law, rules,regulation, guidelines / directives framed thereunder, please refer to the same atwww.sebi.gov.inPublished by :Securities and Exchange Board of India (SEBI)SEBI BHAVANPlot No.C4-A,'G' Block, Bandra Kurla Complex,Bandra (East), Mumbai 400051Tel: +91-22-26449000 / 40459000 / 9114Fax: +91-22-26449027 / 40459027E-mail: poonamk@sebi.gov.inEvery effort has been made to avoid errors or omission in this publication. Nevertheless any mistake, errors or discrepancynoted may be brought to the notice at the above mentioned address which shall be rectified in the next edition. It is notifiedthat the publisher will not be responsible for any damage or loss of action to any one, of any kind, in any manner from use ofthis material.No part of this book may be reproduced or copied in any form or by any means (graphic or mechanical, including photocopy,recording, taping or information retrieval systems) or reproduce on any disc, tape, perforated media or other informationstorage device, etc. without the written permission of the publisher. Breach of this condition is liable for legal action.
- Page 4 and 5: 1.INTRODUCTIONYou have successfully
- Page 8 and 9: Activity(The activity below is desi
- Page 10 and 11: 5.SAVINGS & INVESTMENTFinding the R
- Page 12 and 13: To find out whether you are saving
- Page 14 and 15: are. Please do answer honestly by c
- Page 16 and 17: Table: The time value of moneyAsset
- Page 18 and 19: RiskUnsystemic riskNumber of stocks
- Page 20 and 21: of units in a rising market. Thus y
- Page 22 and 23: Reverse MortgageReverse mortgage ca
- Page 24 and 25: 15. Estate PlanningEstate planning
- Page 26 and 27: 17.References1.2.3.4.5.6.7.8.9.10.1
“The content <strong>of</strong> the book is developed by MultiCommodity <strong>Exchange</strong> (MCX) / FinancialTechnologies Knowledge Management Company(FTKMC) under the guidance <strong>of</strong> the AdvisoryCommittee for the Investor Protection <strong>and</strong>Education Fund (IPEF) <strong>of</strong> <strong>Securities</strong> <strong>Exchange</strong><strong>Board</strong> <strong>of</strong> <strong>India</strong> (SEBI)”Disclaimer:Financial Literacy initiatives <strong>of</strong> the SEBI are forproviding general information to the public. Forspecific information on securities law, rules,regulation, guidelines / directives framed thereunder, please refer to the same atwww.sebi.gov.inPublished by :<strong>Securities</strong> <strong>and</strong> <strong>Exchange</strong> <strong>Board</strong> <strong>of</strong> <strong>India</strong> (SEBI)SEBI BHAVANPlot No.C4-A,'G' Block, B<strong>and</strong>ra Kurla Complex,B<strong>and</strong>ra (East), Mumbai 400051Tel: +91-22-26449000 / 40459000 / 9114Fax: +91-22-26449027 / 40459027E-mail: poonamk@sebi.gov.inEvery effort has been made to avoid errors or omission in this publication. Nevertheless any mistake, errors or discrepancynoted may be brought to the notice at the above mentioned address which shall be rectified in the next edition. It is notifiedthat the publisher will not be responsible for any damage or loss <strong>of</strong> action to any one, <strong>of</strong> any kind, in any manner from use <strong>of</strong>this material.No part <strong>of</strong> this book may be reproduced or copied in any form or by any means (graphic or mechanical, including photocopy,recording, taping or information retrieval systems) or reproduce on any disc, tape, perforated media or other informationstorage device, etc. without the written permission <strong>of</strong> the publisher. Breach <strong>of</strong> this condition is liable for legal action.
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