Download Foresight INAD Your Personal Financial Advisor Our Mission To

Foresight INAD
Your Personal Financial Advisor
Our Mission
To advise, guide and promote
proper usage of your funds
by being the Financial Caretaker
for all your financial transactions
with the sole aim of maximizing your wealth
To make Your Dreams come True
• Success is achieved only if there is a well
defined plan along with its timely execution.
• Similarly, for building your Assets, having a well
laid out Financial Road Map ensures Success
and also builds your confidence for the future
• But…
…Your current bottlenecks
• Challenge to provide Time, Energy and Expertise
– To design and structure the optimum financial model to achieve
your goals
– Dissect and analyze the variety of options available
– Ensure proper tracking and monitoring of the same on a periodic
basis
Investments
Time and Energy
The Solution: Foresight INAD
• We provide you adequate returns consistently over a
period of time by
– Evaluating various investment options on an ongoing basis
(costs / risks / ROI…)
– Ensuring various existing investments as well as those planned
are a strategic fit with each other
• Complimenting each other
• Non redundant
– Helping you encash opportunities by identifying short term
market distortions
Factors we consider for Asset allocation
 Long term cycles of asset classes
 Real estate / debt / equity
 What determines these cycles
 Global Liquidity
– Central bank policies
– Fed rates
– Carry Trade…
 Risk appetite among Investors
 Growth rates in India Vs other countries
 Domestic interest rates and political stability
The Approach
• Your Financial Goals
 Investment options
• Your Risk Profile
• Suitability and Relevance
to your portfolio
• Your Financial Leverage (if
any)
 Periodic review of the
progress of road map
 Up to date information on
• Your investments and
obligations
 Update new goals
Understand
Analyze
Monitor
Advise
 Information across global
financial markets
• Its impact on your
portfolio
• Provide the road map
• Suggest apt investment
options
• Provide market insights
So, what do you get?
 A dedicated Financial Advisor
 A customized Financial Road Map
 Periodic review of the Road Map to cater to situational
changes
Financial Health Check
Analysis of Income and Spend
Net-Worth Statement
Asset Allocation Statement
Retirement Planning
And more…
The Team
• The Principal
– Foresight INAD is headed by Anil Tabib
– He is qualified with a degree in Electronics Engineering from Bombay
University
– 20+ years of experience as a Fund Manager and Advisor
– Held the post of Director at Share and Care Financial Services (I) Ltd
– Associated with Sharekhan, HDFC Standard Life, Kotak, Bombay Stock
Exchange… in various capacities
• Anil is ably supported by Financial Advisors, who will act as your
Relationship Managers to ensure personalized services for you
Make Your Dreams come True
Yes, You can
One small step ,
Reach out to us, and we will together ensure
that all your dreams come true
Hello, Anil…
98220 15488
Reach us at …..
4th floor, Narsinha Centre, Above HDFC Bank
Apte Road, Pune – 411004 (Maharashtra), India.
Landline: +91 20-64009820 / 30463558 /30463559
email : [email protected]
Website: www.foresightinad.com