Sunday, October 11, 2009

Family investment Decision for securing our family life.

Give me answers of the following questions and I can start mapping out your investment needs.
1. The level of Risk you can assume.
2. The level of income you expect in percentage.
3. The level of income you expect in amount over the period scale of different time scale.
4. How much fund totally available for your decision purpose at present.
5. How much recurring investment you expect to do.
6. Is this your personal decision or family decision?
7. Total Family members /dependents on your/family income:
a. Age group of more then 50 years
b. Age group of 30-50 years
c. Age group of 18-30 years
d. Age group of 6-18 years
e. Age group of 0-6 years
8. Total Earning Family members /dependents and their annual income with expected growth. Also provide me hints regarding your perceptions of Extra money,Fast money,Easy Money :
a. Age group of more then 50 years
b. Age group of 30-50 years
c. Age group of 18-30 years
9. What is the status of your current investment with purpose of the same?
10. How will you define your status in the society?
11. What are your perceptions regarding the educational needs of the family members?
12. What are your perceptions regarding the marital requirements of your kids in your family?
13. What are the perceptions regarding your retirement lives?
14. What is the medical status of your family members?
15. How you define your imagination of the luxurious Life?
The next steps starts then filling Excel sheets from this information, which takes into effect the normal inflation rate in the economy,education,economic,social,medical structure of the country/locality where you are living.

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