FROM THE DESK OF PARAG NESARIKAR :

It gives me great pleasure to share with you that we have completed 10 years in the world of
Finance with the growing vision to serve people in India & Abroad. My journey Started from an
Insurance Agent in 1998 to 2009 -A Registered Financial Consultant from USA.

I Owe all my Success to my dear well wishers & Customers to support me in all way

It’s a prevailage to communicate with you with this Annual Comprehensive Review procedure
which we had designed 10 years back .

This has helped both of us our Customers & our Organization in a big way. Many of our clients
have demanded the frequency twice in a year to suit their Portfolio .

We update our clients with Full Comprehensive Insurance & Investment Portfolio Report .

Here in this meeting we understand the Required Needs more closely & try to bridle the gap

Between Financial Needs & Financial Capacity with the Least Risk Route.

The past year when I Look back is filled with mixed feelings. I believe it was not an ordinary
year. Few events & financial world Collapsing, created uncertainity & fear in the minds of every
Investor.

I Appeal to every friend & Investor of mine to go for a Comprehensive Financial Planning.

Few concepts with respect to your Insurance & Investments Are as follows :

• The Financial Pyramid Principle

• Replacement Ratio Method
• Expense Ratio Method
• Cash Flow Method
• Capital Protection
• Inflation Proof Method etc

Are you aware of this above Financial Planning Method. You are in the Danger Zone Sir ,

I sincerely appeal to Every Investor to call us for the above concept Awareness Programmee.

Let me tell you If any Investor don’t take step ahead to protect their Financial portfolio then

Now then the COST OF DELAY will be too high .

I along with my family & my staff wish you a very HAPPY Financial Year Ahead.
Kindly call us for any assistance & service 24 x 7.