Business continuity and Estate planning


Business Continuity ,Estate and Succession Planning

Business continuity is a framework for identifying an organization’s risk of exposure to internal and external threats.

For most family and closely held businesses, planning for succession is the toughest and most critical challenge they face.

Welcome to our presentation on


Saturday, Dec 3rd 2016
10:30 AM – 12.30 PM

followed by lunch

Abu Sarovar,926, Poonamallee High Road, Near Sangam Theater, Kilpauk, Egmore, Chennai, Tamil Nadu 600084.]


learn to make your financial plan

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financial plan

Comprehensive Financial planning

Look forward to seeing you.

Soumya Ramalingam
Mob: 9840579659

Sudhir Shenoy

Ennsignn Advisory Services Pvt Ltd


Key man in the business? Is there an insurance for them?

insurance- key man


Key man insurance is  an insurance policy where the proposer as well as the premium payer is the employer, the life to be insured is that of the employee and the benefit, in case of a claim, goes to the employer. The `keyman’ here  could be the promoters ,partners or directors in a private/public limited copany  . It could also be  any person employed by a company having a special skill set or substantial responsibilities and who contributes significantly to the profits of the organisation

Our presentation on 5th march – An eyeopener to many


Presentation highlights

  1. Identifying the needs of the individual , the process and logic behind it and how a financial plan can create the road map for tomorrow.
  2. Creating a path to wealth in a stable ,consistent and healthy manner.
  3. Medical and Critical insurance – The need for it and how much should be the quantum ?
  4. Alternative investment class

The following are the two programs for Dec 2016

a. Personal financial planning workshop – A plan to help you plan your own financial plan

b. Retirement planning workshop -This will help to be better planned for your retirement.



Certified Financial Planner (CFP CM) Certification

CFP CM Certification program makes you competent to provide strategic advice in investments, insurance, tax, retirement & real estate needs and it enables you to plan and fulfil such needs

The estimated demand of financial planners is around 50,000 CFP CM professionals in Banking and Financial Services Industry in India. However, till March 2014, India has only 1849 CFP CM professionals. This makes CFP CM Certification to be amongst one of the most sought after certifications

Click here to see the opportunity

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