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“In today's scenario people don't have market risk,They have risk of choosing right Financial Advisor.....”

About UsAt Financial Hospital we build a solid foundation for you to

reach your desired destiny of financial stability through

proper foundation and execution of financial goals as well as

planning. As always, we would like to be a part of your

success. Since 2004, Financial Hospital has successfully

serviced each and every client from India or abroad. Be it

Financial Planning, Tax advice or investments in equity, debt

or alternate category; our team, backed by strong research

and latest economic trends, are always ready to serve any

query or need of our beloved investors. Our professional

team comprises of CAs, MBAs, CFPs and other technocrats

who are committed to deliver the best services.

Client Base

15,000+

AUM

100 Crore+

National Presence

7 Offices

We, at Financial Hospital believe that a sound financial plan is fundamental to

achieve your life's goals and enhance your quality of life. We also

believe in ongoing and proactive implementations; delivered through advice

that is personal, comprehensive, objective, competent and ethical - to be

indispensably caring in all aspects of Individuals wealth. We understand

that the greater the wealth, the more complex the needs and higher the

level of personal attention required. Therefore, at Financial Hospital, we

offer you an unmatched blend of personalized financial services and wealth

management opportunities.

As our client, you benefit from the insight of an entire team of professionals

each of whom brings his or her own expertise and experience to manage

your assets. Our core philosophy is to help you to navigate the ups and downs

of the market and manage your investment portfolio, risks and returns while

paying close attention to the needs and the factors that may affect your

individual circumstances.

We believe that no two clients are alike and one size does not fit for all. Our

Relationship Manager identifies your needs and then works with appropriate

product specialists and client associates to fulfill them. We proactively

provide the up-to-date investment intelligence and innovative wealth

management solutions designed to assist you to preserve, enhance and grow

your wealth.

Failing toplan

planning to

fail

means

F

I

R

S

T

inancial Planning & Wealth Management

nvestment Planning

etirement Planning

pecific Goal Planning

ax Planning

Services We Offer

Financial Planning - Process.

We, as a Financial

Planner will clearly

explain and document

t h e s e r v i c e to b e

provided to you and

define both your and

our responsibilities and

confidentiality. We will

explain you how we will

be paid and by whom.

You and we will agree on

h o w l o n g t h e

p r o f e s s i o n a l

relationship should last

and on how decision will

be made.

Establishing The Client and

Planner Relationship

Step - 1Analyzing

and Evaluating

your Financial Health

Step - 3Developing and

Presenting Financial Plan and Life ChartRecommendation

Step - 4Review of Financial

Plan on regular intervals and make

suitable amendments

Step - 6Implementing the Financial

Planning recommendations

Step - 5

We, as a F inanc ia l P l a n n e r a s k f o r information about your financial situation. We and you should mutually define your personal and financial goals, understand your time frame for result and discuss, if relevant, how you feel about risk. We wi l l gather a l l the necessary documents before giving you the advice you need.

Data Gathering&

Goal Settings

Step - 2

We, as a Financial

Planner will analyze

your information to

assess your current

situation and determine

what you must do to

meet your goals. This

will include analyzing

your assets, liabilities

and cash flows, current

insurance coverage,

investments or tax

strategies.

We, as a Financial

Planner will develop

Financial P lan and

design your life line with

various stages. We will

offer financial planning

recommendations that

address your goals,

b a s e d o n t h e

i n f o r m a t i o n y o u

provide. We will go over

the recommendations

with you to help you

understand them, so

that you can make

informed decisions. We

will also listen your

concern and revise the

recommendations as

appropriate.

We, as a Financial

Planner and you as a

client should agree on

h o w t h e

recommendations will

be carried out. We may

c a r r y o u t t h e

recommendations or

serve as your “coach”

co-ordinating the whole

process with you and

your professionals such

as C. A., Insurance

Agents, Stock Brokers

and Bankers etc.

As the life and economic

scenario changes, we as

a Financial Planner will

review your situation

and adjust

the recommendations,

if needed.

periodically

Why Us

If your next door person is having

medicines for diabetes or cancer,

do you start tak ing the same?

Then why this principal for investment…?

In life every person has a different goals

and dreams. Every person has a different

relationship with Risk and Return. We as

a Financial Planner appoint a dedicated

relationship manager for you, who will

understand your relationship with risk

and return and suggest you the perfect

mix of asset class viz. Equity, Debt,

Real Estate and Alternate.

Review your portfolio often to keep

investments on track. It is imperative

for investors to review their portfolio

on a regular basis to check whether

their investments are performing well.

Investor, who doesn't review his / her

portfolio, has lots of dead or loss

making stock or assets in it. However,

as the life and economic scenario

changes, our team will review your

portfolio periodically and suggest you

to do suitable changes or amendments

in your portfolio.

At Financial Hospital, we understand

and respect your busy schedule. We

provide you our automated portfolio

management solution which not only

update your portfolio but also provide

you option to set various alert through

SMS or mail. you can buy or sell MF,

Equities with our online platform.

Don't choose different agents, choose

a complete Financial Planner.. In

today's complex scenario, people don't

have time to visit or maintain different

agents for various investment products.

We offer you a very wide range

of basket of products which suits to

your every need. Financial Hospital,

a single point shopping mall for

a l l y o u r i n v e s t m e n t n e e d s .

Personalized Service Timely Review Online Platform

Financia

l Pla

nning

Finan

cial P

lannin

g is a

syste

mat

ic way

of

o

rgan

izing o

ne’s pers

onal fi

nance

s with

effo

rts m

ade fo

r optim

izing b

etween

a

ssets

, liab

ilitie

s an

d cash

flows.

Inve

stm

ent Pla

nning

To m

eet your f

inan

cial g

oals,

the n

eed for a

w

ell-dive

rsifi

ed and p

rofe

ssio

nally

man

aged

in

vest

ment P

lan is

criti

cal.

It al

so ta

kes

into

acco

unt the sa

fety

of i

nvest

ment

a

s well a

s liq

uidity

and le

vel o

f retu

rn.

Retirem

ent is o

ne of t

he most

importa

nt life

’s

e

vent m

any o

f us w

ill eve

r exp

erience

from

both

pers

onal an

d finan

cial p

erspect

ive,

real

izing a

com

forta

ble re

tirem

ent is a

n

in

credib

ly ext

ensive p

roce

ss th

at

tak

es sensib

le p

lannin

g and ye

ars

o

f pers

istence

.

Different Shades Of Financial Planning...

Retirem

ent Pla

nning

Specif

ic Goal P

lannin

g

You kn

ow w

here yo

u wan

t to go

and w

e

know

how

to ge

t you th

ere. I

f any p

erson

wish

es to ac

hieve

any s

pecific

goal

but d

oesn't

know

how

to b

uild co

rpus f

or the sa

me, t

his is

a perfe

ct m

odule o

f consu

ltancy

Tax P

lannin

g

If TDS i

s your b

igge

st b

urden an

d you

need a so

lutio

n of h

ow to

max

imize

your t

ake h

ome sa

lary

; then ta

x pla

nning

is th

e righ

t ble

nd for y

ou.

Estate

Pla

nning

Estate

is co

mpris

ed of e

very

thin

g you

own- y

our car

, hom

e, oth

er real

esta

te,

FDRs a

nd savin

gs ac

counts

, inve

stm

ents,

life in

sura

nce, f

urnitu

re, p

ersonal

poss

essio

ns.

Plan Today..... for Better Tomorrow.....

Financial Planning

Investment Planning

Retirement Planning

Tax Planning

Estate Planning

Insurance Planning

Specific Goal Planning

It Includes

Financial Planning is a systematic way of organizing one's

persona l f inances wi th effor ts made for opt imiz ing

the assets, liabilities and cash flow.

Financial Planning is a process of achieving your life's

goals by a professional approach and strategic planning.

Life’s goal can be buying a house, saving for your children

education or planning for dream retirement.

Our comprehensive f inancia l p lan involves gather ing

financial information, setting life goals, examining current

financial position status and coming up with a strategy

or plan on how you can meet your goals..

“People with clear, written goals accomplish far more in a shorter period of time than people without them can ever imagine.”

Investment Planning

Understanding your investment personality,

Designing an investment portfolio,

Managing & monitoring the portfolio.

To meet your financial goals, the need for a well-diversified and professionally managed Investment Plan is critical. It also takes into account the safety of investment as well as liquidity and level of return.

The process will take you through the following steps:

Setting your investment goals,

“ Too many people spend money they haven’t earned, to buy things they don’t want,

to impress people they don't like.”

Retirement PlanningRetirement is one of the most important life’s event many of us will ever experience. From both personal and financial perspective, realizing a comfortable retirement is an incredibly extensive process that takes sensible planning and years of persistence. Even once it reaches; managing your retirement is an ongoing responsibility that carry well into one's golden years.

It helps you to maintain your desired lifestyle during old age and it provides financial security to you and your dependents.

Accumulation Phase: In Accumulation Phase, you have focused on your accumulation of assets, building a portfolio for the past 30+ years. Now, as you crossover to Phase 2, the Preservation Phase, you will give your attention to structuring on-going income while still creating growth in your portfolio. This crossover ideally happens between age 55 and 60.

Preservation Phase: This is where all your monetary and lifestyle retirement issues need to be reviewed and addressed. You will determine the exact amount of monthly/annual income you will require to meet both your basic monthly income requirements and your lifestyle income requirements.Phase 2 is where you evaluate your investments to be certain that your retirement money is structured in a manner designed to fund your income requirements to last your lifetime.

Distribution Phase: You are now retired and you begin to receive income, month after month, year after year. During Phase 3, we continue to monitor your investments to be certain that the suitability and relevance of your product choices continues to be maintained during retirement. Annual reviewsare a mandatory requirement to keep current on your investment suitability.

The three phases of retirement planning are:

“It never too early to begin

planning for Retirement.”

Specific Goal Planning

You know where you want to go and we know how to get you

there. If any person wishes to achieve any specific goal but

doesn't know how to build corpus for the same, this is a perfect

module of consultancy. A team of experts in individual fields will

assess the various necessary factors and give the best solution.

We plan your short term and long term goals which can include:

Buying a dream house

Children's Education

Exotic Vacation

Buying a luxury car etc…

“The future belongs to those who prepare for it today”

Tax PlanningIf TDS is your biggest burden and you need a solution of

how to maximize your take home salary; then tax planning

is the right blend for you. The purpose of tax planning is to

discover how to accomplish all the other elements of a

financial plan in the most tax-efficient manner possible.

Tax planning thus allows the other elements of a financial

plan to interact more effectively by minimizing tax liability...

The services we offered:

Salary Restructuring

Multiple House Property

Spouse File Management

Submission of Declaration

Capital Gain Income

Impact of budget on your “In Hand Salary”.

HUF and its benefits.

Different provisions of NRI Taxation

It’s Not About How Much Money You Make It’s How You Save It!

Estate PlanningEstate is comprised of everything you own-your car,

home, other real estate, checking and savings accounts,

investments, life insurance, furniture, personal possessions.

No matter how large or how modest, everyone has an estate

and something in common-you can't take it with you when

you die. It is not just for “retired” people, although people do

tend to think about it more as they get older. Unfortunately,

we can't successfully predict how long we will live, and

i l lness and accidents happen to people of a l l ages.

Estate planning is not just for “the wealthy,” either,

although people who have built some wealth do often

th ink more about how to preser ve i t . Good estate

planning often means more to famil ies with modest

a s s et s , b e ca u s e t h ey ca n af fo rd to l o s e t h e l e a st .

T h e b e s t b e n e f i t i s p e a c e o f m i n d : Kn o w i n g y o u

have a proper ly prepared p lan in p lace - one that

contains your instructions and will protect your family

will give you and your family peace of mind. This is

one of the most thoughtfu l and cons iderate th ings

y o u c a n d o f o r y o u r s e l f a n d f o r t h o s e y o u l o v e .

Preparation of Will

Formation of Private Trust

“All days are not same, save for the rainy days. When you don’t work, saving will work for you.”

In my experience Financial Hospital

is really a one-stop solution for

financial planning and might and the

cherry on the cream is their excellent

& personalized customer support.

I desperately needed somebody who

can take care of my financial planning

& I found it.- Paul Varghese

Aishwarya College.

I had purchased a motor insurance

from my agent elsewhere and had

been delayed for my claim, wherein

I spoke to Mr. Hingar as I do all my other

investments with him, and I must say he

did a commendable job wherein my

claim was approved in 2 weeks. This just

shows the dedication Financial Hospital

has for its clients. It has been a great 4

years with them now and wish them all

the best for future.

- Harjindar Singh Chandiok

Businessman

Unlike the majority of other accountancy

firms that i have worked with, HNA is a

lot more proactive by being prepared to

offer a different level of service to local

businesses. Initiatives seek the help

organizations by introducing new ideas

for growth and development through

ongoing support. It is an approach that

is not offered through traditional

accountancy.- Haresh Shetha

Director - Colors Concepts

- Sandeep Gupta

Reliance Industries

Financial Hospital has streamlined

my tax planning and has made my

money work harder for me. Prompt

service, sound advise and personalized

service is what I have gained in this life

long partnership. Thanks,- Ajit Nair

Pepsico

Amidst a crowded jungle of financial advisors,

came across a very unique institution called

Financial Hospital (FH) which as the name

suggests provides comprehensive solutions around

financial care and wellness. Run by a very young

and dynamic entrepreneur Manish Hingar, FH

seamlessly blends contemporary financial solutions

with a human touch. Backed by a very competent

team of young talented and skilled counselors,

within a short span of time Manish has developed

a wide pool of customers ranging from leading

c o r p o ra t e s , s e n i o r c o m p a ny exe c u t i v e s ,

professionals, businessmen and middle class

citizens. What I personally admired, is their intense

desire to constantly innovate in making their clients

fiscal planning easier, effective and without surprises.

This they have managed by using latest available

technologies and on the human front by engaging

with lots of integrity and consistently interacting

with clients by using educative approach by holding

s e m i n a rs a n d o t h e r i n te ra c t i ve m o d e l s .

I wish them the very best for a great journey ahead.

Financial Hospital lives up to its name.

We normally go to hospital for one stop

shop where all your worries are taken

care of and I think they lived up

completely to that all our financial

worries are completely looked by them

and it gives you confidence that you are

in right place and you don't have to

really worry about your investments.

Quite happy with this.-Gautam Salaskar

Go Air

I Say..

. I Feel...My opinion about FH : As we seek

medical treatment from a physical,

I feel Manish and his team help us

improve our financial health through

their strategic insights and meticulous

planning. Hats of to FH for all the good

work.... keep up the tempo.

B. Anand

Director – Finance

Future Group

I transferred my accountancy services to

HNA and the transition was as smooth as

they said it would be. I am impressed with

the array of services they offer and the

quality of the advice they give me. I regard

HNA as my business adviser. I would

recommend HNA to any business looking

for a better service at a competitive price. - Jitesh Pandey

Director Air Tran Logestic Pvt. Ltd.

HNA has worked very closely with us over

the last Five years. At the outset we ran a

strategy day looking at how far we had

come and where we were going. We had

expanded rapidly and its easy to lose sight

of the wood for the trees as we all just get

on with doing the job.- Vikash Arora

Director - Flowers n fruits

Customer Care

+91-22-6608 6900, info@financialhospital.net

Let’s Start…

We will be happy to welcome you to the rapidly expanding

and satisfied family of Financial Hospital. We are committed

to offering you good and satisfactory solutions of all your financial

needs. Come be a part of the journey as our valued member and

leave it to us to flourish it to new frontiers

To Book an appointment with

Financial Planners

Ms. Shama +91-7506440359, shama@financialhospital.net

Tax Planners

CA Nikhil Sharma +91-8652556620, nikhil@hnaca.com

Ms. Suchita Hingar +91-9004690861, suchita@financialhospital.net

For Corporate Tie-ups / Franchise Enquiries:

Points you should keep in mind...

Set measurable goals.

Understand the effect your financial decisions have on other financial issues.

Re-evaluate your financial plan periodically.

Start now - don’t assume financial planning is for when you get the wealthy.

Start with what you’ve got - don’t assume financial planning is only for the wealthy.

Look at the big picture - financial planning is more than just retirement planning or tax planning.

Don’t’ confuse financial planning with investing.

Don’t expect unrealistic return on investments.

Don’t wait until a money crisis to begin financial planning

Mumbai Thane Pune Udaipur Bhilwara

Office 3, EMP - 48, Thakur Village, Kandivali (East), Mumbai - 400101

T: +91- 22-66086900