05/01/2020
5 Stages of Wealth Creation
Check where you are standing?
Stages 1
Financial stability
If you have enough savings to cover 3-6 months of your minimum monthly expenses.
1. Food
2. Cloth
3. Housing
Stages 2
Financial security
If income from your investments can cover your minimum expenses and most basic lifestyle.
1. Health care
2. Transportation
3. School fees
Stages 3
Financial Independence
If income from your investments can cover your minimum expenses and some preferential expenses.
1. Restaurant visits
2. Branded clothing
3. Domestic travel trip
Stages 4
Financial Freedom
If all your current monthly expenses are covered from your investment income without compromising
your current lifestyle.
1. Luxury car
2. Foreign travel trip
Stages 5
Financial Amundance
If your current investment portfolio size is large enough to afford anything you want and lets you
live your dream lifestyle.
1. Luxury car
2. Exotic lifestyle
3. Multiple Foreign travel trip
Which Stage are you in?
Which Stage you want to reach?
Contact your Financial Expert
To do your wealth Health Check now and
Take right steps during your wealth creation journey.
Consult Our Financial Advisor
Anil Kumar
9868502820
www.wealth4all.in/
