Objective: An expert’s insight into managing personal finance for working professionals.
Who should attend:
Professionals who want to –
- Get an expert’s overview on personal finance techniques
- Get a grip on the management of their personal finances in order to achieve their financial goals
Date: 9th April 2016, 2-6pm, at IMC, Churchgate, Mumbai
Session outline:
Part I : Wealth Creation
Part II: Wealth Management
Part III: Achieving Goals & Enjoying your Wealth
The topics covered include:
- Principles of Wealth Creation & Management
- Understanding your wealth creation potential
- Overcoming Fear/Greed
- Setting achievable Goals
- Maintaining Focus
- Managing Risks & Volatility
- Types of Asset Classes & Asset Allocation
- Your Personal Portfolio
- Overcoming obstacles-psychological, financial, procedural, legal
- Bucketing strategy
- Budgeting
- Record Keeping
- Simplification of personal financial plan
Seminar Highlights:
- Takeaway- Your own Financial Record keeping book
- Activity oriented sessions for rapid learning
- Complimentary 30min one-on-one session with the planner (at a later date with appointment)
CONTACT : 9821543385 (10am-7pm) FOR ANY QUERIES REGARDING THE SEMINAR