Seminar: The Professional’s Guide to Personal Finance

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)