Workshop on Personal Financial Planning

Workshop on Personal Financial Planning

 

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About The Event

Can you do your own financial planning?

We often struggle with financial choices. Don’t we? By increasing your pay or reducing expenses beyond a limit can’t always be an option.

Why Financial Planning Workshop?

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. It is process of framing objectives, policies, procedures, programmes and budgets regarding the financial activities of an individual /concern . This ensures effective and adequate financial and investment policies.

What’s your take home?

Identify personal financial goals
Risk profiling
Goal Financing
Asset allocation- Equity, Debt ,.Bonds,Gold etc
Financial planning while investing
Mutual funds – How do they work?
Equity investments -Long term benefits
Retirement planning