As a working professional, if you have been waiting for a right time to start your financial plan, then April 9th is the D-Day to take the first step.

The Professional's Guide to Personal Finance

 

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About The Event

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

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)

About The Seminar Presenter, Kiran Telang :

Kiran is a CERTIFIED FINANCIAL PLANNER. Fee-only financial planners like Kiran are registered as Investment Advisors with SEBI to act in their clients’ best interest. CFPs do not accept any commissions based on product sales. Remember, Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice.

For More Information visit Kiran's website & Blog

CONTACT : 9821543385 (10am-7pm) FOR ANY QUERIES REGARDING THE SEMINAR

 


Terms & Conditions

1. This event is a paid event with mandatory registration.

2. Refund requests can be sent to marketing@kirantelang.com on or before 7th Aprol,6pm only. No requests for cancellation or refunds will be accepted after 7th April. 

3. In case you are not able to attend the event due to unavoidable circumstances, You may transfer your ticket to another person only after prior intimation to the organizers.

4. Acceptance of registration and participation is at the sole discretion of the organizers (Kiran Telang)

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