Demystifying Financial Planning

Demystifying Financial Planning

 

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About The Event

Majority of Indians miss out on achieving financial freedom due to inefficient tax planning and misdirected investments due to lack of awareness. 
As a result they are not able to create the corpus to do the things they enjoy doing. They fall short of making the most of their potential and passions due to ineffective financial planning. 
This is happening in a situation where sweeping regulatory change, digitization of financial services and new products have created great opportunities for the financially aware investor.

JOIN US AND GET VALUABLE INSIGHTS AND EYEOPENERS
IN INVESTING AND FINANCIAL PLANNING FROM THE 
CO-FOUNDER OF ONE OF BANGALORE’S LEADING INVESTMENT ADVISORY FIRMS.

About the Facilitator
Varun Girilal is Executive Director and Co Founder of Mitraz Financial, A Bangalore based RIA. Mitraz has been early adopters of progressive financial planning practices such as Direct funds and Fee based financial planning. Mitraz was among the first 5 firms in Bangalore to be granted the RIA license .Started as a 4 member Team in 2010, Mitraz has today grown to a 30 member Team size with more than 250 Crores assets under advice.

Varun is a passout from IIM Bangalore’s Entrepreneurship Management Program ( MPEFB 5) and is also a NISM level 1 and level 2 certified investment advisor from NISM.

He has more than 15 years of financial services experience. Prior to Co Founding Mitraz , Varun was Branch Head of Private Banking Practice at Allegro Capital Advisors Ltd., a Bangalore based boutique investment banking outfit . He is driven by the dream to create a more holistic investment advisory experience for Indian consumers . He has been actively quoted in articles in leading financial dailies such as HT Live Mint and passionately evangelizes good financial planning practices by delivering talks and seminars to various groups.

Ticket Price : INR 250
 

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