Secure, Plan and Prosper

Program Title: Secure, Plan and Prosper

Are you confused on when, why and where Life Insurance is required?

Are you prepared for the longest holiday of your life, Retirement…?

Come and understand from this unique workshop

Helping you create the financial life you deserve…

Program Details

This workshop will give you the required financial understanding to give you directions to plan and grow your money. You will learn all about why, where and when you should use insurance for your benefit and for the family. What kind of instruments you need to invest when you want to save tax, and also grow your money.

This programme gives a complete understanding of all that an individual earning person requires in terms of Insurance, tax planning, setting personal financial goals and most importantly an introduction to equity and equity-related products like never before, and its relevance to your financial life. The understanding of equity is of paramount importance today, as this is one of the proven asset classes and can deliver big in the long run, like real estate, and there are lots of misconceptions about it.

Target Audience

• Employees of Private and Public sector undertakings
• Retirees
• Professionals
• Young earners
• Anyone who is confused and want to align their personal finances.

The key takeaways from this program are

Understand

• Equity-like never before? Is it dangerous? Why people lose money in equity?
• Mistakes we make in buying life Insurance, its relevance, and importance.
• If fixed deposits the only safe instruments to invest in? Is it better than liquid funds?
• How to save for children higher education and why it is very important?
• Importance of retirement planning, how to make a start, why it is required, what will happen if not done early?
• Steps to be taken by a family, before getting into investments.
• Goal based planning and its importance.
• What are mutual funds? What are the benefits and how is it managed?

Trainer Profile

He is a passionate financial coach and trainer for corporates and Individuals. He enjoys engaging with people, and helps them understand complex personal finance concepts with ease. His interpretation of the concepts with examples, help participants to understand and apply them in their lives. He strongly believes that personal financial planning should be an integral part of every individual’s finances.

He himself is an experienced investor with over 25 years in the capital markets. Having worked for over two decades in the financial services industry, he understands the working of these institutions, their marketing strategies, and how they target customers, to enhance their profits. He was an employee himself, and therefore understands the mindset and challenges of the salaried employees, the demands, and the mistakes they make, in their rush to save taxes.

He holds an Advanced Wealth Management diploma from Indian Institute of Banking and Finance, Certificate of Indian Institute of Bankers (CAIIB), Licentiate degree from the Insurance institute of India, and will be taking the final paper of Certified Financial Planner (CFP) a global certification in the area of personal finance. He is also a certified Master Diploma holder in Training from IATD Bangalore chapter. 

To know more call

98807 28516