Workshop
Earn Rs. 1.1 Crore more on your monthly investment of Rs. 5,000 for 30 years by making right investment decisions.
Date: 11th & 12th June 2023
Time: 10 AM to 12:00 PM
What you will learn from this workshop?
Join our life changing workshop to educate yourself about various Personal Finance topics.
If you are investing Rs. 60,000 annually for 30 years and if you choose a wrong investment vehicle, you can lose an opportunity to earn as high as Rs.1.1 Crore or more.
This workshop will help you to avoid such mistakes
Part 1
- Introduction to Financial Planning
- Framework for Wealth Creation
- Risk Management
- Life Insurance
- Types of Life Insurance Products
- How to determine the return from an insurance policy
- Ideal Insurance Coverag
- Dos and Don’ts while applying for Life Insurance
- Reasons for claim rejections
- Should you go for additional riders?
- Medical Insurances
- Types of Medical Insurance
- How to evaluate if the policy suits your requirements
- Live Sample Policy Analysis
- Do’s and Don’ts while applying for medical insurance
- Reasons for claim rejection
- Top Up Vs Super Top Up Policy
Part 2
- Investment Options
- Asset Allocation
- Mutual Funds
- Types of Mutual Funds
- Debt & Equity Mutual Funds
- ELSS for Tax Saving
- Investor Behavior
- Behavior impact on investment returns
- Need for a Mentor/Coach
- Medical Insurances
Part 3
- Old Regime Vs New Regime
- Tax Planning
- Tax planning Vs Tax Evasion
- Income tax Sections for Tax Saving
- Not very popular Tax Saving Options
- Points to remember while filing tax returns
- Gratuity & Leave Encashment
- Taxation of Capital Gains
Part 4
- Inflation
- Impact on Education/Medical cost
- Retirement Corpus
- 3 Golden Rules for Wealth Creation
- Risk Capacity of Investors
- Credit Score
- Estate Planning
- Teaching Children about Personal Finance
Bonus for participants
- Workshop recording access for 2 weeks
- Tax Calculator
- E-Book on Life Insurance & Medical Insurance
- Tax Planning Handbook
- Template for Will preparation
About the trainer:
- Certified Financial Planner by qualification
- Founder of FinSim – Providing the tools and knowledge required by individuals for achieving Financial Freedom
- Assisting 120+ families in achieving their financial goals
- Investing experience of 17 years
- Passionate Personal Finance Educator, trained over 940 participants
- Rich Experience of working in Investment banking domain with organizations like JP Morgan, Barclays, eClerx & Smartstream in various leadership roles
Frequently Asked Questions
Workshop is for 4 hours spread over a period of 2.5 hours on both days.
This workshop will lay the foundation for your wealth creation in a structured manner and has evolved over a time based on trainers personal as well as professional experience.
There are 2 ways of learning i.e.,
- Learn from your experience – This involves you spending humungous amount of time and energy browsing through the web finding the relevant content amidst huge amount of information which might not be useful for you. Needless to mention the money which you will lose while evaluating this (No free lunches in business).
- Learn from others experience – I have spent over 17 years gaining the required investing experience, plus 2 years of full time experience assisting others achieve their financial goals. Committed numerous costly mistakes myself and seen many doing other mistakes and learnt lessons from it.
You decide which option you want to choose. If you were to choose option 1, I wish you all the best and for those choosing Option 2, I promise you this workshop will provide everything required for laying a strong foundation for your financial success.
No, you would realise the full value of the course when attended live. However, we will give an opportunity to attend our future workshop with no additional cost.
Yes, it will be given to all the participants who attend both days of workshop.
Yes, will be including you in the Personal Finance group, where information is shared on a regular basis and also questions will be answered.
