You will be able to understand the importance of financial planning.
You will understand what is saving and investment.
You will understand the concept of Time Value of Management and how to calculate future value of all your goals.
You will learn how to identify, select and reject the best investment tool for you amongst the plethora of investment option available today.
You will learn how to evaluate, rebalance and realign your investment.
How to protect your assets with various kinds of insurance and importance of insurance and priorities of insurance.
Learn how to say NO to your friend advice on financial planning.
Importance of investing in mutual fund.
Financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future.
Define and quantify your goals as they relate to you and your family.
Determine your properinvestment strategy.
Optimize any savings, pension, and other group benefits.
Create an estate plan to provide for your loved ones before and after you are gone.
Protect your loved ones in various scenarios and situations.
Identify the optimal saving amount for your goals.
Minimize your current and future taxes.
Need more insight – Just in case you need a more detailed insight into how this program helps, watch excerpts of one of such seminar.
To budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
Whatever your goal, this 4-hours epic workshop will help you in
Budgeting – creating a plan to spend your money.
Cutting expenses – way to save money on everything else.
Saving for emergency - contingency funds in case of emergencies like job loss, medical issues or monetary help to relatives.
Child Education & Marriage - step-by-step guide to plan for your child's education and marriage
Plan for car and annual vacation.
Wealth creation – plan that help you invest systematically thereby creating wealth.
Saving for retirement – what are the best ways to save for retirement.
Investment advice - provides specialized guidance and assistant for investment in various investment tool
Insurance - provides specialized guidance and assistant for investment in various insurance schemes.
Spread over 4 hours following 5 modules of this workshop will help you to set financial goals, create a budget that works for you and establish discipline in managing money.
Making Course Corrections and re aligning saves a lot of money.
Correct aligning of all your investments with all your goals.
You will learn how to identify and prioritise your goals.
Based on unbiased opinion you will be able to avoid unnecessary investments saves money!
When to exit and when to shift in-out.
Learn how to monitor your investments continuously by expert while you relax!.
Looking to manage expenditure and savings
Planning to secure family financial future
Looking to manage growth through personal investment
Looking to increase return on investment with less hassles
Looking to improve planning of finances
Looking to understand the right way to manage finances
Taresh Bhatia is a CFPCM - CERTIFIED FINANCIAL PLANNERCM. He has helped over 300 families plan and organise their financial life to move positively towards their financial goals.
Taresh is an expert on personal financial advice and has over 30 years of industry experience.
He is the Founding Partner of the firm, Advantage Financial Planners LLP- and is registered with SEBI as a "Registered Investment Advisor (RIA). This registration provides the unique opportunity to give unbiased, transparent opinion on investments and a more structured approach to financial planning, risk profiling, disclosures as well as the chance to get well researched professional and trustworthy advice.
This workshop will assist you in learning how to overcome the overwhelming obstacles we may face in preparing for our loved ones future.
The sooner you start the sooner you will see the result.
