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Program Name: Financial Planning and Wealth Management: How to be smart with your money
Objectives: “You work hard for your money. But does your money work equally hard for you?” The objective of this One day program is to teach you to “How to be smart with your money” Also to ensure that participants gain a basic understanding about Financial Planning and its various components viz Insurance Planning, Investment Planning, Tax Planning & Retirement Planning.
Components of Financial Planning?
> Insurance Planning
>Discussion & Preparation of Comprehensive Financial Plan
Target Audience: Long term Retail / High-Net worth Individual Investors, Students, Housewives, Businessman & Salaried Professionals (special emphasis)
Duration & Timing: 1 Full day (10.00 am to 5.30 pm)
Fees: Rs. 5031/- (Inclusive of Tax)
Date: April 9th, 2017
May 14th, 2017
June 11th, 2017