Session on Financial Planning and Investments
Financial Advising / Investment Advisory

Session on Financial Planning and Investments

Session on Financial Planning and Investments
  • Feb 17, 2025
  • 09:00 (30 minutes)
  • Seats : 13
  • Sessions : 1
  • $34.00

Group session description

If the following questions are bothering you, it’s time you attended one of these sessions:

I am unable to track my cost of living. How do I track & improve my cashflows?
Is my money well spent? Is it well invested?
What is inflation? How does it hurt my investments?
How do I ensure my financial goals are taken care of?
How do I choose the right suite of financial products that take care of me and my family?
Why do pay so much tax? Can I reduce my tax liability incurred in my investments?
What is the right investments mix for me and my family?
How do I maximize my returns on investments?
Topics to be covered in the workshop:
+ What is financial planning?
+ Right Insurance Framework
+ Key financial ratios and diagnostics for your wealth
+ Significance of an investment portfolio
+ Various asset classes that an investor can own
+ Tax advantages of various asset classes
+ Asset mix and its significance
+ Funding your financial goals with various asset classes
+ Q&A