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Do you understand the intricacies of the investment world and make informed decisions to grow your wealth?

Overview

Understanding how to invest your money wisely is crucial for achieving prosperity & long-term financial security. Having adequate knowledge to make informed investment decisions and effectively manage one’s wealth is key to long-term financial security. This session is designed to build in participants, a deeper understanding of the investment landscape and the ability to build &  manage a diversified investment portfolio aligned with one’s financial goals.

Target Audience

Everyone who is looking to work on their financial wellbeing.

Outcomes

  • Grasp of fundamental principles of investing and risk assessment
  • Awareness about building a diversified investment portfolio
  • Strategies to optimize tax efficiency and manage liabilities
  • Understanding of different types of insurance and their role in risk management
  • Ability to strategize for protecting assets and managing financial risks
  • Skills to improve one’s financial hygiene

Coverage

  • Understanding wealth management
  • Principles of investing & risk management
  • Key components of a financial plan
  • Diversified investment
  • Managing loans (good vs bad loan) & choosing EMI plans
  • Leveraging insurance as an investment
  • Improving returns on investments
  • Managing investment portfolio to minimize taxes
  • Assessing & mitigating financial risks

Offerings

  • F2F, Live Virtual Class & Webinar mode
  • Credits-based attractive corporate scheme
  • Pick & choose from a ready list or we can create one for you
  • Facilitators with 15+ yrs. experience with deep subject knowledge & specialization

Optional Customisation

  • Duration of programs
  • Multiple sessions can be organised during the day
  • Training needs analysis prior to design and delivery for maximum program value and impact.

Program Information

Testimonials

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