SEBI Registered Investment Advisor

CORPORATE WORKSHOPS

This workshop will introduce the concept of personal Finance and enables professionals especially from non-financial background to gain an extensive working knowledge of critical financial principles in an easy-to-follow manner. Not only does it benefit them at personal level but also empowering them to make critical business decisions involving cost-savings, budgets, new projects decisions, growth strategies and so on.

We shall prepare your employees to analyse and understand the basic fundamentals of personal finance which in-turn enables them to better secure their families future.

Book Appointment

Protect & enhance the financial lives of your employees by offering them this workshop

Financial Wellness Workshop: Learn how to build your own personal financial plan

Either choose between learning from the comfort of your home or opt for on-site live workshop

KEY HIGHLIGHTHS

Designed for working professionals and Business personnel
Full session is complete LIVE by Suhas Shetiya. (Look up his profile in about us page)
Content crafted from his 10 years of rich experience
Facilitator is graduated from IIM Bangalore
Certified Registered Investment Advisor (RIA)
SEBI registered investment advisor (SEBI – Securities and Exchange Board of India is Statuary Indian Government body)
Bonus 1: Product worth Rs. 10,000/- are given away to all participants

Syllabus Covered

What are the basics of Financial plan
Learn about wealth building mechanisms and financial Safety nets.
Introduction to Fipro’s Golden-5 Planning.
Should we have insurance? If so how much?
Fipro’s Golden-5 financial planning (Step wise procedure to get financially independent)
How to analyse your risk profile
What is the right mix of Fixed deposits, Equity, Shares, Mutual Funds, Physical assets, Land, Gold etc.. as per your risk appetite
Teaching how to build a financial plan excel sheet.
Analyse how much money you need to save for a comfortable retirement.