Financial Planning Workshop - Book your ticket now!

Session Plan
Date: 9th Feb, 2019 (Saturday)
10:30 AM – 12:00 PM Presentation by Parimal & Gaurav
12:00 PM – 12:15 PM High Tea/Break
12:15 PM – 1:00 PM Presentation Continued
1:00 PM – 1:30 PM Question/Answer Session

Venue: 91springboard Andheri East, B Wing, 6th Floor, Ackruti Trade Centre, MIDC, Andheri East, Mumbai

You can book your seats here: https://goo.gl/9tb5CC

Hurry, LIMITED SEATS AVAILABLE!!!

The workshop will cover the following aspects in detail:

Importance of Financial Plan
-Overview of Financial Planning Basics – Concept of Compounding, Time Value of Money and Inflation Impact
-Detailed understanding of all the following steps of a Financial Plan with many Examples & Scenarios-
-How to understand Current Financial Status? – Calculating Net Worth and Creating Cash Flow Statement
-Risk Planning – Focus on Contingency Planning, Life & Health Insurance and how are they important for the Financial Plan
-Financial Goal Setting – Discussion on various types of Financial Goals and How to Finalize our Goals?
-Converting Financial Goals to Financial Plan
-Understanding Your Risk Profile
-Goal Assumptions
-Final Goal Strategy
-Can I retire Early?
-How to Choose Right Financial Asset?- Brief Discussion about various types of Financial Assets in Indian Markets and their Pros & Cons
-Financial Plan Implementation
-How to Design your Portfolio
-Ways to Invest?
-How to Clean up your current investments?
-Financial Planning Review – How & When to Review
-Role of Financial Advisor
-Thumb Rules to remember for Financial planning
-Concepts of SIP, STP, SWP and how to use them to your advantage?
-And much more!
-Minimum Half an hour Question & Answer session (Questions can be on any subject of Personal Finance – Mutual Funds, Tax Planning, Insurance Planning, Investment Planning, Goal Planning, Contingency Planning etc)