Financial Planning Workshop – Book your ticket now!

2 min read

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:


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)

Who Should Attend?
All working professionals, homemakers, retirees – Basically all who take personal money decisions.

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