Managing the money is as important as earning it. This session talks about the simple 5 steps which investor should take in order to ensure proper channelizing of your savings into the investments.
Managing the money is as important as earning it. This session talks about the simple 5 steps which investor should take in order to ensure proper channelizing of your savings into the investments.
This workshop focuses more on asset allocation and goal based investing through SIP. Apart from it also talks about importance of having adequate Life insurance cover, health insurance cover and having the emergency fund in place through liquid funds.
After attending this seminar you will be more disciplined in managing your money, resulting into better financial future.
Key Takeaways:
AnchorEdge Training is the organization transforming the skills development, vocational training and corporate training landscapes.
The core objective of the organization is to providing the Real EDGE to the participants by not only providing the right knowledge but also helping them to acquire the right kind of Skills and to help them develop the focussed Mind set.
We conduct cutting edge Trainings and Workshops for Financial Institutions, Financial Advisors to help them to achieve their maximum potential. We also conduct unique Education Programs for Investors to spread the financial literacy. We aim to transform the financial training landscape in India.
AnchorEdge Training develops the training modules and workshops those helps Financial Advisors and Mutual Fund Distributors, Investors and Students to achieve the success in their respective fields.
AnchorEdge Training focuses mainly on the specialized workshops into the area of sales skill development, business development and client acquisition for Financial Advisors and other professionals involved into the promotion and distribution of financial products. Specially designed seminars and workshops of AnchorEDGE Training for Investors helps investor to learn the principles of financial discipline and also motivates them to stick to the discipline.
AnchorEdge also aims to provide the tools to the financial advisors and mutual fund distributors which can help them to build their brand on social media, thus increasing the business and leads.
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The objective of this course is to equip the members knowledge is principles of Financial Planning and Management of Wealth through guidance on Investments and Retirement Benefits by effective Investment Strategy.
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