Financial Planning

by AnchorEdge Claim Listing

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.

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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:

  • To understand the Simple 5 step financial plan to kick start the journey towards better financial future.
  • To understand the importance of having an adequate term plan.
  • To understand the importance of having an adequate health insurance plan.
  • To understand the importance of liquid funds for maintaining the emergency fund.
  • To understand the basics of asset allocation based on time frame and other factors.
  • To understand how SIP and ELSS are better tax efficient way of investing for long term.
  • Ahmedabad Branch

    308-Eventi, Nr Devcorp Hotel, Opp Bavarchi Restaurant, Ahmedabad

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