Financial Planning Sessions
Online Financial Planning Sessions (IAP)
During COVID-19 situation we evolved some amazing Online IAP's.
Be ready for the Change and Welcome the change
Continuously working from home can also become boredom. However, there are some positive things also involved, like the expenses incurred daily are curtailed, saving money at weekend entertainment, and so on. This saved money can be huge but will it grow if you just curtail or you require shifting the money to an instrument which can help you grow the money. It’s a million-dollar question of where to invest in this situation.This is the right time to think about financial planning as we have time to analyze and also work on our finances. The HR department of the company can probably take an initiative under the employee’s engagement activities online to make them understand about financial planning. We have a holistic approach on the million-dollar question.
How the session will be conducted?
The session can be done through online application. The different platforms used are Zoom, Webex, Teams, Skype and so on. This enables everyone to connect from anywhere. We can provide the link or the concerned authority of the organization can suggest through which app we can connect with the participants. The session can be scheduled as per the time and date provided.
Our Reach:
We conduct sessions in multiple languages at various locations for all grades of employees. We have trainers across the country who can conduct training in local languages in order to make the participants to easily understand the concepts. The online sessions has changed the nature of conducting the session. The range of attendees has widened. The session has reached not only every nook and corner of the country but all over the world.
What does the session covers?
1) New investment opportunities compared to traditional way.
2) To understand the importance of beating inflation.
3) Disciplined financial planning to achieve dreams and goals in life.
4) Benefits of starting early.
5) How to lead a very good life at various stages.
6) Asset Allocation
7) Power of Compounding
The beauty of our sessions is that they are conducted free of cost as they are fully sponsored from education/awareness budget of BFSI sector.
SEBI / AMFI encourages under Government Financial Inclusion and Skill Development program to conduct these Investor Awareness Programs to empower the End Investor in making correct decisions during their Wealth Creation Journey and do perfect Financial Planning.
Session Photos
On-Venue Financial Planning Sessions (IAP) - NEVER SPEND YOUR MONEY BEFORE YOU EARNED IT
ABOUT INVESTOR AWARENESS PROGRAMME
The program is about creating awareness among every individual to manage his/her money in an efficient and disciplined manner. Important aspect in money management is awareness of financial planning. Hence this Program facilitates in guiding individuals to manage their finances and wealth creation.
The beauty of our sessions is that they are conducted free of cost as they are fully sponsored from education/awareness budget of BFSI sector.
SEBI / AMFI encourages under Government Financial Inclusion and Skill Development program to conduct these Investor Awareness Programs to empower the End Investor in making correct decision during their Wealth Creation Journey and do perfect Financial Planning.
Investment, Wealth creation, Financial Planning is the most non glamorous topic for most of the people. People celebrate the purchase of a new house, a new car and sometimes also a new shirt. They will enjoy a movie, game or a get together but not like any insights on goal-based planning. They hardly have a specific or clear financial goal.
The session is can be conducted for: 1) Corporate employees 2) Associations for their members 3) Housing societies for their residents 4) Open house session by inviting clients, referrals and through word of mouth. HR department and management of companies have a responsibility of organizing employee welfare activities. An IAP fits in very well into this objective.
Why Investor Awareness Program is necessary?
1) New investment opportunities compared to traditional way.
2) To understand the importance of beating inflation.
3) Disciplined financial planning to achieve dreams and goals in life.
4) Benefits of starting early.
5) How to lead a very good life at various stages.
Investor Awareness Program includes:
- INFLATION
- UNDERSTANDING THE RISK
- ASSET ALLOCATION
- DIFFERENT ASSET CLASS
- POWER OF COMPOUNDING
- SIP CALCULATOR
Our Reach:
We conduct session in multiple languages at various locations for all grades of employees. We have trainers across the country who can conduct training in local languages in order to make the participants to easily understand the concepts.
We have always experienced that immediately after session the participants requires some guidance and they approach us for the same. Hence we request to give permission for help desk post session for about an hour to clarify the queries.
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- A. Bartlett Giamatti