Join Us to Celebrate World Financial Planning Day (2023)

Join us to Celebrate World Financial Planning Day on 5th October as Hundreds of Finance Professionals Come Together on a Single Platform and share their experiences in the financial planning industry.

Date: 5th October 2023 (Thursday)
Time: 4:00 PM
Venue: Through Zoom Platform
Register Now to Book Your Seat for FREE.

FINANCIAL PLANNING - THE KEY TO ACHIEVING LIFE GOALS AND DREAMS

"Life isn’t just about dreaming; it is about working hard and smart to make your aspirations come true. When has anyone ever accomplished anything by just thinking?

Thus, it is not enough to merely think that one wants to buy a car, wants to send his/her child abroad for higher education, wants to have a luxurious holiday with family, or wants to buy a house. All these goals can only be accomplished when people plan properly to achieve them. Also, proper financial planning for both long and short-term goals can keep one away from feeling discouraged, as one can actually see wealth materialize for them to make their dreams a reality.

Financial planning is a step-by-step approach to meeting one’s life goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps people to be in control of their income, expenses, and investments such that they can manage your money and achieve their goals.

ROLE OF FINANCIAL PLANNERS

In this age of Google, anything we want to know is just a click away. But things like how to invest, cure a disease or even fly a plane, can't be learned with Google. Just think about this, when you have anything beyond a common cold, do you Google the symptoms and medicate yourself or do you go to a doctor who is professionally competent, certified, and experienced !!

Similarly, for financial planning and investing, while people may have a basic idea about the type of investment to own, most of the people lack insight and expertise that is best left to professionals.

In a few decades from now, India will have one of the largest elderly populations. What is shocking is the level of under­ preparedness of Indians for their retirement years. According to a Max Life and Nielsen study, 60% of Indians do not have any retirement plan. This is because they don't know about financial planning at all. Despite the misplaced confidence, financial literacy in India is still extremely poor 76% of the population is not financially literate, i.e., lack basic knowledge of financial planning, according to Standard & Poor research.

All of this will improve over time but only and only when Qualified, knowledgeable, and trusted Financial Planners handhold people in their financial journey.

WORLD FINANCIAL PLANNING DAY

Register Now to Book Your Seat for FREE.

Honorable Guest & Speakers

Mr Krishan Mishra
CEO - Financial Planning Standard Board, India

• Alumni - The Indian Institute of Foreign Trade, Entrepreneurship Development Institute of India, Ahmedabad, and Fellow from the Chartered Management Institute, UK. 
• Ex-Country Head, International Business (India and South Asia) at Becker Professional Education, Head - North and East India of Association of Chartered Certified Accountants
• Recognized among Top 100 Leaders in Education at the Global Forum for Education and Learning.

Mr Anant Ladha

• CA, CFP, CFA , LLB
• Founder at Invest Aaj for Kal
• One of India's Top Finance Influencers

Anant is one of India's topmost financial influencers and has 25 lacs plus subscribers to his social media channel. That makes him one of the most popular financial voices of the internet world. Academically a CA, CFP, CFA, LLB, Anant has a stellar educational background.

He is an expert Financial Advisor and investment Specialist, besides being a financial trainer to more than 15000 investors. CA Exam Rankholder, Anant is also an Official trainer of the CA Institute in India.

Since he loves sharing his views, he appears very regularly at TV channels like CNBC Awaz, ET NOW, NDTV, and Bloomberg Quint & has written numerous articles for Outlook Money, Money life, The Week, The Wallet, Times of India & Hindustan Times.

Mr. Anil Chopra

• Group Director – Corporate Affairs & Financial Well-being at Bajaj Capital Ltd
• Has been with Bajaj Capital Group for nearly 40 years
• Chartered Accountant & Certified Financial Planner by Qualifications
• An avid speaker with 1500+ sessions and talks to his credit
• Regularly appears at Zee Business, NRI News, Moneycontrol, Livemint, India Today, Business Today, Economic Times

Ms Madhu Sinha

• Dean - International College of Financial Planning
• B.Com (Hons), CAIIB, PGDFM, CFP, CIWM (Switzerland), Cleared various NSE Modules.
• Former Director of Financial Planning Standards Board (FPSB), India
• Ex- Senior Level Corporate Professional with SBI and UTI Mutual Funds for 18 Years.
• A Financial Services Industry veteran with more than 3 Decades of diversified experience
• Author of Financial Planning: A Ready Reckoner & Retire wealthy: Easy strategies for all