Book Your Free 1-1 Financial Planning Consultation

EVENT INFORMATION

Why you should attend this Customized Personal 1-1 Financial Planning Consultation?

Does hearing the word Finance make you jittery? You might be earning a very good salary but are you investing it equally well, maybe not. This Customized Personal 1-1 Financial Planning Consultation for individuals who want to learn how to better manage your money. We will help you to improve your financial literacy and understand Goal-based financial planning. Post attending this Customized Personal 1-1 Financial Planning Consultation, you will come up as someone who is in better control of personal financial matters and continue focusing on your career and pursue your passion in life.

What is Goal-based Financial Planning?

Financial Planning without goals is incomplete. Any person might think saving money is enough to meet all requirements. This is like a shot in the dark. Most often than not you will be left with huge gaps between what is available & what is required. Every individual has several financial objectives/goals across different life stages - starting from an emergency fund to buying a car, home, children's education, marriage, planning retirement etc. Goal-based financial planning helps in identifying such goals, defining a timeline, and making focused investments based on risk-return profile.

Learn to create a Financial Plan using Excel.

Here is our Guaranteed Consultation for the session.

Quantitative Data (All financial records including salary slips, details of other income, Savings & Investment – bank A/c, FDs, stock & Mutual Fund Investments, IT Returns, etc)

Qualitative Data (To get an understanding on client's behavior & attitude towards money, his background, etc.)

What documents are needed or not needed?

Value addition during Data Collection

How to organize Data and documents

Correction of Data Points (Using Advisor's Experience)

Financial Goals Articulation Guidance (SMART Goals)

How to do Data Entry (Input)

Cross-Checking Data Entry

Shortlisting Financial Goals for Plan (corpus required, timeline, strategy adopted)

Retirement Planning – Accumulation & Withdrawal Strategy

Basic understanding of Asset Allocation

How to decide Asset Allocation based on client risk capacity, goal timeline

Estimating monthly surplus and allocation

Undertaking a Gap Analysis for Insurance/risk cover (Human Life Value Calculation using Income replacement & Needs-based method)

Automation, Linkages of different sections

Who is the Real Hero Financial Plan, Financial Planning Software, Excel or?

Being in the listener's shoes

Understanding what the lead/client really wants

Flow of presentation

Revision of Data points and Revision of plan

Periodic monitoring of the Plan to review its progress and undertake Portfolio rebalancing, and other adjustments to keep you on track to meeting goals

The Aha moment!

Program Fee: FREE

HURRY! LIMITED SEATS ONLY.

Book Your Seat Now and Grab an EARLY BIRD DISCOUNT.

Don’t miss it. It is once in a lifetime event to learn how to manage your hard-earned money. How to plan your retirement. How to Plan your children's education. How to Plan Your Children's Marriage, Estate/Succession Planning and many more...

EVENT INFORMATION

Date: 28th June 2023

Day: Friday, Saturday & Sunday

Time: 7:00 PM to 8:00 PM

Get coached by one of the best practicing Financial & Mutual Fund Coach - Mr. Vijay Gupta

About the Speaker

Mr. Vijay Gupta

Certified Financial Coach

SEBI Registered Mutual Fund Distributor-(ARN-95955)

Founder of MySavingClub.in®.

MBA (Finance)

MCA

NISM Certified - VA

More than 15 years of experience in the financial and mutual fund industry.

#education #finance #entrepreneurs #financialfreedom