The Art Of Money Management

Program Overview

Discovering your Hearts Core Goals
• Identifying your life goals is a first step towards financial freedom. This session will focus on helping you to discover your profound goals by applying a powerful technique of Financial Life Planning.

The biggest obstacle-Innocent Beliefs around Money
• We have assumed certain things around money without questioning them. This belief's become the biggest obstacle between you and your life goals. This session will focus more on unearthing these belief's and also how to change them to more rational beliefs.

Common Money Mistakes to be avoided
• After our experience of interacting with more than 1000 individuals, we found out a common pattern of people making financial mistakes. This session will focus on the specific Financial Mistake to be avoided.

Understanding the basics of Financial Planning
• Personal Financial Planning is a Science as well an Art. This session will cover different topics in Financial Planning like Insurance Planning, Investment Planning, Tax Planning & Estate Planning and Budgeting. In this session our Certified Financial Planner will give you lot of innovative concepts which you can apply in your day-to-day life while managing your finances.

Q & A
• The hallmark of this training workshop is being interactive. After the workshop sufficient time will be given for your queries on Financial Management.

LIMITED SEATS! BOOK TODAY!

Call 020-25666349 or mail us on info@nirajnanal.com

Venue: Hotel Orbett, Apte Road, Pune
Date: 07th August 2016
Timings: 11:00am to 01:00pm followed by Lunch.
Fees for the Workshop: Rs.1000 Rs.500/- (For Couples)


***** Special Attraction *****
• Free One on one Interaction with CFP about your Queries on Financial Management at our Office in Pune.
• Copy of Special Financial Planning Guide which will help you while managing your Personal Finances.

This workshop is only for Financial Education & Awareness and not for selling of any products.

Who will be benefited:
Anyone who is interested to achieve their Life Goals and manage their Finances Effectively.

• Our Previous Workshops conducted at various Organisations
• Fleeting glance on the educational sessions conducted.

Trainer's Profile

Mr. Niraj Nanal - CFPCM, RLP®

The founder of the firm is Mr. Niraj Nanal who is Registered Life Planner from Kinder Institute, USA & CFP from FPSB India (affiliated to FPSB USA). He has over 8 years experience in Financial Planning, Training & Advising.

He began his career with Kotak Mahindra as a sales manager where he was exposed to the financial world. He always had an inclination for entrepreneurship and this prompted him to foray into having his own firm "N R Financial Consultants". This firm was started in 2006 and in a short span of time made his mark in financial planning.

In the course of his work, he realized the immense potential of financial consultancy and value based advice to clients rather than just selling financial products. This led to the creation of a comprehensive financial planning system which gives an individual a holistic picture about his financial goals and prepares a concrete action plan to achieve them. He has also conducted several Financial Educational seminars in different organisations in Pune.

Apart from guiding his client's achieve their goals & dreams he is also a professional trainer to Financial Institutes & Financial professionals.