Wealth 101: Earn beyond the Salaries

Wealth 101: Beyond the Salaries

Join us in person for an easygoing chat about setting your financial goals, building smart funds, and securing your future like a pro. Whether you're just starting out or want to level up your money game, this session's got you covered. Come ready to learn, ask questions, and take control of your financial journey!

Agenda

11:00 am - 11:30 am: The Foundation: The 6-Step Financial Planning Process

1. Opening remarks on why "earning" isn't the same as "building wealth".

2. High-level overview of the 6-step process to set the stage for the session.

3. Short-term vs. Long-term: How to align your timeframe with your investments.

4. Windfalls: Strategic ways to invest bonuses and salary increments.

5. Risk Mitigation: Practical tips on how to reduce portfolio risk during market volatility

11:30 am - 12:00 pm: The Mutual Fund Maze: SIPs, Caps, and Commodities

1. The Big Three: Breaking down Debt, Equity, and Hybrids.

2. Strategy: When to use a Systematic Investment Plan (SIP) versus a Lumpsum approach.

3. Diversification: Understanding Multi Cap, Flexi Cap, and Multi Asset strategies, plus the role of Gold and Silver.

12:00 pm - 12:30 pm: Life Insurance: Protection vs. Investment + Interactive Q&A

1. Sizing Up: Determining "how much is enough" and the best time to start.

2. The Great Debate: Comparing Term plans vs. ULIPs vs. Participating plans to find the right fit for a growing career.

3. An open floor for specific questions on market trends, tax implications, or the 6-step process.

High-Tea, Snacks & Networking: A casual wrap-up over tea and snacks, allowing attendees to connect with the Aureva Wealth team for personalized follow-ups.