Webinar on Financial Planning & Advisory Post COVID 19

Uncertain Times Can Create Unbearable Discomfort

And right now we are probably facing one of the biggest Uncertainties of our lifetime, COVID-19. 

If you are working or having your own business in FINANCIAL SERVICES, then no one knows the challenge better than you.

Falling Stock Market, lower Mutual Fund NAVs, negative ROI on most of the investments, diminishing value of portfolios, high medical costs, break-in income flow & many more factors like that have affected your clients badly over the last 3 months. Many of your clients never accepted the risks and uncertainties earlier. Hence, they are financially not ready for such contingencies.

As a result of all this, the paying & investment capacities of your clients have got hit. Their financial fear, in a way, if affecting your business too. Because if they invest less, you earn less.

So as FINANCE PROFESSIONALS or FINANCIAL ADVISORS, the 2 most critical questions before you are 

BUSINESS: Post COVID-19, What to do in your Financial Business, How to keep your clients intact, How to keep your business growing, How to add more clients .

CLIENTS: Post COVID-19, What will change in financial planning, What clients expect now from you, How to uphold the trust of your clients, How to make plans risk and contingency proof.

This Challenging Time can become The Changing Time for you

You need to know - WHAT to CHANGE & HOW to CHANGE.

JOIN US FOR AN EXCLUSIVE LIVE WEBINAR BY MR. SANJIV BAJAJ ( Managing Director & Vice Chairman – Bajaj Capital Ltd.)

Its your chance to meet Mr Sanjiv Bajaj and Interact one on one.

WHO SHOULD ATTEND

• Independent Financial Advisors & Financial Planners
• Insurance & Mutual Fund Advisors & Agency Owners 
• Professionals working in Banking & Wealth Management
• Professionals working in Mutual Funds, Insurance, Broking

& Anyone interested in knowing how to Reframe your Financial Goals & Financial Plans after Covid is over, so that you don’t have to face discomfort if uncertainties strike anytime again

Date & Time: Saturday, 25th April 2020 - (4:00 PM - 5:00 PM)

SPEAKER

 Mr. Sanjiv Bajaj

• Vice-Chairman & Managing Director – Bajaj Capital Ltd, India’s leading wealth mgmt. company for 57 years
• One of the most recognized faces of Indian financial services and wealth management industry
• Among the first batch of 25 Certified Financial Planner (CFP) certificants in India by FPSB USA
• Certified Financial Planner (CFP), MBA (Finance) & International Certificate from the Chartered Insurance Institute (CII), London, UK

Date & Time: Saturday, 25th April 2020 - (4:00 PM - 5:00 PM)

LIMITED SEATS AVAILABLE. BOOK YOUR SEAT FOR FREE, NOW.