About Seminar
The question often confusing is "Whether Financial Planning is an art or a Science?" Well the answer to this is Financial Planning is a Art in which there are various tools one has to understand and implement.
Everyone in life has certain goals such as buying an expensive car, a house, foreign trip, etc. To meet these needs one has to properly manage ones Finances, Tax, Retirement, etc. towards the Financial Planning and Investments.
Well around 70 % of people in India are not well versed with Financial terms. We at Financial Hospital provide expert advice based on your current financial status.
So why wait for anything else ? Join us in a session on how to plan and where to find safe heaven for your finance today.
Why Attend
Highlights of the Seminar:
- Why we need to plan our finances?
- What comes first (Priorities)?
- Why Planning is Important ?
- What is the Procedure of Financial Planning ?
- Various Investment options
- Which debt Investments are good ? (Bank FD/Government Securities/Debt Mutual Funds/PPF/NPS)
- Various options to Invest in Gold
- What is SIP? (Best way to reach your goals)
- Essentials for Investment
Speaker
Ms. Arpee Shah
Sales Head - Financial Hospital
Serves as the Head of Sales, where she leads the Financial Planning division with Financial Hospital. She is a Post Graduate Diploma in International Business Management (PGDBM) & Certified Financial Planner (CFP) by profession with over 15 years of experience across Financial Industry. She has an exemplary track record for increasing sales revenue for the company. Prior to joining Financial Hospital, she headed Third party distribution Channel as an Area manager in Bajaj Allianz and Star Union Dai-ichi post which she headed Products at Open World. She has hands on experience in Insurance, Trade funding & Advisory and highly passionate about helping others improve their financial health.
Her ideology is “We work hard to earn money, we should channelize it in complete synergy with our goals and risks, nurture it with discipline and time and we will surely see wonderful results.”
Registration
Registrations are Closed.
RSVP
Steffy Thomas
+91 7506440356
steffy@financialhospital.in