About Seminar
"A goal without a plan is just a wish".
Like a house needs proper structuring and architecture on a similar note our finances also need a framework which helps you achieve life goals without any shocks or surprises.
Why Attend
In this Financial Health Check up, we would walk you through the following -
- Manage your money
- Regulate expenses wisely
- Maintain a personal balance sheet and dealing with surplus cash wisely
- How to create your personal investment portfolio
- Planning for Retirement
- Manage your Debt wisely
- Know one's Risk Appetite
- Planning your Estate & Taxes