Facilitator:
Mr Priyank Thakkar (MBA Finance) – Qualified Personal Finance Professional (QPFP)
Director Soham Capital Services
Highly accomplished financial expert with over 15 years of extensive experience in financial planning and goal-based investment strategies.
A proven track record in managing substantial portfolios, including corporate and High Net-worth Individuals (HNI) investments. Rich experience and understanding of unique financial needs helps design strategies to maximize returns thus ensuring long-term financial security.
Mr. Priyank Thakkar is committed to empowering his clients with financial knowledge and guiding them on the path to sustainable wealth creation and financial freedom.
Program Overview:
This program will give simple road map about WHY and HOW to start with Investments towards achievements of Financial Goals
Program Details:
- Know Why, How and Where to Invest
- Why should one invest?
- Benefits in the long run
- How to invest?
- Avenues available
- Where to invest?
- Choose the right mode, instrument and avenue basis individual financial goals
- Make your money work for you!
- Power of Compounding
- What is Compounding?
- How Compounding creates a magical effect?
- Live case studies on the Power of Compounding
- Personalised Goal based investing
- Reports and tools
- Live case studies
Methodology:
- This 2-Hour work Shop will give you clear mindset on basics of investments
- Boost your confidence to invest
- Avenues of investing
- Practical learning with examples and hands on approach
- Tools to allign existing investments with Life Goal like Retirement, Funding Children education and Marriage, Travel, Buying a House etc.
Who Can Attend?
- Students
- Working Professionals
- Entrepreneurs
₹399 (+18% GST)
(Tea/Coffee included)
8th January 2025 06:00pm to 08:00pm