At some point in your financial and investing journey, you ask the following questions.
- Will I be able to reach my financial goals of education of my children and my financial freedom?
- Am I over diversified? Do I have too many investments in my portfolio?
- Am I saving enough?
- How much of my money should be invested and where? Should I have more of fixed income or more of equity? Does the amount of real estate in the portfolio make sense?
Almost all answers to the above depend on two words – “plan” and “structure“.
Announcing the 2020 edition of Money and You workshop on financial planning, investing, money and mutual funds.
The Money and You workshop is about helping you build that plan and structure your portfolio in line with your needs and goals (and not your banker’s or friends/colleagues).
In this workshop, you will:
- Build your own financial plan in line with your goals.
- Determine your asset allocation
- Check if your current investments are right for you
- Move closer to having a focused investment portfolio
- Take investment decisions with confidence
The workshop will also have a section on taking a structured approach to selecting mutual funds.
The “Money and You ” workshop will help you become aware of where you are today with your money and what concrete steps you should be taking to get that early retirement, fund your children’s education, set aside money for your own venture and many more decisions.
You will walk out with an actionable plan that you can immediately start putting into practice and get some quick wins.
You don’t need any prior knowledge for attending this workshop.
For best results, you may bring your own device (laptop/tablet) with Spreadsheet software to work with your own data. This will enable you to build your plan along and chart out your own asset allocation and investments.
(It’s okay if you wish to do this back home after the workshop)
Since this is an action oriented workshop which needs a lot of focus, the number of seats are limited – only 20.
So, if you are planning to change the way you look at your money and investments and make your money work for you, register now.
It will also be ideal if you join in with your spouse (if you have one). You see, it takes 2 to tango and finances definitely need your spouse’s support. It will also help build the necessary bridges to walk together for a successful financial journey.
Facilitator – Vipin Khandelwal, SEBI Registered Investment Adviser and Founder – Unovest
Venue – AwFis, Sabari Complex, 24, Field Marshal Cariappa Rd, Shanthala Nagar, Ashok Nagar, Bengaluru (10 mins walking from MG Road Metro Station) (Google Maps link)
Date – Jan 18, 2020; 10 AM to 2 PM
Registration fee – Rs. 1,500 + taxes per seat.
If you have any questions or want to do a direct bank transfer, write to me at email@example.com
Note: If you are an active Insider Plus subscriber, you can get 1 complimentary pass to the workshop. Write back with your interest to attend the workshop.