+ 91-7065 57 9191
L29-34, Connaught Place New Delhi – 110001

19years experience in this industry

All In One Full Package

Workshop Module : Data Driven Stock Selection

Workshop Module : Mutual Fund/ Exchange Traded Fund Selection

Workshop Module : Dreams & Goal Planning through Ms. Excel

Covering crucial aspects of prudent FP:-

  • Cash flow planning
  • Protection planning
  • Retirement Planning
  • Concept of Compounding
  • Concept of Risk & Return
  • Goal Setting & Prioritizing
  • Concept of Human Life Cycle
  • 3 pillar model of Financial Planning
  • Human Life Cycle & Financial Goals
  • Components of Prudent Financial Planning
  •  Tax Planning
  • Basics of Financial Mathematics

Mode : Online Duration : 60+60+60 Mins x 3 Weekends