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Financial Life Planning (FLP) is not limited to investing and saving your money. There are many variables to it that we generally tend to overlook. Every individual has his/her priorities and issues and every issue has a solution. Whether it comes to artists, doctors, IT professionals, entrepreneurs everybody have their own financial pain points we have creative suggestions and solutions for all! Come and be a part of our workshops which are targeted at a specific demographic and here, we address many such issues and offer innovative concepts and solutions. These workshops are absolutely free of cost!
The topics we have covered so far are:
Before you buy your dream house -
Common mistakes done by Doctors –
Common mistakes done by IT professionals –
Common mistakes done by SME owners –
Financial planning for creative professionals –
Investments -
Tax Planning –
What is life planning? –
Financial planning for
creative professionals
Science on
investment
Understanding
mutual fund
Snapshot of the workshop conducted for Indian Association of Practicing Pathologist (IAPP, Pune)
What attendee have to say about the workshop
“Understood the investments in Equity, Real Estate & Gold which are important and were misunderstood earlier.”
“Many things were clear and done in lucid language.”
“We as doctors never had any Financial Education, it was helpful session. Would look forward to have knowledge about Retirement Planning and more of equity investment.”
“Various doubts regarding asset allocations are clear. Specially got to know differences between various Insurance.”
“It was a good financial treat especially regarding Real Estate and Gold Investment. May be more such sessions should be done.”
"It was an insightful session specially on topic - House is an Asset or Liability. Sunday morning well spent!"
"It was a great session!"
"Great! It was an informative session today. Hoping for many more such sessions in future. All the best."
"I wanted to express my heartfelt gratitude for the incredible seminar on financial independence that you led. Your expertise was evident throughout, and the way you made complex financial concepts accessible and actionable was truly impressive. Thank you for presenting everything in such a simple and structured manner. This was the reality check I needed, & I now feel much more positive and motivated to take the right steps. Thank you for your dedication & for sharing your wealth of knowledge. I am truly grateful for the inspiration and practical advice you offered."