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Wokshop on financial planning

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:

buy your dream home get advice

Before you buy your dream house

Is it really necessary to follow the age old goal of owning a house? Is it really practical in today’s times? We’ll help you ask the right questions for the right answers.
financial advice for doctors

Common mistakes done by Doctors

We ensure that you lead a healthy, financial life! Hey Doc, let’s not be so ad hoc!
financial advice for it-professional

Common mistakes done by IT professionals

As part of one of the highest paid industries of today, we help you make wise financial choices and appropriate investments for monetary flexibility.
financial advice for SME

Common mistakes done by SME owners

You and your business are two separate entities. Let there be no identity crisis here! We help you manage personal finance and business finance.
financial advice for professionals

Financial planning for creative professionals

Are financial decisions holding you back? We’ll help your creative juices flow in the right financial direction.
Investment plans

Investments

It’s high time we look at investments as a means and not an end. Learn to invest to achieve your quest!
Tax Planning

Tax Planning

Take a few necessary measures with our help, and it’s actually not that Taxing!
What is Life Planning

What is life planning?

Set your priorities and invest to achieve them! Invest to achieve a goal and don’t look at investment as a goal.
Webinar for IAPP Members

Webinar for IAPP Members

workshop conducted for Indian Association of Practicing Pathologist (IAPP, Pune).
webinar on women finance planning

Webinar for Women

Webinar conducted to empower financial future for Women.
webinar on retirementplanning

Financial Planning for Senior Citizens

Conducted a Seminar on Financial Planning for Senior Citizens to gain valuable insights on managing finances during retirement.

Will and Succession Planning

The seminar on Will & Succession Planning, held on 9th February 2025, emphasized the importance of preparing for the future.
Financial Planner

Financial planning for
creative professionals

investment

Science on
investment

mutual funds

Understanding
mutual fund

Snapshot of the workshop conducted for Indian Association of Practicing Pathologist (IAPP, Pune)

What attendee have to say about the workshop

Snapshots of the seminar conducted on Financial Planning for Senior Citizens

What attendee have to say about the workshop

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