Jan 08, 2022 | 05:00 PM - 07:00 PM

Workshop on Investment Planning & Retirement Planning

Participants will have a better understanding of the concepts of investment planning and
personal investment portfolio management. The concept of risk and return will also be discussed
as well as ways for optimizing investment returns with the various types of asset classes
available.

Registration Fee: NIL
What you’ll get

Session Recording

Live tests & quizzes

Certificate of Participation

PDFs and material

Register Now

Workshop on Investment Planning & Retirement Planning

To Learn
From this Live Workshop

  • Introduction
  • Goal Based Investment Planning 
  • Emergency Fund, Life Insurance, Health Insurance 
  • Traditional Options 
  • Mutual Funds 
  • REITS/ Fractional Investments 
  • SGB 
  • Communicating With Family 
  • Q&A 

Workshop Mentor

Pujyasri Jetty
Certified Financial Planner - Money Nook
NISM Certified Investment Advisor Ex- Senior Manager - P&G MBA, NITIE - CAT 98.43%

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