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Three Rules for a Successful Financial Life

May 17, 2018 04:00 PM (IST)

91springboard BKC

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Ever wondered how to take your personal finance from 'savings' to 'wealth'? You wouldn't want to miss this one-of-a-kind workshop around personal wealth & success!


Anand Dalmia

Co-founder at Fisdom

Anand leads the business development effort at Fisdom. He has more than a decade of experience in the investment banking space and has worked for reputed organizations like Macquarie, USB, and Avendus. Anand holds a MBA from IIM, Lucknow.

  • Financial Modeling
  • Investment Banking
  • Business Development

More about the event

Agenda:

1. Introduction - an interactive segment which establishes the need to understand and take charge of personal finance

2. Financial Goal - planning & achieving

3. Understanding the types of investment products and their suitability

4. How to understand and manage risk

5. Efficient Tax Saving

6. Guidance on saving, spending and investing

7. Understanding the cost of delay and inaction


The workshop will be an interactive session with Q&A embedded into the session

Add this to your calendar

 May 17, 2018 04:00 PM (IST)

91springboard BKC
91springboard BKC 1st & 2nd Floor, Kagalwala House, Plot No. 175, Behind Metro House, CST Road, Kalina, Santacruz East, Kolivery Village, MMRDA Area, Bandra Kurla Complex, Santacruz East, Mumbai, Maharashtra 400098 Mumbai
400098

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