We run monthly paid workshops on the following topics scheduled on the 4th Saturday of each month at 7pm.
The details of the various workshops are given below.

Duration of each workshop will be 90 minutes including Q&A

1. Taking Charge of your Financial Life

  • Explaining the process of Financial Planning
  • Budgeting tips
  • Setting Realistic financial goals
  • Planning Insurance Protection
  • Creating an Investment Portfolio
  • Q&A

2. Planning your Insurance Coveragex

  • Life Insurance policy types
  • Which policy suits you – Case study
  • Calculating your Life cover- Case study
  • Why purchase Accident Insurance
  • Health insurance Coverage & tips to buy the right policy
  • Q&A

3. Creating a Mutual Fund Portfolio

  • Basics of portfolio creation
  • Identifying scheme categories to suit your time horizon and risk profile
  • Selecting the right schemes
  • How to review Scheme performance
  • Case study
  • Q&A

4. 10 Common Personal Finance Mistakes to Avoid

  • What are these 10 mistakes?
  • How to avoid each of them
  • Case studies
  • Q&A

An Ebook on the topic attended will be sent to each participant.


The charges for the workshop are Rs. 1000 per workshop.
For enquiries or to book your slot, kindly register on the link given below