- Identifying the needs of the individual , the process and logic behind it and how a financial plan can create the road map for tomorrow.
- Creating a path to wealth in a stable ,consistent and healthy manner.
- Medical and Critical insurance – The need for it and how much should be the quantum ?
- Alternative investment class
The following are the two programs for Dec 2016
a. Personal financial planning workshop – A plan to help you plan your own financial plan
b. Retirement planning workshop -This will help to be better planned for your retirement.