Our presentation on 5th march – An eyeopener to many


Presentation highlights

  1. Identifying the needs of the individual , the process and logic behind it and how a financial plan can create the road map for tomorrow.
  2. Creating a path to wealth in a stable ,consistent and healthy manner.
  3. Medical and Critical insurance – The need for it and how much should be the quantum ?
  4. 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.

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