Financial planning is a dreaded & stressful activity. Most people either postpone it due to its complexities or go with hearsay advice to start some investments. We, however, feel financial planning is an extremely personalized activity as everyone’s circumstances & goals are different. It’s the most serious discussion you need to have with yourself & start immediately. Vaibhav and Bhairav took their start-up plunge last year and created a plan to address the uncertainties that come along with starting up or working for a start-up. This experience, coupled with their education (both IIM alums) & interests (Behavioral Finance & Capital markets) led them to start the financial consulting work.
Their approach involves doing holistic financial planning which covers identifying & saving for all your Obligations & Goals, Taxation & Insurance. This session will cover the following:
• Why Financial Planning
• Our Philosophy - Create a plan that takes care of the following:
Your Obligations (Retirement, Parents Welfare, Kids Education, Marriages, etc.)
Your Future and Current Goals (House, Vehicle, Travel, etc.)
Dreams (Starting up on your own, Early Retirement, etc. )
• How much do you need
• How to achieve the above goals
Marshmallow Experiment – Different Styles of Investing
What we recommend
How to achieve Peace of Mind
• General Idea of different forms of Investments
• Where to invest and Expense Optimization
• General Thumb Rules to control your finances
Who should attend?
This workshop is for anyone who wants to know more about Financial Planning. We especially recommend it for people who have recently started-up or are planning to take the start-up plunge sometime in the near future.