wealth workshop
"Money mantra" workshop
“Money Mantra” is an initiative to hand hold the investment enthusiast in his/her journey to “Financial Freedom”. This workshop will focus on the theoretical and practical aspect of Financial Panning. You can learn to improve your savings, avoid debt traps, understand various tax saving avenues, asset allocations, Financial Goal settings and Estate planning etc.
Who can attend: Investment enthusiasts, MBA students, Employees, Individual Financial Advisers, Agents, BFSI Job aspirants.
Money Mantra (Free Introductory workshop)
Get started on a journey to Financial freedom
Duration: 2 hrs
Manage your money wisely and achieve your goals.
Money Mantra
A Financial Planning Workshop
Duration: 12 hrs (2 days)
- Create a Financial Plan
- Explore Tax Saving –(Direct Tax)
- Understand Estate Planning
- Manage Debt/ loans efficiently
- Avoid Money traps
Walk away with a Free Financial Plan for self
Post training support period of 10 days
About Our Mentor
Mr. Vinod Tantri – MBA, CWM, IA has over 17 years of professional experience in Banking, Wealth Management, Asset Management and Corporate Trainings. He has track record of conducting workshops on Capital Markets, Mutual Funds, Financial Planning, Taxation etc. Mr. Vinod has served in organizations like DBS Bank, Axis Mutual Funds and SBI Mutual Funds. In last 4 years he has delivered over 680 Investor Awareness Programs, 40 Equity/Debt workshops, 15 NISM CPEs, 40 NISM MFDs, 200 CFP lectures. He has delivered sessions in reputed companies like Wipro Ltd, BEL, ONGC, Page Industries, HDFC Bank, Corporation Bank, Axis Bank and many more.
