Kick Start your Investments - Webinar

Apr 25, 2020 - Apr 26, 202016:00-18:00
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The Webinar session on Kick Start your Investments will be conducted on 25th April 2020 at Mumbai.

All those who are not from Mumbai but want to attend our basic workshop to start their investing journey must attend this webinar. All you need is a laptop/computer access to attend the webinar, you can attend the same from the convenience of your home!!

The Wealthy Millennial Webinar is a live webinar that is conducted in 2 parts over Saturday & Sunday.

The best part about the Webinar
1. Learn about how to manage your money and start your financial journey from the comfort of your home.
2. Interact with the trainee and ask all your questions LIVE.
3. Participate in fun interactive polls
4. Have exclusive access to the live videos after the webinar for the next month.
5. Get your personal finance workbook and start-your-investment tool-kit in your inbox.
6. Introducing a ‘12 week wealth management’ training where after attending the webinar, you shall receive one email every ‘Thursday’ for the next 12 weeks with appropriate tools and workings to get saving, investing.
5. Exclusive membership to our Facebook group, a platform to discuss everything about personal finance.

Address the following questions

1) Is it too early to start investing? When should I exactly start managing my money?
2) I don’t have any savings, what is the point of knowing about investments?
3) What are my investment options apart from a Fixed deposit?
4) Can I invest to achieve goals both short and long?
5) Should I take a personal loan to travel?

AGENDA of the Webinar

It will be conducted in 2 parts:

Part 1 – 25 APRIL 2020 – Saturday – 04:00 pm – 06:00 pm

  • Introduction – Never Have I ever
  • Who manages your money?
  • Credit Cards – Let’s face it
  • How to pay yourself first
  • Introduction to Investing – Asset Classes
  • Types of Asset Classes
  • Know your ‘Risk Profile’
  • Understanding Risk Associated with your investments
  • Why should you Invest

Last Half hour – Q&A round

Part 2 – 26 APRIL 2020, Sunday – 04:00 pm – 06:00 pm

  • Miracle of Compounding
  • Charting out a ‘boring’ Investment Action Plan
  • Mutual Funds & Types of Mutual Funds
  • The risk associated with Equity and Debt Mutual Funds
  • How to decide which Investment product should you buy
  • Asset Allocation & When to sell -Term Insurance
  • Health Insurance
  • Insurance is not an Investment
  • Emergency Fund
  • Know your inheritance laws
  • Your Final TODO List

Last half-hour – Q&A round
Feedback & closing session

We make the Webinar very interactive and interesting and you will not even realize the time you spend on the webinar. 

9834112705 Mumbai Wealth Cafe Financial Advisors Private Limited, Mumbai Entry Criteria: Not Available
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