WEALTH MANAGEMENT CLASS CHENNAI JUNE 24 2018.
On 24th June PV Subramanyam (Subramoney.com) conducting a class on wealth management in Chennai (location, fees, etc details available on the link below)
This will contain basics on GOAL BASED INVESTING
How to select and stick around with Mutual fund schemes
How ULIP is not as much a monster, but still not a great buy too
Why term insurance should be taken only till your age of 55 years
How to say no to new financial products
Math of investing – the power of compounding
Equity investing – how, why, and how to avoid common mistakes
More on Retirement planning – my forte, right?
Investments documentation
Making a will / Nomination – and how documentation helps
Any other questions….that you might have.. starts at 9.30am finishes by 5pm…its a full day session
No comments:
Post a Comment