Personal finance and handling Money Live webinar at 5 pm to 5.30 pm on 8th September 2021 by Mr. Sathish Kumar Financial Consultant

Personal finance and handling Money Live webinar at 5 pm  to 5.30 pm on 8th September 2021 by Mr. Sathish Kumar Financial Consultant Our youngsters are smart in Mathematics and in complex programs coding, but needs to improve when it comes to Personal finance and handling Mo…

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Know your Children’s Money Habits..!

Know your Children’s Money Habits..! by Anupama Aggarwal ,  Immpl.com As a parent, one realises the fact that each children is different even if they are siblings. They can have contrasting habits and personalities when it comes to their basic nature like eating habits, food pre…

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Safety Investment Tips by Vishal Kandelwal

Safety Investment Tips by Vishal Kandelwal If you have – 1. 8+ months emergency fund 2. Adequate Life+ Health insurance 3. Sufficient allocation into Equities+Non-equities 4. Own Home 5. No financial liability 6. Financial goals 5+ years later Stop worrying! This shall pass. J…

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How to Selecting a Financial Advisor?

How to Selecting a Financial Advisor? 1. Understanding your needs  First understand what you want out of a Financial Advisor.  Different investors have different preferences - Risk Tolerance, Time Horizon, Return Expectations etc 2. Talk to others one of the best ways to find po…

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Financial Planning : Assets Vs Lliabilities..!

Assets Vs Lliabilities Your assets and liabilities: The amount of assets—items of value—you hold, is a precise indicator of your current and future financial position. Assets tend to add to your income (either now or in future) example investments—in gold / silver, fixed de…

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7 Best Steps to Creating a Smart Financial Plan

7 Best Steps to Creating a Smart Financial Plan We face several hurdles when it comes to creating a smart and workable financial plan. Questions arise about how to start, where to start and what to do, and facing those questions can be scary. But, if you are focused and disc…

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Chennai 2019 Financial planning Training MSME Paid Class

Financial planning Training MSME Chennai 2019 Company and Individual financial planning training MSME Chennai November 22, 2019 Fee Rs. 7,000 (including GST) Pre-registration is Must Things to learn ..! Types of Investments Investing in Bonds Stock market Mutual Fund Life insurance Inco…

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In last 10 years, 10 major reason for degradation of financial situation of a Indian family..!

In last 10 years, 10 major reason for degradation of financial situation of a Indian family..! 1. Everyone in family owns smart phone 2. Vacations under social pressure 3. Buying a car as a status symbol 4. Avoiding home made food and unnecessarily eating out on weekends 5. Bran…

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WCMS WEALTH COACH EVENT ON GOAL BASED FINANCIAL PLANNING UNDERSTAND TO PERSONALIZE JUNE 29 2019 CHENNAI

WCMS Ltd  WEALTH COACH EVENT  ON GOAL BASED FINANCIAL PLANNING  UNDERSTAND TO PERSONALIZE JUNE 29 2019 CHENNAI.

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Financial snakes & ladders

Financial snakes & ladders FINANCIAL LITERACY

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Indian retail investors : 63% are interested in goal based products..!

Indian retail investors : 63% are interested in goal based products ..! While 22% retail investors invest their money for their sunset days, 20% invest to buy a house or car. Retirement and investing for a large purchase, such as house or car, are the top priorities for Indi…

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