Services Offered
As a part of my Financial Awareness Mission the following services are available to the organizations and individuals.The talks and presentations will be free of cost for all. Host organizations are expected to bear the costs of travel, stay and transport.
For “Corporates”, “Non Profit Organisations” and Defence Establishments
Presentations for about 20-50 audience.
1.Personal Financial Planning- 45Mins including 15 mins for questions.
Self Introduction- - Relevance and Importance of Finance Knowledge-Revision of some relevant basics –Attitude towards money- Happiness and money- Financial Planning Process Outline.
2. Understanding Investments- 45 Mins including 15 mins for questions.
Self Introduction—Equity as Investment --Some related Definitions and Types of Investors—On Day to Day trading-New Issues Guidelines- Investments Basics- On Mutual Funds- What to avoid
Note-
It has been found that application and practice is better if those married attend the session with their spouses. I do not sell any product or service during these sessions to keep focus on awareness and understanding. Individuals needing personal help will have to contact separately by appointment.
Only For Defence Establishments- Regimental Centers and Similar Organisations in Navy/ Air Force
1. Establishing a system of financial counseling for retiring PBOR – two days
2. Establishing a system of personal financial counseling for passing out recruits at Regimental Centres- one day.
Note- detailed programme will be worked out by mutual consultation.
For Individuals- consultation for
1. Personal Financial Planning
2. Retirement Planning
3. Separately Managed Accounts-For those wanting to learn “Equity Investments”