Full Day Workshop - Comforting Lies Vs Unpleasant Truths

Topics for Discussion

1. Purpose of Investment & how to achieve your financial goals - If purpose of investment is clear, then only we can offer suitable solution to you.

2. Asset Allocation Strategy - How to choose appropriate asset allocation strategy as per your risk appetite & risk capacity.

3. Scheme Selection & Portfolio Review - How to choose appropriate mutual fund scheme as per your financial goal & time horizon.

Profile of Speaker

Saket Manocha is a Graduate in Science & Post Graduate in Computers, having experience of about 12 years in the financial services industry. He was awarded with designation of CFP^CM (CERTIFIED FINANCIAL PLANNER) by Financial Planning Standards Board, India in Oct-2009. He is also an AMFI Certified Employee having EUIN No - E195353. He has conducted many workshops/sessions in the past.

CERTIFIED FINANCIAL PLANNER^CM Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

Program Flow

Welcome Tea & Registration  9.30 am - 9.45 am

Session 1  9.45 am - 11.30 am

Tea Break & Group Photograph  11.30 am - 12.00 pm

Session 2  12.00 pm - 1.30 pm

Buffet Lunch  1.30 pm - 2.15 pm

Session 3  2.15 pm - 3.30 pm

Tea Break  3.30 pm - 3.50 pm

Session 4  3.50 pm - 5.00 pm

Launch of Our Blog  5.00 pm - 5.30 pm

End of Program  5.30 pm

Important Notes

1. Pre-registration is mandatory to attend the event. To register please click on Click Here to Register tab in green color at top right corner.

2. There are limited seats. Registration is on first come first served basis only.

3. Children are not allowed.

4. For images of our past events, please click on Resources / Image Gallery menu item.