Grow Wealth with SIP & Mutual Funds! ๐Ÿ“ˆ

Parth Rajjoshi

profile
Grow Wealth with SIP & Mutual Funds! ๐Ÿ“ˆ
profile
FREE
60 mins

What is this session about?

You earn well. But your money is sitting in a savings account or FD losing value to inflation every year.

This session is for anyone who wants to start a SIP, review their existing mutual fund portfolio, or simply understand where their money should actually be going โ€” based on their specific income, goals, and risk appetite.

Not a generic webinar. Not a YouTube video.

A specific, personalised conversation โ€” just for you.

What we will cover in this session:

โœ… Understanding your financial goals โ€” short term, medium term, long term

โœ… How much to invest and where โ€” based on your income and expenses

โœ… Which mutual fund categories suit your profile โ€” large cap, mid cap, hybrid, ELSS, debt

โœ… SIP amount, frequency, and fund selection โ€” customised for you

โœ… Tax saving through ELSS โ€” how to save up to โ‚น46,800 in tax annually

โœ… Common mistakes most investors make โ€” and how to avoid them

โœ… Review of your existing portfolio if you already have one โ€” honest assessment

โœ… Questions โ€” anything you want to ask about mutual funds, markets, or your money

Who is this for?

โ†’ Salaried professionals who want to start investing but do not know where to begin

โ†’ Business owners with surplus cash sitting idle in FDs or savings accounts

โ†’ Young professionals in their 20s and 30s building wealth for the first time

โ†’ Anyone who has heard about SIPs but wants a personalised plan โ€” not generic advice

โ†’ Existing investors who want a second opinion on their current portfolio