
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:
โ Understanding your financial goals โ short term, medium term, long term
โ How much to invest and where โ based on your income and expenses
โ Which mutual fund categories suit your profile โ large cap, mid cap, hybrid, ELSS, debt
โ SIP amount, frequency, and fund selection โ customised for you
โ Tax saving through ELSS โ how to save up to โน46,800 in tax annually
โ Common mistakes most investors make โ and how to avoid them
โ Review of your existing portfolio if you already have one โ honest assessment
โ 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