
This session is for professionals sitting on meaningful capital (₹8L+) who want to start planning & designing their investment strategy.
The session focuses on:
• Common mistakes people make in their first serious deployment
• How to think about allocation across equity, mutual funds, FDs, PPF, NPS & more based on your life goals
• How to think about risks, allocation & compounding in equity investments
• When to increase/decrease exposure in equities
Ideal for new professionals & business owners who are uncertain about financial planning despite having good income and savings.