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Shubharambh – Make your Financial Plan

Overview

A course focuses on the art of goal-based investing, helping you align your financial decisions with your life aspirations. Learn to identify, prioritize, and fund your short- and long-term goals through strategic budgeting and tailored investment approaches. This course equips you to take control of your finances, ensuring your money works for you every step of the way.

Topics covered:

  1. Budgeting tools
  2. Investing principles
  3. Goal based investing 
  4. Retirement and tax planning
  5. Asset classes and asset allocation
  6. Case studies
  7. DIY exercises
  8. E-Book
  9. Surprise bonus

Course Fee: Rs 999/-

Our specialist team understands the importance of maintaining a lasting relationships with clients to deliver specific investment solutions.
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