We are happy to announce, our next full-day workshop in Mumbai is scheduled on 22nd July 2018 (Sunday). Generally, we give 30-35 days for people to register but this time the gap is less and so check your schedule at the earliest and book your seat.

The workshop is an opportunity for investors to work on their financial life. We will share all that we have learned about personal finance with all participants. The workshop is only for the action takers and it will start the moment you will register.

Register for Mumbai workshop on 22nd May 2018 (SUNDAY)

Venue and Timing Details

8:30 am - 6:00 pm , 20th May (Sunday) , 2018
Motilal Oswal Tower, Gokhale Road North, 
Prabhadevi, Mumbai,

Check our Workshop Page for Schedule

Special Criteria to join the workshop

How do you know if the workshop is meant for people like you? Put your hand on your heart and get honest with yourself. Read the following points and see if these points are true for you.

• If you find personal finance boring (like my wife)
• If you convince others and yourself that personal finance is not your cup of tea
• You hate numbers and are a big-time avoider when it comes to money management
• You are PhD when it comes to procrastination
• You want to get into action but you don’t know from where to start
• You are confused with what to do and what not to do because of the overall bombardment of information on the name of investor education
• You really want to move beyond planning and want to learn how to design your financial life.
• You want to make 2018 your BEST FINANCIAL YEAR

The New Structure of the workshop

Step 1 : Book your Seat  – The first step is to book your seat by paying the fees

Step 2: Financial Health checkup – Once you register, a certified planner will give you a welcome call and start the detailed financial health checkup with you

Step 3: Participate in Full Day workshop – After the financial health checkup you will be more clear on where you stand in your financial life. Its time to attend our full day workshop

Step 4: Get 2 Financial counseling calls – Finally after the workshop, you get personalized attention from us and you get 2 financial counselling calls to make sure you complete your pending important financial life actions.

Last Pune workshop experience

We had a total of 93 participants in our last Pune workshop (it was held on 20th May 2018) and the experience was amazing. We got an opportunity to learn and share with investors and clients from Pune. Our entire team travelled from Ahmedabad to be a part of the event.

We all had one intention, helping participants in creating an awesome financial life forwarding them in taking actions in their financial life. All the participants were able to identify 5 core actions in their financial life and we as a team helped them in completing those actions.

Why the workshop is now more action-oriented?

It is because the only ACTION produces wealth. We started with a day workshop but now after working with a
few hundred investors we realized that the one-day event needs something more to it. Our intention is not to get a fee from investors, we want their full commitment and we want them to produce some amazing results in their financial life.

The workshop is strictly for investors and not for advisors or finance professionals. If any advisor/IFA/CFP is found to be registering for the workshop, he/she will not be allowed to participate.

If you have never participated in any personal finance workshop let this one be your first experience. If you have any questions you can write in the comments section or you can email on [email protected]