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Financial Planning Step by Step Guide
Manish Chauhan
Last updated - AUG'23
90 mins - 3 hrs
English
This Session is suitable for
Course Content
- What is Financial Planning?
- Short Term vs Long Term Goals
- 5 core mistakes to avoid in financial life
- Risk Profiling - Risk vs Return
- Calculating your Life Insurance / Emergency Fund
- Importance of Retirement Planning
- Various Asset Classes and their role in your life
- How to build your Portfolio
- Mutual Funds - Long Term Wealth Creation Tool
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Rachana Chokkapu
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