Let's talk about your finances

I am a Certified Financial Planner (CFP).

I am part of an established wealth management company based in Bangalore. We are on a mission to create financially independent individuals.

Who can benefit from this session?
• Anybody (Indian residents, NRIs, foreign nationals) looking for professional help in managing their investments.

What can you expect from this session?
• Briefing on Personal Finance and understanding the norms of personal finance - no presentations, just real talk
• Where do you stand - get to know your financial position
• Investment products - Mutual Funds, PMS, AIF

Attendee experiences and opinions play a vital role!