Skip to content

Are Mutual Funds the Real MVP for Freelancers and Agency Owners?

Photo of Mayank Kumar
Hosted By
Mayank K. and Sakshi S.
Are Mutual Funds the Real MVP for Freelancers and Agency Owners?

Details

As freelancers and agency owners, we’re constantly chasing deliverables, managing teams, and juggling client expectations. But what about our money? With unpredictable income cycles, tax stress, and no employer-backed retirement plans—building long-term wealth can feel like a distant dream.

This session explores how Mutual Funds can be the true MVP for creative professionals—helping you:

  • Smooth out your cash flow with strategic withdrawals
  • Grow your savings passively while you focus on business
  • Plan for taxes, emergencies, and retirement without stress

Whether you’re bootstrapping a new agency or freelancing full-time, this talk will simplify how mutual funds work, bust common myths, and share practical strategies tailored for self-employed professionals.

Joining us are two powerhouse speakers:

  • Yogita Mongiya, Investment Coach at AssetPlus, who will break down mutual fund strategies tailored for freelancers and solopreneurs.
  • Pryank Agrawal, Founder of Housewise & MostlyNRI, who will share insights on how business owners—especially in the digital and global space—can leverage mutual funds for smarter, more stable financial planning.

Let your money work for you—just like you work for your clients.

Photo of WordPress Delhi NCR Meetup Group group
WordPress Delhi NCR Meetup Group
See more events