Be a part of our

DIY Financial Planning Workshop - For Beginners

We will teach you how to do your financial planning in this workshop. Dedicate one full day with Manish/Nandish and give a new direction to your financial life.

Mumbai

21st Mar (Saturday)

Postponed. Will update new dates soon.

Content of the Workshop

The event is divided into 3 sessions as mentioned below.

Topics covered in session 1

  • Life Insurance
  • Health Insurance
  • Emergency Fund
  • Retirement Planning
  • Children Education
  • Children Marriage
  • Buying House / Home loan prepayment

Topics covered in session 2

  • Inflation & Purchasing Power
  • Asset Classes
  • Asset Allocation
  • Power of Compounding
  • Power of Automatic Investing
  • Risk and Return Dynamics

Topics covered in session 3

  • What is Mutual Funds
  • Types of mutual funds
  • Equity vs Debt mutual funds
  • Power of mutual funds
  • Best practices of investing in mutual funds
NOTE: There will be a lunch break and a tea break in between the session. Both Lunch and Tea are included in the price of the ticket.

Speakers for the Workshop

Manish Chauhan

Manish Chauhan

Manish Chauhan has been writing on personal finance from last 10 yrs. He has also authored close to 800 personal finance topics across all topics and has been known for his simple teaching style with utmost clarity.

 

He has also led dozens of workshops for investors in various cities. Manish has also authored 2 personal finance books with CNBC called “16 personal finance principles every investor should know” and “How to be your own financial planner in 10 steps”.

nandish-desai

Nandish Desai

Nandish Desai has worked with thousands of investors one on one and understands the overall issues and problems an investor faces in his life. He is known for his thought-provoking ideas and unconventional coaching style. He has led several personal finance workshops for companies and individual investors across India.

 

He writes straight from his heart and his mission is to make personal finance FUN and help people fall in love with the process of wealth creation. Nandish has also authored a personal finance book with CNBC called - "11 steps to achieve financial freedom".

FAQ (Frequently asked questions)

I am a begineer. Will this be suitable for me?

100% . This session is mainly designed keeping in mind a totally new beginner, this session is for you.

Will there be complex calculations involved in the workshop?

Not at all. There are no complex calculations at all. We will give you a very simple framework to find out answers. The most complex things you will do is addition and multiplication

Don't worry, we understand that not everyone like maths ! 

Will there be interactions one on one?

This is a group session. 

Whatever we will teach will be to the whole group. Please don't confuse this with a financial planning exercise which happens with a financial planner. 

We are mainly teaching you how to do some calculations to arrive at numbers for any financial goals. However you can discussion your doubts and clarify them in the session.

WIll you be teaching us how to create a portfolio and choose mutual funds?

That's not focus on the program. The focus is on financial goals part and financial planning. 

Portfolio creation can not be taught in few hours and is out of scope of the program. However we will touch upon that topic a bit and talk about it. However its not the central theme 

Do I need to bring a laptop or calculator to the session?

No, its not required.

Refund Policy

A full refund will be provided if registration is cancelled more than 10 days before the event date. No refunds will be given if cancelled less than 10 days before the event date.

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