Be Money Smart And Do Your Own Financial Planning

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Tags: Financial Planning

Simplifying investment options, insurance options, tax saving options

Last updated 2022-01-10 | 3.7

- Money management
- investing
- insurance
- financial planning
- saving

What you'll learn

Money management
investing
insurance
financial planning
saving

* Requirements

* Keen on learning and giving time to their finances

Description

  • Financial Planning is not rocket science, yet not many people get it right

  • Managing Money is easy yet complicated

  • It's not the income that makes you rich, but your spending habits

  • Everyone works for money, the challenge is to make your money work harder for you

  • Simplifying investment planning, insurance planning, tax planning


    This course will help you to take the front seat & take charge of your finances.This will help you in following ways:


    1. You will learn to do your own financial planning with practical tips.

    2. You will be able to build budget and savings plan for you

    3. It will help in Identifying and planning for your financial goals like retirement, children's education, buying your dream home, become debt free

    4. You will be able to calculate your adequate insurance cover and choose right insurance policies to cover you and your family.

    5. You will be able to invest in right asset class in a balanced way and as per your risk appetite and financial goals.

    6. You will be able to consolidate your financial life and get rid of unwanted/ non performing / unorphaned assets.

      Overall, you will be be able to take wise & informed Financial decisions for life and you will Have the financial life you have always dreamt of.

      A good financial Plan is a roadmap that shows us exactly how the choices we make today will affect our future.

Who this course is for:

  • salaried, women, beginners

Course content

1 sections • 6 lectures

Introduction 6 lectures

Introduction Preview 01:10

  • Who we are and How we have helped families take informed Financial decisions?

  • Who can benefit from this course?

  • Why one should subscribe to this course?




Basics of Financial Planning - Decoding 50:30:20 Rule Preview 05:38

  • Basics of Financial Planning

  • Everyone can do Financial Planning - It is not a Rocket Science

  • Simplifying 50-30-20 Rule

  • How to save more and spend less?

Insurance Planning Preview 07:49

  • Which are important insurance policies that one must have?

  • How to choose the right insurance policy?

  • How much insurance is adequate insurance?

  • How much does insurance products cost?


Consolidate your Financial Life Preview 08:06

  • Importance of Consolidation of Financial life

  • How you can consolidate your financial life by following simple steps.

  • Get rid of non-performing and unorphaned assets in your portfolio

Tax Planning Preview 06:33

  • Income tax slabs FY 2021-2022

  • New Tax regime vs Old tax regime

  • What are the tax deductions available?

  • How one can save maximum tax and do efficient Tax Planning?

Take the next step, get on one to one Financial Consultancy session Preview 00:44