Smart Money Moves: A Guide to Financial Planning
About the Event:
Are you earning but unsure how to grow your wealth? This online session is designed to help you understand the fundamentals of financial planning, including income management, goal setting, budgeting, and long-term wealth creation using regulated investment instruments such as mutual funds.
Hosted by a Certified Financial Planner, this session will empower you to take control of your financial future using disciplined investing through Systematic Investment Plans (SIP) and Lumpsum investments in mutual fund schemes registered with SEBI.
⚠️ Disclaimer as per SEBI guidelines: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Why Attend:
Learn how to build a personalized financial plan based on your life goals.
Understand how mutual fund schemes can help achieve long-term wealth accumulation.
Discover the difference between SIP and Lumpsum investment approaches.
Get clarity on common myths around investing.
Start your financial journey with knowledge, confidence, and a plan.
Who Should Attend:
Salaried individuals and working professionals (ages 18 to 60)
Beginners who want to learn about financial planning
Anyone confused about mutual fund investments or how to start SIPs
Young earners looking to build good financial habits
What You’ll Learn:
Essentials of budgeting, saving, and setting financial goals
Introduction to regulated investment options in India
How to use SIPs for goal-based investing
Lumpsum investing: When and how it’s suitable
Risk profiling and asset allocation strategies
Role of AMCs (Asset Management Companies), SEBI regulations, and investor rights
Tools and calculators to help you plan effectively
Where & When:
📍 Location: Online (Link will be shared after registration)
📅 Date: 10-August-2025
🕒 Time: 11:00 AM to 12:00 PM IST
💸 Fees: Free | Prior Registration Required
Important Notes (as per SEBI guidelines):
This is an investor awareness and financial education session. No direct product promotion or individual financial advice will be provided.
Past performance of any mutual fund scheme does not guarantee future returns.
Attendees are encouraged to consult a SEBI-registered investment adviser before making investment decisions.
Take control of your money. Join us to plan a smarter financial future.
🟩 Limited Seats Only – Reserve Your Spot Now!