WEALTH MANAGEMENT CLASS CHENNAI JUNE 24, 2018


WEALTH MANAGEMENT CLASS CHENNAI JUNE 24 2018.

On 24th June PV Subramanyam (Subramoney.comconducting a class on wealth management in Chennai (location, fees, etc details available on the link below)

This will contain basics on GOAL BASED INVESTING

How to select and stick around with Mutual fund schemes

How ULIP is not as much a monster, but still not a great buy too

Why term insurance should be taken only till your age of 55 years

How to say no to new financial products

Math of investing – the power of compounding

Equity investing – how, why, and how to avoid common mistakes

More on Retirement planning – my forte, right?

Investments documentation

Making a will / Nomination – and how documentation helps

Any other questions….that you might have.. starts at 9.30am finishes by 5pm…its a full day session

https://onewallet.in/wealth-management-class/ 




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