Meeting the long term financial goals | Power Management Institute

By admin on 02 Jun 2021

Language English

Programmes Participant Benefits:

· How to evaluate the best Investment options

· Thumb rules of Investing - Rule of RRR (Real Rate of Returns) Impact of Inflation, Principle of Safety Liquidity & Returns (SLR).

· Thumb rules of Insurance- How to choose their best protection plans, How much adequate protection cover is needed to safeguard one’s family.

· Principle of Asset Allocation - 90% success of Portfolio depends on right Asset Allocation- Equity-Debt-Cash, etc, Understanding Equity as a Wealth Creation Tool

· Wealth Creation- How to become Crorepati - Best strategies and ideas to create wealth, Understanding Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP).

· Power of Compounding -8th Wonder of the World.

· 5 Must-haves for Every Individual.

· How to Plan and achieve Financial Goals like Children’s Future Planning/Marriage/Higher Education.

· Retirement

· Understanding National Pension System and other Tax Saving options.

Programmes Course Coverage:

Importance of Financial Planning in Life.

Steps to start their Investments and start their Wealth creation Journey.

How Adequate Life cover is essential to meet any unexpected exigencies.

Time Value of Starting Early with your Investments and how the timing can instrumental for Wealth Creation.

How to make your money work for you.

Effort will be made to give 360-degree Financial Assessment to individual participant, if desired

Programmes Methodology:

Panel discussions, Seminars, Case-study presentations etc.

Programmes Who May Attend:

Executives in E1 to E7 grades.

Programme Overview and Objective:

Living a comfortable life with all luxuries is everyone’s dream. Every individual has their dreams and goals set, but only a few lay down the right path to achieve these. Most people in India procrastinate in planning for these goals, leading to little or no money to achieve them. Our objective is to give the right perspective and avenues for every individual by educating on When, Where, and How to Invest and help them with - Start Investing Early to save more for the future, Profiling the Risk-taking ability, Guiding in analyzing the risk, Taking appropriate Risk , Understanding and appreciating the Time Value of Money and Guiding and Landing to a secure financial future of individual’s choice.

Programmes Category:

MANAGEMENT

Programmes Venue:

Online Through MS Teams

Programmes Open to External Paid Participants:

Yes

Programmes Open to CRM Participants:

Programmes Residential/Non-residential:

Residential

Programmes Start Date:

Thursday, April 29, 2021

Programmes End Date: