· 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.
· Thumb rules of Retirement Planning.
· Holistic Retirement Planning - What are the right investment options for Retirees enabling them to grow their corpus so it outlives them.
· A Unique Scientific Tool that works on the Principles Safety Liquidity and Returns (SLR) is used for retirement planning giving:
o Lifetime Cash Flow Planning, Post Tax Returns, Liquidity, Max portion of Portfolio in Guaranteed Schemes
· Helping Retirees find their post-retirement purpose of life through talks with experts
· Helping Retirees with Holistic Health Management through talks with leading health, yoga and Ayurveda experts.