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IAP MODULES

FINANCIAL PLANNING
With the help of Mutual Funds

Anchor Edge

Module Brief

Managing the money is as important as earning it. This session talks about the simple 5 steps which investor should take in order to ensure proper channelizing of your savings into the investments.

This workshop focuses more on asset allocation and goal based investing through SIP. Apart from it also talks about importance of having adequate Life insurance cover, health insurance cover and having the emergency fund in place through liquid funds.

After attending this seminar you will be more disciplined in managing your money, resulting into better financial future.

Key Takeaways

  • To understand the Simple 5 step financial plan to kick start the journey towards better financial future.
  • To understand the importance of having an adequate term plan.
  • To understand the importance of having an adequate health insurance plan.
  • To understand the importance of liquid funds for maintaining the emergency fund.
  • To understand the basics of asset allocation based on time frame and other factors.
  • To understand how SIP and ELSS are better tax efficient way of investing for long term.

LOGIC v/s EMOTION
Successful Equity Investing

Anchor Edge

Module Brief

The session talks about the single most important factor that differentiates Successful Investors from others. It talks about how most of the wrong decisions taken by investors are result of emotions like Fear, Greed, Envy etc. The session will describe with actual data and stories on why Logic should always be the prime factor while taking any investment related decision.

This session will help you to develop the better level of Emotional Intelligence which is required for becoming successful investor.

Key Takeaways

  • To understand the power of Equity as an asset class.
  • To understand the single most important factor that differentiates successful investors with others.
  • To understand How emotions lead towards the wrong decisions resulting into loss or lesser returns.
  • How simple Logic of investing for long term makes the most sense rather than continuous churning.
  • Why is it always better to invest through professionally managed MFs over DIY.

FINANCIAL FREEDOM
ABC of how to achieve Financial Freedom

Anchor Edge

Module Brief

The definition of being financially free varies from person to person, but the real definition of financial freedom is to be free from working (voluntarily and optional) without having to worry about the money. To be able to attain the financial freedom one needs to find out how much Financial Freedom Fund one requires and needs to have the right strategy in place to accumulate that fund at the safest, fastest and earliest way, so that one can spend more time following his/her passion rather than running after money.

The session talks about three step strategy to attain and insure the Financial Freedom at the earliest.

Key Takeaways

  • To understanding the real meaning of Financial Freedom.
  • To understand the method of calculating the Financial Freedom Fund.
  • To understand the three step process of achieving the Financial Freedom.
  • To understand how Term plan and Health Insurance can help you to assure your family's financial -freedom in event of uncertainty.
  • To understand how SIPs can help you to achieve Financial Freedom in faster and better manner.
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