Be Money smart and do your own Financial Planning
- Keen on learning and giving time to their finances
Financial Planning is not rocket science, yet not many people get it right
Managing Money is easy yet complicated
It's not the income that makes you rich, but your spending habits
Everyone works for money, the challenge is to make your money work harder for you
Simplifying investment planning, insurance planning, tax planning
This course will help you to take the front seat & take charge of your finances.This will help you in following ways:
You will learn to do your own financial planning with practical tips.
You will be able to build budget and savings plan for you
It will help in Identifying and planning for your financial goals like retirement, children's education, buying your dream home, become debt free
You will be able to calculate your adequate insurance cover and choose right insurance policies to cover you and your family.
You will be able to invest in right asset class in a balanced way and as per your risk appetite and financial goals.
You will be able to consolidate your financial life and get rid of unwanted/ non performing / unorphaned assets.
Overall, you will be be able to take wise & informed Financial decisions for life and you will Have the financial life you have always dreamt of.
A good financial Plan is a roadmap that shows us exactly how the choices we make today will affect our future.
Who this course is for:
- salaried, women, beginners
- 05:38Basics of Financial Planning - Decoding 50:30:20 Rule
- 07:49Insurance Planning
- 08:06Consolidate your Financial Life
- 06:33Tax Planning
- 00:44Take the next step, get on one to one Financial Consultancy session
Ms. Gurleen Kaur Tikku is a Certified Financial Planner. She runs the show at Hareepatti.
She is a Graduate from College of Business Studies, Delhi and a post-graduate from IMT, Ghaziabad.
With her Experience and Continued Education, she has managed to provide Financial Literacy and Financial Freedom to a lot of People in past 15 years.
She helps steer the wealth in directions that are advised based on one's lifestyle, requirements and future plans. The aim is to help "Create Wealth of Happiness" for as many families as possible.
Also, she has been awarded to be one amongst top 30 Women Entrepreneurs from Delhi and has been covered by many Media Houses. She has been writing various blogs and posts to Impart Financial Education.