About This Event
Key Conversations of the Session:
✓ From Salary To Wealth: Taking the leap from investing to building wealth
✓ Building A Structured Portfolio: Navigating the challenges of a larger investment corpus
✓ Balancing Diversification: How to balance convenience with diversidication
✓ Why Asset Allocation matters more than choosing the Right Investment
✓ The Finnovate Approach: An Overview of Our PMS Strategy
✓ The Role of Structured Financial Plan in Legacy Building
Speakers
Nehal Mota
Co-Founder, Finnovate
- A Certified Financial Planner and a SEBI-registered Investment Advisor. Has rich experience of over two decades across the financial services industry. She is on a mission to make every Indian Financially Fit. Empowered over 35000+ people to successfully manage and grow their finances.
Venue
Shantai Hotel, Off Moledina Road Camp 103, Pune, Maharashtra, 411002, India
