Learn To - Pick Your Investments - With Wealth Cafe Financial Advisors

 Many of you guys are investing your money regularly, you probably have a financial plan in place and are investing your money for your goals. But what next? Do you know how to select the right Mutual Fund Scheme which is right for your goals? or you are just checking on google - Top 10 Mutual Fund schemes to Invest in 2019


Personal Finance is very unique to each individual and one must make a plan based on their requirements and risk profile. There is no BEST Mutual Fund/Share for all, there is a RIGHT investment for you.


Lack of awareness and right knowledge leads to many errors with your investments which does not give you the expected RIGHT returns.
- You sell too soon or you sell too early
- You invest after the particular investment has already delivered the returns.
- You keep checking parameters which may not have any impact on your investments.
- You are not confident about investing your money at all in anything apart from Fixed Deposits.


To help you overcome these problems and much more, to learn about the details of investing in MUTUAL FUNDS, REAL ESTATE, EQUITY AND much more, we have introduced our EXCLUSIVE - FULL DAY WORKSHOP.


  • Your learnings from this Workshop
  • You will understand about all kinds of investment products including Mutual Funds
  • You will be able to invest on your own in Mutual Funds.
  • You will learn how to plan to buy your dream home.
  • You will learn when to buy and sell to make the most of your products.
  • You will learn about the basics of investing in Direct Equity
  • You will be able to DESIGN YOUR OWN PORTFOLIO!!.


About Trainers:


 Harsh Vardhan Dawar is a CA, CFA & FRM with over 10+ years of work experience in financial planning and investment advisory. Conducts workshops with live examples from the markets to keep you entertained and up to date with the moving trends.


Akruti Agarwal Iyer is a CA with over 5+ years of experience in Tax Consulting and 2+ years experience in personal finance training and content creation. Her enthusiasm and examples will make you learn and invest right away.

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  • Start Date: October 20, 2019 10:00:00
  • End Date: October 20, 2019 17:00:00
  • Type: Promotional
  • Location: Mumbai
  • Category: Workshops
  • Organizer : Iplan (Wealth CafĂ©)
  • Address: Wealth Cafe Financial Advisors Private Limited 5th Floor, Office 508C, Western Edge I, Western Express Hwy, Food Corporation Of India Warehouse, Borivali East, Mumbai, Maharashtra 400066, India

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