Multiple goals require savings. These include children’s education, children’s marriage, retirement, buying property, foreign tours, etc. In such a scenario, it is difficult for your clients prioritise their goals and create an all-inclusive portfolio.
To address this, the upcoming episode of ‘Smart Investing’ will have a power-packed panel discussion led by K.S. Rao - Head Investor Education & Distribution Development, Aditya Birla Sun Life MF. Noted authors, trainers, & bloggers - Amit Trivedi and P V Subramanyam along with Suresh Sadagopan of Ladder7 Advisories will be a part of the esteemed panel.
The trio will resolve some of the common investor concerns around personal finance. In addition, the panel will also share some simple money management tips.
Your clients will benefit from the upcoming episode as it promises to touch upon some of the most relevant topics like:
- Thumb rules of investing
- Prioritising financial goals
- Ensuring optimum mutual fund diversification
- Creating a retirement corpus
- Checkpoints hinting at better financial control
In addition, the panel will also take up questions from the audience during the webinar.
The episode will go live on 1 Sep 2021, Wednesday at 6:00 pm. Click here to know more and register.
‘Smart investing’ is an IAP webinar series, launched by Aditya Birla Sun Life Mutual Fund and Cafemutual to help your clients make informed calls while being mindful of behavioural biases. It also strives to prepare your clients for a more productive and confident discussion with you.
