Personal finance thumb rules strive to simplify investments. These include the 50/30/20 rule, which suggests using 50% of income towards fulfilling needs, 30% towards wants and 20% towards investment. There is also another rule that calculates the holding in equity investment as 100 minus the investor’s age.
To take your clients through such simple yet effective personal finance tips, the upcoming episode of ‘Smart Investing’ will host an erudite trio - noted authors, trainers, & bloggers - Amit Trivedi and P V Subramanyam along with Suresh Sadagopan of Ladder7 Advisories. K.S. Rao - Head Investor Education & Distribution Development, Aditya Birla Sun Life MF will moderate this discussion.
The panel members will individually take up some of the common investor concerns and will also guide your investors on how to adopt the right approach to personal finance.
The upcoming episode is a must-watch for your clients as it is specially curated to simplify personal finance by addressing topics like:
- Thumb rules of investing
- Prioritising financial goals
- Ensuring optimum mutual fund diversification
- Creating a retirement corpus
Additionally, the webinar will also have a separate QnA segment where attendees can get their queries resolved directly from the industry experts.
The webinar will take place today, 1 Sep 2021, Wednesday at 6:00 pm. Click here to book your seat.
‘Smart Investing’ is an IAP webinar series, conceptualised by Aditya Birla Sun Life Mutual Fund and Cafemutual for helping your clients to make informed choices and for equipping them to have a more confident and meaningful discussion with you.
