MONEY MANAGEMENT

You want money then you need to manage it well. Money management has undergone a paradigm shift from just earning and saving to spending and investing. With increased incomes and greater avenues, it has become more necessary to manage your finances well. This session focuses on whys and hows of money management.

CHANGE IN INVESTMENT PATTERNS

Over the past two decades the investment choices have changed drastically. Being aware of how and why the preferences have changed help in understanding the investment decision making process.

1985 : FD

1990 : Equity

2005 : Real Estate

2008 : Gold

INDIA- THE PREFERRED INVESTMENT DESTINATION

There has never been a better time to invest in India. And we never miss out on stressing upon this fact in each of our programme. Here’s why?

Successful and stable economy

Emerging social status of women

Strong leadership

Rise of technology and digital age

Growing consumerism

Upsurge of the Rural economy

GDP growth

Ease of doing business

Demographic advantage of a young population

Recent financial reforms and changes in FOi Policy

THE WEALTH STORY

The greatest thing wealth can buy is financial freedom. And before we move on to creating wealth, we need to know what affects wealth, both positively and negatively.

WEALTH DISSIPATERS

WEALTH DESTROYERS

WEALTH PRESERVERS

WEALTH CREATORS

TRADING AS A BUSINESS

The idea of having one’s own trading business is very popular. Mainly because trading is easy to get into and of course is very lucrative. Anyone with a computer, Internet connection and a trading account can give it a try. But what you don’t know is that being a successful trader is very difficult as it requires a lot of time and efforts and involves a steep learning curve.

WHAT IS BUSINESS AND KEYS TO A SUCCESSFUL BUSINESS:

To start any business you need to first know what a business is and understand the basic principles of business. And to run it successfully you need to learn more about yourself, identify the difficulties and develop a suitable strategy.

PRINCIPLES OF SUCCESSFUL TRADING:

Contrary to popular belief, successful trading is not about predicting trends. It is about developing your own trading strategy through evaluation and experience and implementing it consistently with discipline.

BARRIERS TO ENTRY:

To start any business you need to first know what a business is and understand the basic principles of business. And to run it successfully you need to learn more about yourself, identify the difficulties and develop a suitable strategy.

HOW TO MAKE MONEY THROUGH TRADING:

It’s all about strategy and only strategy.And we’ll help you develop yours.

STRATEGY EVALUATION:

Just creating a good strategy is not enough, you need to constantly analyse its viability and evaluate its success. Periodic realignment ensures that it stays updated and effective in the long run.

BENEFITS OF STRATEGY TRADING:

Properly developed and tested strategy ensures more revenue

Proven successful strategy brings peacefulsleep

Increased confidence for easy trading

Complements your personality

Improves financial strength

Provides prior knowledge of large drawdowns

Less stress and greater emotional calm

FINANCIAL FREEDOM

Financial Freedom is the most desired yet elusive quality. Elusive because most people harbour only a general desire to be financially stable but do not set clear goals or chart a viable roadmap. This course is your guide to achieving financial freedom and maintaining it.

FINANCIAL FREEDOM IS FOR ALL

Financial freedom is for all, only its goal is different for different individuals based on various factors like age, gender, social status, profession etc. To set and achieve a defined financial goal through trading, one needs to have an understanding of the economy, insight into the markets and knowledge of business strategies.

TYPES OF FINANCIAL GOALS

Not everybody wants to be just wealthy. People aspire
•  To be Secure
•  To be Comfortable or
•  To be Rich

KAL AAJ AUR KAL

The Wealth Creation In a new way

Wealth Creation is no longer what it used to be. It has evolved in terms of mindsets, avenues and products. Changing trends call for changing investment methodology too.

CHANGES IN THE LIFE AND ATTITUDE OF INDIAN CONSUMERS
  • Income growth
  • strong links to the global economy
  • Increased Affordability
  • Improved per capita income
  • Young population
  • Better class of billionaires
  • Less number of children per family
  • Rural India beyond Agriculture
  • Focus on Education and Health
  • Comfort with technology
  • Strong educational system, Entrepreneurial zeal
  • Emergence of women as partners in family progress
  • Increased demand for Entertainment & Leisure
  • Increased popularity and ease of availing loans
  • Higher rate of consumption (necessities and luxuries)

Wish Wealth Wisdom -
Financial Education Initiative for investors

Introduction

It is an initiative by Mr.Hitesh Mali to educate investors and acquaint them with the various aspects of investment. With the aim of introducing budding investors to the art of investing and providing a substantive evidence on the importance of the same. The programme is about understanding your wish, paving a path of optimally utilising your wealth, with the help of the wisdom and insight provided by us.

Who should attend it

  • Students | Homemakers | Self- Employed | Professionals
  • Anyone who has a wish to create wealth through investing.

Why should you attend it

  • To learn about the various investing opportunities that exist.
  • To create securities for life.
  • Understand the working of investment strategies.