KNOW BEFORE T.I.I

Financial Education course by Mr. Hitesh Mali

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July 2021

5 Days | 5 Sessions

08:00 PM to 10:00 PM

WHO CAN ATTEND ?

Entrepreneur

Employed

Professional

House Wives

Young Couples

Students

QUESTIONS TO ASK BEFORE ENROLLMENT

Are you aware about the investment options available?

Where should I invest in?

Why Investment is confusing?

How can you find the plan that is right for you?

What is the right risk for you?

ABOUT THE SPEAKER

"Dhandha Karo ya dusre ke Dhandhe me Invest Karo"

Mr. Hitesh Mali is a prolific finance mentor & a strategic business consultant with an experience of 27 years in the field of finance and investing. Having designed various programs around investing and financing, he has consulted and advised young individuals, helping them shape their careers.

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Our Beneficiary

Birla Sun Life Mutual Fund
HDFC Mutual Fund
ICICI Prudential Asset Management
NJ group
IIFL Securities
Karvy Stock Broking
Rotary India
SBI Mutual Fund
Motilal Oswal
ICICI Life Insurance
SBI
Indian Medical Association
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HITESH MALI HAS TRAINED

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SEMINARS CONDUCTED
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WEBINARS CONDUCTED
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INVESTORS
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CITIES COVERED

PROGRAM COVERAGE

Portfolio Assessment (Equity / MF / Insurance)

Investor Profiling

How to Monitor & Reviewing Periodically?

How to prepare money management plan?

Active & Passive Investments

Principles of Successful Trading

8 Staps Create Portfolio

How to read Basic Report?

Free tool to search for Market Data

Asset Allocation & Technical Allocation

Cross Border Dicersification

How to Rebalance your Portfolio?

Do's and Don't of Investing

Types of Risk

Investor Life Cycle Analysis

Product Knowledge

Bonds | NPS | Post Office Saving | NCDS | ETF | Index Funds | Health Insurence | Term Insurance | Traditional Insurance | Stocks | MF | ULIP | PMS | AIF | REITS | F&O | Private Equity | Currency & Commodity | Model Portfolio | Unlisted Securities

WHAT YOU GET - DELIVERABLES

3 Must Read Books

Workbook

Cash Flow Management Sheet

SSIT sheet

In one year you can attend one more time free of cost

Your Investment : 12,500/- + GST only

Pay Now

Register Here

Click Here

For more

www.equitywala.com

+91 98191 57787

learn@equitywala.com

Disclaimer: It is a Training and Financial awareness program, it has nothing to do with any Investment Advice and Stock Recommendation.
Any ideas or strategies discussed should not be undertaken by any individual without prior consultation with Financial professional.