This is a half-day program for a batch size of 30 professionals.

The Financial Wellness Investment and Retirement Planning program extends an invitation to illuminate your path through the labyrinth of investment and chart a serene course towards retirement bliss. This transformative training shall arm you with the knowledge and skills requisite to navigate this multifaceted landscape with confidence and sagacity. Cast a discerning eye over investment fundamentals, unravel the enigma of financial markets, and embrace strategies that cultivate long-term wealth. A spotlight shall also be cast upon the sacred realm of retirement planning and setting the stage for a financially secure and fulfilling retirement. 

Investment and Retirement Planning unveils the curtain on a wide spectrum of topics, from investment vehicles and risk evaluation to portfolio diversification, asset allocation, and the symphony of compounding returns, orchestrating a future marked by financial triumph.

Learning Objectives

• Rooted in Investment Principles: Navigate the intricate dance of investment fundamentals. The Market Unveiled: Grasp the essence of investing principles and the mosaic of financial markets. 
• Conquering Risk: Master the art of Risk Assessment and its meticulous Management. Crafting the Symphony: Embark on a journey of Portfolio Diversification and Asset Allocation. 
• Harvesting the Future: Cultivating Long-Term Wealth through the Magic of Compounding Returns. 
• Retirement Planning Panorama: Embrace Retirement Planning Goals and Strategies, laying the groundwork for a secure future.

Why should you attend? 

• Equip yourself with a powerful arsenal of knowledge and skills—navigating the intricate tapestry of investments. 
• Untangle investment strategies and market dynamics, casting a spotlight on avenues for optimizing your investment portfolio. 
• Forge a serene path towards a retirement that resonates with security, satisfaction, and tranquility.

Know your Trainer:

Amit Kukreja is a financial advisor, registered with SEBI as an Investment Adviser – Individual and with FPSB India as a Certified Financial Planner (CFPCM). He is also a Certified Financial Transitionist (CeFT®), registered with the Financial Transition Institute in Florida.

He has been a financial advisor since 2011. His previous career was in Information Technology space for about 15 years, specializing in consulting & relationship management, accounts management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment. As an accomplished results-driven delivery leader, he was fortunate to strengthen his relationship management, advisory and consulting skills. It was in 2010 he started pursuing, his purpose of helping people create a balance of wealth and happiness.

He appears on ETNow’s The Money Show, India Tonight, Bano Apna Finance Minister, Zee Business's Money Guru & Mutual Funds Helpline , CNBC Awaaz’s Your Money, CNBC TV18’s Money Money Money show, NDTV channel’s Let’s Talk Money, Manage Your Money, The Property Show, Property India, Paisa Vasool, and Get Started in the Markets, to advise the viewers on their financial decisions.

He also does money segments on AIR FM Gold (Delhi) and RadioOne 94.3FM (Delhi).

He is also a proud member of a few associations namely
1. Association of Registered Investment Advisors (ARIA)
2. Financial Planners Guild of India (FPGI)
3. ARIA – Board of directors

Who can attend? 

The investment and Retirement Planning program extends a warm embrace to all seekers of financial acumen, be it those yearning to traverse the labyrinth of investments or chart a secure retirement.

For more information on pricing and registration, contact [email protected] 

Investment and Retirement Planning is a 2 hours Instructor Led program.

Session Flow 

• Deciphering Financial Markets: Delving into the bedrock of Investment Basics. 
• Masters of Strategy: A voyage into Investment Strategies and the Art of Portfolio Management. 
• Nurturing Retirement Dreams: Unfurling Retirement Savings Vehicles and Navigating Tax Considerations. 
• Investment Vistas for Retirement: Unveiling an array of Investment Options tailor-made for retirement dreams. 
• Harvesting Retirement Income: Weaving Strategies for Retirement Income and Thoughtful Withdrawal Planning. 
• The Ongoing Symphony: Navigating the tides of Monitoring and Adjusting Your Retirement Plan.