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.
Ruchi Shah is a Chartered Accountant (1998 Batch), currently working with We-Ace as CAO heading Finance & Compliance. We-Ace is focused on helping clients to create balanced & progressive workplaces.
In her previous profile she was the Head of the Institutional Clients Group (ICG) Financial Planning & Analysis Team in the Mumbai FP&A Center for Citi till Sep 2015
Earlier she has worked as Head of Business Planning & Analysis for the Commercial Banking Business, Citibank India.
Prior to joining Citibank, she has worked with Nortel Networks India Ltd. & HCL Technologies Limited. Handled versatile roles in controlling, corporate finance and internal audit.
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.
Investment and Retirement Planning is a 2 hours Instructor Led program.
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