Personal Financial Consultation

- Do you want to build a habit to save?

- Are you not sure where to start?

- Do you want to understand the process?

- Wouldn’t it be amazing to feel financially stress-free?

- How about a plan that supports your retirement?

Overview

This is a personal financial starter session for beginners looking to start habits to save for their future needs and be financially stable. You can start by saving a few thousand, and that’s excellent because what matters is that you build a habit of saving, not about significant amounts right away.

The session gives you the motivation and guides you to save for your future goals. 

We will be discussing saving plans, fixed deposits, mutual funds, the stock market, treasury bills, bonds, real estate and crypto. The discussion also takes you through the volatility, capital risk, low-risk options and other aspects.

Overall, this session will motivate and give you a clear idea of identifying what works the best for you now and at the later stages.

The session looks at the process step by step in an easy to understand manner that you will be able to implement and manage right away, which also supports you with your retirement plan.

Note: If you are already into investments and want better options, this session might not be as valuable as it would be for an absolute beginner. 

Session Outline

  • Introduction
  • How to Build a Habit
  • Saving Mindset
  • The Process
  • Needs and Wants
  • Good and Bad Debt
  • Saving Plans
  • Deposits
  • Funds
  • Stock Market
  • Gold Coins
  • Real Estate
  • Crypto
  • Common Mistakes
  • Credit Cards
  • Tips and Tools
  • Retirement Plan
  • Discussion