Financial and Retirement Planning: Webinar

• Have you recently retired or retiring soon?
• Looking for optimum investment of your retirement corpus?
• In a dilemma on commutation of pension?
• Worried about your financial health?
• Looking for options to invest in current market environment?

If yes, we would like to invite you for the Finvision webinar for an insightful session on

“Financial & Retirement Planning”

30/10/2022 (Sunday) at 7:00 PM

Keynote Speaker :

Col Sandeep Mahalwar (retd)

Founder & CEO

Finvision Financial Services

Aspects to be covered in this interactive session are:-

1.Basic concepts of investment & importance of financial planning.

2. Evolution and phases of asset classes and ways to create wealth using right asset allocation strategies.

3. Traditional vs safe modern investment concepts and how to create wealth from home loan.

4. Pros and cons of investments in real estate, AIFs & PMS.

5. Evolving market scenarios and opportunities to invest.

6. Why Finvision 2-Bucket strategy for retirees is the most optimal for your retirement corpus.

7. Answer to all the queries received in the registration forms.

Col Sandeep Mahalwar (retd) is an Ex NDA(Bravo/88) June 1996 commissioned Officer. He is BSc, MSc(Defence Services Staff College), MBA Finance and an IIM Ahmedabad alumni.

As the founder of Finvision Financial Services, he brings over 20 years of financial planning, budgeting and investment services experience. Under his expert guidance Finvision is managing multi-hundred crores investments for 1000+ fraternity HNI investors and delivering best in industry risk-adjusted returns. With his experience & expertise in the wealth management, he will be delivering invaluable insights in this session. So, don’t miss this golden opportunity to attend this important webinar and also invite your friends in fraternity.

Register here to Join the webinar on 30th October Sunday 7:00PM: https://forms.gle/dwhoRi5udVV5m6tm8

For any assistance please contact at +91-9953456233 or at 7508055826