All you need to know about Financial Planning

All you need to know about Financial Planning (25 min)

Discover all you need to know, about building a financial plan that helps you plan for your core life goals. 

Instructors: Ashi Anand


Why this Course?

Uncover the Basics of building a strong Financial Plan in under 25 minutes

Proper Financial Planning is an integral part of any family's investment journey. A good financial plan will help you invest adequate sums of money on a regular basis, which can help you meet large & lumpy expenses, common in the later stage of life.

This course will give you a quick snapshot of

  • Why financial planning is so important?
  • What are the types of goals you should plan for?
  • A few important things to keep in mind while planning for certain core longer-term life goals.

We also offer a free 1-on-1 Financial Planning Consultation, to help you develop a Financial Plan based on your specific requirements. 

Course Curriculum

ABOUT YOUR INSTRUCTOR - ASHI ANAND

Ashi Anand (Founder & CEO - IME Capital), is an ex-fund manager with 16+ years of fund management experience.

Ashi's fund management experience includes 5 years managing the Deep Value Portfolio at ICICI Prudential PMS, 8 years managing Kotak India Focus Fund (a quasi-private equity FII fund, investing in listed Indian equities) and 3 years as PMS Head at Allegro Capital Advisors.

Ashi has delivered consistent outperformance to the markets, across a wide range of market conditions & strategies. At IME Capital, Ashi aims to use his extensive experience in institutional fund management, to help individual investors gain a deeper understanding of how fund managers view investing. 

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100% FREE COURSE

No Commitments | No Hidden Charges