Expert-Led classroom training

Powerful Presentations and audio-visuals

Handheld workbook in which you jog your input.

Background

As we get into a new calendar year, and more importantly the much-touted 2020, you must develop a concrete plan for creating, maintaining, and enjoying wealth.

Health, happiness, career and wealth are the four pillars on which life rests. We work long hours, 24x7. But have we realized that we owe it to ourselves to build wealth? How should you go about doing it? Money may not be the most important thing in life but without money, many things lose their sheen. Good people should create good wealth.

Everybody cannot build a portfolio of investments in a template way. Wealth creation is dependent on financial personality, risk appetite, nature of goals etc. All of us whatever our age, or position in life, must plan our finances.

This one day hands-on super practical workshop helps you do just that. At the end you will have your own handwritten workbook towards building a portfolio.

Modules

1

Know Yourself

  • How much are you worth as an individual
  • What is your financial personality
  • What is your attitude towards money
  • What is your wealth scorecard
2

Setting up SMART financial goal

  • How to set up goals that work
  • Laying down a few specific goals of yours


3

The Arithmetic of money and the money equation

  • 16 thumb rules
  • The new money equation
  • The 5 drivers of growth


4

Debt

  • How deep are you in debt
  • EMI, credit cards, CIBIL score, housing finance
  • How much debt is good


5

Building the portfolio

  • Risk reward framework
  • Investment options: Deposits, Equity, Mutual funds, Gold, Art, House property, Land, and others
  • The optimal mix: For different classes of people
6

Insurance

  • Are you fully insured
  • How much insurance you need
  • When should you get out of insurance
  • Medical insurance

7

Investments you must be careful about

  • The TGTBT rule




8

Review and closure

  • How to review your portfolio
  • Preparing the will




Key Takeaways

A deeper understanding of your personal wealth planning

Personalised handbook to set your individual goals and plans

Gain the ability to review your portfolio periodically

For Whom

Working Professionals

Entrepreneurs

Individuals

This program is ideal for entrepreneurs, senior and junior executives from all industries irrespective of their departments, who are interested in creating wealth.

The employer will do well to send in his employees because a money contented employee is the greatest asset for a business.

Facilitator Profile

V Pattabhi Ram is CA by qualification, a writer by passion and a teacher by accident. Co-Founder of and Partner at Yoganandh & Ram, Chartered Accountants. Co-Founder of Prime Academy, the pioneering educational institution that trains CA students. Is a regular speaker at the professional seminar circuit on areas relating to finance, investments, and markets. A member of the three professional accounting bodies of India; his areas of specialization include corporate finance and capital markets. Author, his debut novel "Ticking Times" set in the backdrop of the audit profession, is now in second print; Author, A Few Good Men published by ICT Academy.

ICT Academy

Registration

Date - 21 Dec 2019 (09.00 am - 05.30 pm)
Venue - Prime Academy Classroom
No 94, II Floor, R K Mutt Road, (Opposite Mylapore Tank)
Mylapore, Chennai

Early Bird Participant

Register on or before 15 Dec 2019

INR 3000
+ GST (18%)
(Includes Workshop Fee, Printed Handbook, Certificate, Stationary, Lunch, Refreshments)

Regular Participant

Register after 15 Dec 2019

INR 4000
+ GST (18%)
(Includes Workshop Fee, Printed Handbook, Certificate, Stationary, Lunch, Refreshments)
For Bulk Registrations / Corporate Trainings contact

Ramkumar
+91 9701323699 / ramkumar@ictacademy.in

Register Today

Contact Us

Phone

+91 44 4290 6800

Address

ICT Academy
Module No E6 -03, 6th floor Block - E
IIT Madras Research Park
Kanagam Road, Taramani,
Chennai 600 113
Tamil Nadu, India