A Step by Step Guide to Investing (1:1)
Book a 2-part, personalized, 1-on-1 session to understand everything about investing in India.
With consumerism and debt taking over the world, managing your money well has never been more important than it is now.
Join in to learn the art of investing, and chalk out an investment strategy for yourself.
Learning Outcomes:
- Know the meaning of asset allocation and how to incorporate it into your financial plan
- Master the art of goal-based investing
- Learn about the most important investment avenues and formulate a long-term investment strategy
- A follow-up session will be held within a fortnight, to help you through the practicalities of investing – which apps and websites work best and how, which avenues should you pick and how much should you be investing in them
- A customized investment-planning spreadsheet will also be provided post the session
Session Fee
₹ 2,500 (all inclusive)
How is the session conducted?
- On booking, our team will get in touch with you via email to set up a date and time for the session
- Meeting will be held via Zoom/Google Meet as per schedule
- Follow-up session will be scheduled after conclusion of the first session
Trainer
Komal Shivdasani
Financial Coach and Co-founder, CEO at Rupiko, Komal has spent over a decade in this field. Moving from a Chartered Accountancy firm in Pune, to setting up and heading the Finance division of a Bangalore based start-up, to starting her own venture, Komal combines her rich financial experience with her innate empathy, drive, and problem-solving approach, to assist people in managing their money the best way possible.
You may read more about the founders and Rupiko’s story here.
This session has been designed with utmost care, taking into account the various money management hurdles that women like us face. If you’re looking to better your knowledge of the world of finance, or simply want to take charge of your money, we guarantee that this session will prove beneficial for you and put you on the path to wholesome financial well-being.
Still have some questions or concerns? You may reach out to us on info@rupiko.in.
– Neha Satheesan, Climate Leader