eGrowth Mixer held on 20th December 2017, at Indian Research Academy with CA Manish -#Chartered Accountant , Ms. Shabana Khan – Director at Indian Research Academy and CFP Vivekh Pathak – Certified Financial Planner.
Discussion was focused on
Helping Entrepreneurs and Professionals plan Business Cash Flows better by using Mutual Funds
How to create a contingency reserve for sudden business expenses that arise now and then and long term reserve using mutual funds.
Retirement Planning with Advanced Financial Planning, Advanced Asset Allocation and Rebalancing Strategies and smart ways to create your retirement fund/corpus without affecting current lifestyle.
A complete Retirement Plan with inbuilt Investment Strategies, Asset Allocations, Rebalancing strategies over the years while investing.
Multiple retirement buckets with withdrawal strategies for different stages.
Lower corpus requirement for Retirement ( Advanced strategies)
Lower outgo for investment to create such retirement corpus.
Reduction of risk exposure over the years while getting near to the financial goal.
Complete understanding how the entire strategy would work with followup on how to self execute the strategies.
Next session by CA Manish on TDS and GST on 27th December 2017 at Indian Research Academy.
Being part of eGrowth creates Collaborations, Referral Partners, Opportunities across cities and larger network and opportunities.