The Art of Money Management

The Art of Money Management

WORKSHOP

Presented by – Mr. Niraj Nanal, CFP

Do you feel that you are not able to live a life you really want to live?

Do you think managing money has become a constant source of confusion and stress?

Do you think money is not able to deliver you freedom to live a life of your dreams?

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About the Workshop

• This workshop is designed to help you get control over your Financial Life.

• The aim of the workshop is to help you get Clarity, Direction & Confidence about your Personal Financial Planning.

• The entire process includes Lot of class room activities, story telling and Question Answer sessions.

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What will be covered in this Workshop?

• Discovering your Hearts Core Goals

Identifying your life goals is a first step towards financial

freedom. This session will focus on helping you to discover your profound goals by applying a powerful technique of Financial Life Planning.

Covered in Workshop


• Common Money Mistakes to be avoided

After our experience of interacting with more than 1000

individuals, we found out a common pattern of people making Financial mistakes. This session will focus on the specific Financial Mistake to be avoided.

Covered in Workshop


• Understanding the basics of Financial Planning

Personal Financial Planning is a Science as well an Art. This

session will cover different topics in Financial Planning like Insurance Planning, Investment Planning, Tax Planning & Estate Planning and Budgeting. In this session our certified Financial Planner will give you lot of innovative concepts which you can apply in your day-to-day life while managing your finances.

Covered in Workshop


• Who will be benefited:

Anyone who is interested to achieve their Life Goals and

manage their Finances Effectively.

Trainer’s Profile


The founder of the firm is Mr. Niraj Nanal who is

a CERTIFIED FINANCIAL PLANNER & MBA Marketing from Pune University. He has over 8 years experience in Financial Planning, Training & Advising.

He began his career with Kotak Mahindra as a Sales Manager where he was exposed to the financial world.

He always had an inclination for entrepreneurship and this prompted him to foray into having his own firm "N R Financial consultants". This firm was started in 2006 and in a short span of time made his mark in Financial Planning.

In the course of his work, he realized the immense potential of Financial Consultancy and value based advice to clients rather than just selling financial products. This led to the creation of a comprehensive financial planning system which gives an individual a holistic picture about his Financial Goals and prepares a concrete action plan to achieve them.

Apart from guiding his client's achieve their goals & dreams he is also a professional trainer to Financial Institutes & Financial professionals.

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Participants Feedback

“Session was a Simple way with examples to explain Complicated Financial things Financially Successful Life is must so would want others to attend. We think it is important to invest smartly as much to earn smartly.”

- Dr. Mr.Durgaprasad and Dr. Mrs. Seema Marathe

“3 immediate steps I would take after this seminar would be - 1. Decide Goals, 2. Review Current Finances and 3. Plan and review Goals. Would recommend it to others.”

- Mr. Manoj P Kadulkar (Software Professional)

"Crystal Clear vision about Beliefs and Planning. Will set short and long term Financial Goals now."

- Dr. Mahesh Tanawade


How to Book your Seat?

Mail us on [email protected]

OR

Directly contact us on 020-25666349.

You can also visit www.nirajnanal.com for more updates.


mailto:[email protected]

http://www.nirajnanal.com/


Economy & Finance

The Art of Money Management