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Learn to Invest by Managing Risks
₹350.00

Price: Rs 250 + Rs 100 (Courier Charges)

Who should Read: This book is for every common man as a guiding tool for
investment. It is for every person who wants to be a successful investor. Those who have lost money, those who fear investment, those who think they can lose money in investment, those who don’t know how to create surplus for investment, those who are confused on product selection, those who don’t know how to manage life goals needs (particularly old age) and many more such people will find the book as a perfect guide

Why you should read this book: You invest for gain/return/growth of money but all investments are subject to risk. Return is dependent on risk, but risk is not dependent on return. So before venturing into investment world you need to know the risks in detail and ways and means to counter them. Once you know all types of risks and how they should be managed for successful investment you will only gain and not lose

What will you learn: You will learn about all aspects and risks coming from
yourself, economy, industries, companies, market, various assets (Debt, equity, real estate, gold), mutual funds which impact investment. How to manage those risks and match with yourself to understand what is suitable and why it is suitable for you. You will learn how to manage life goals needs irrespective of whatever financial situation you have. You will learn how to be financially independent in old age days. You will learn life gives only opportunity of gain (loss, if any, is because of our own mistakes). So you will learn what could be those mistakes and how to safeguard from them

How it will benefit you: It will remove any fear, any doubt, any misunderstanding about investment. It will help you have a very happy, worry free investment journey. It can be a simple guide for you and you can manage your own money and investment with full confidence and conviction because most examples are taken from our real life experiences which you can easily judge and correlate with your own life

About Author: Prakash Ranjan Sinha is a well-qualified senior Professional in Finance and Investment with 31 years’ work experience in AMC, Wealth Mgt. companies and Training Company. Has long, diverse experience of interacting, guiding all segments of investors, distributors, professionals, students across India

Appears on Zee Business Channel on Investment/ Personal Finance programs,
videos are on youtube

NISM VA – Mutual Funds Distribution (Detail)
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Who should attend : Those who are seeking their career in Financial Services Company / Investment Services  Company or looking to be a distributor in this fast growing Mutual Fund industry .

Why you should attend : MF is not only the best investment vehicle for anyone  but also the most promising career in financial services . Today Banks , Broking companies are selling MF to their clients though its not their core business . Their earning from 3rd party product distribution is growing . There are many Wealth Management and distribution companies also in india . Its mandatory by regulator that anyone who sells or services MF has to clear this exam .

What will you learn : You will be given a detailed tutorial on NISM VA workbook . Subject matter will be explained in simple words so that it imprints in our mind and you are conceptually sound to reproduce that in NISM MFD VA exam. .

How it will benefit you : Post clearance of the NISM VA MFD exam the participants prospects of getting into a good job or starting a lucrative profession for yourself . The trainer Prakash Ranjan Sinha has 31 years experience in MF industry and perhaps the most nos of experience on training in MF trainers fraternity . You will gain out of his experience which will help in clearance of the exam.

Planning for Worry Free Life Post Retirement
₹399.00
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Who should attend: Everybody irrespective of age, profession and income. Even students can attend as it will give them some insight. Those who have started their career just now to those who are in middle of their career to those who are nearing retirement. This training is in fact more required for young to mid age people because of not so pleasant changes in our society. This program is for all. Even those living a retired life can also attend as they can review and reorganize their investment and withdrawal strategies. Housewives should also attend as they are equal partners in life and most important support particularly in old age.

Why you should attend: Retirement and old age is a reality and no one can run away from it. We don’t visualize when we are young, healthy, enjoying about many hardships one can face in old age. The way changes are happening in thinking, life style, increase in cost of living, preference of younger generation to stay separate, no employer provided pension for most, it will be difficult to survive post retirement if one is not adequately financially prepared. Reality is turning much bitter than what we think. Just sharing 2 news items (TOI dated 23/06/2019: Most Indians not happy about having to care for parents or in laws and HT dated 15/06/2019 – 39% Senior Citizens have no monthly income). Most Indians as per research report have not done their retirement planning or if done is not done correctly. Almost everyone does invest but most have their priorities wrong. Retirement is the most ignored area for younger to middle age people as their priority is spending more on lifestyle.

What will you learn: You will learn to make step by step complete Retirement Planning process with the help of excel. You will be able to calculate how much you will require for monthly expenses at retirement; how much total money you should have at retirement; where it has to be invested and how to withdraw every month so that that money lasts next 20-25 years post retirement. Where and how much to invest every month so that you accumulate desired amount at retirement. Along with this investment products, strategies and approaches will be explained for best result for each of the 3 stages of life (accumulation, transition and distribution).

How it will benefit you: No dependence on anyone for financial need in your old age. Will help you plan for a worry free post retired life.. Live with dignity, pride, tension free, enjoying life in old age. Post retired life is 2nd phase of life when you execute your unfulfilled hobbies of your younger days. With no worry or constraint from money side you will live and enjoy your life to fullest. The earlier you plan the lesser you need to save and invest for post retirement. The more you delay in retirement planning lesser will be beneficial.

Grow Investment by Managing Risks
₹399.00
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Who should attend: Everybody. This training is for those who are not investing out of fear of losing. This training is for those who think investment in market linked product will lead to loss. This training is for those who don’t know why, where and how to invest. Investment is must for all so no age bar, no income bar and no profession bar

Why you should attend: Everyone is using money and so everyone should know the value of money. Most Indians have a wrong understanding of risk i.e losing whereas in real sense risk comes with more opportunity of gain. Many people do not invest out of fear or invest in wrong product or invest without understanding risk.  Money and money management knowledge is must for all.You need to remove your fear and doubt if any.

What will you learn: Risk is a part of our life and has to be managed. Life gives you more opportunity of gain than loss. Losing an Opportunity of gain is also a loss. You can lose only if you don’t understand risk properly. You will learn what are the various risks in investment, what are the factors that causes them,  how to analyse risk and how to manage the risk so that you gain and not lose money in investment.

How it will benefit you: Will remove your doubt, fear if any and bring more clarity with respect to investment. Will develop more confidence and conviction in you. You will know how you to invest fearlessly and gain. You will get insight on what product, what approach, what strategies are good for you.

Financial Planning a Ready Reckoner (Detail)

Who should Read: Lay investors and students who wish to understand personal finance, professionals pursuing financial planning as a career

Why you should Read this book : The knowledge imparted in this book will enable you to understand various concepts in personal finance/money management and you will be able to take right decisions while investing your money

What will you learn : You will learn about basics of personal finance, life cycle, wealth cycle stages, time value of money, various investment options and selection of the best option for you, mutual funds, selection of best scheme, insurance planning, retirement planning and various real life case studies to make the understanding easy for you

How it will benefit you: After reading this book, the knowledge you gain will help you to make your own financial plan.

About Author : Madhu Sinha is Certfied Financial Planner CM (FPSB, USA) Certified International Wealth Manager (AIWM, Switzerland), having 31 years of experience in investment advisory, client handling and training. She has expertise in teaching Financial Planning, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Portfolio Management, Equity and Debt Investment etc.

She is Former Director, Financial Planning Standards Board, India.

Retire wealthy easy strategies for all (Detail)
₹450.00

Who should Read: Any person who wishes to plan for his retirement, students, working professionals and retirement planners and retired people

Why you should Read this book : Any person who wishes to plan for a very comfortable and peaceful retirement life should definitely read this book. The concepts are explained with the help of live case studies.

What will you learn : You will learn various concepts of retirement planning. Various investment products to accumulate money for retirement and also various products to invest after retirement.

How it will benefit you: You will learn about importance of retirement planning, its need, asset allocation, taxation of various instruments and estate planning. You can learn to make an excellent portfolio which will take care of you during your retired life.

About Author : Madhu Sinha is Certfied Financial Planner CM (FPSB, USA) Certified International Wealth Manager (AIWM, Switzerland), having 31 years of experience in investment advisory, client handling and training. She has expertise in teaching Financial Planning, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Portfolio Management, Equity and Debt Investment etc.

She is Former Director, Financial Planning Standards Board, India.

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