Finding Financial Freedom in Retirement
Retirement marks a significant milestone in our lives - a time to embrace newfound freedom and fulfilment. However, planning for this stage is crucial to ensure a smooth transition and a secure financial future.
Join us for a session to help you with the path ahead, offering guidance and support as you navigate the complexities of post-retirement finances.
We will cover how to:
Unlock SALT's exclusive toolkits to understand the longevity of your financial resources.
Explore various investment types and learn effective strategies for diversifying your portfolio.
Explore the role of debt as a powerful investing tool and its significance in your overall allocation.
Gain insights into Portfolio Management Services (PMS) for a comprehensive understanding.
Differentiate between PMS and Mutual Funds, and discover how to choose the option that suits you best.
Navigate the complexities of taxation on various investing instruments.
About the Speaker
Zeal Shah is a Money Coach at SALT and joined the mission to bridge the gap between women and finance.
She has 10+ years of valuable expertise in the banking and financial service sector, along with wealth management. She has been a part of Kotak Mahindra Bank as a Priority Relationship Manager and prior to that been a part of Citibank as a Citi Gold relationship manager.
About SALT
SALT is on a mission to bridge the gender gap in financial products by building tools that give women choices around money. Their FinTech app enables women to take charge of their finances, whether it be saving, investing, or general money management.