​About the Session

​This session is designed to empower participants with essential financial management strategies to ensure security and growth across life stages. We will cover how to plan for emergencies, leverage investment opportunities, automate savings, and strategically plan for retirement. Through practical insights and real-life applications, participants will feel more confident about financial decisions and ready to adapt their plans to shifting life circumstances. This session not only aims to equip participants with financial knowledge but also provides actionable steps they can take immediately to manage money effectively and with greater ease.

​Key Takeaways

• ​Clear strategies for financial goal-setting and categorisation

• ​Practical steps for managing post-retirement or sabbatical cash flows

• ​Tips on portfolio review and adapting to lifestyle changes

​About the speakers

1. ​Sneha Jain is the founder of Wealthtrust Capital Services (an 8-year-old boutique wealth management firm) and a Sebi registered Research Analyst. She holds a Master’s Degree in Accounting & Finance from the London School of Economics. She has worked with reputed asset management companies like Pramerica Asset Managers Private Limited and HSBC Global Asset Management, India. She has more than a decade of work experience in wealth management and believes that one size doesn't fit all, similarly, wealth management is persona and should be customised. She is very passionate about individuals taking charge of their finances!
   

2. ​Sushama comes with a combined Banking & Consulting experience of over 35 years. Having worked in multiple MNC organisations, Sushama had the opportunity to travel across geographic locations and study banking practices & processes. During her banking stint, Sushama worked on financial literacy skills and made investment decisions that led to financial freedom. Sushama is passionate about spreading financial literacy and hopes to make wealth accumulation simple, easy and fun.