Investment & Taxation Planning Simplified | Anand K Rathi & Mohit Bagdi
This Friday, on 25th March, at 5 PM Join us at Pazcare, as we along with Anand & Mohit simplify the finances game plan for you. The session would be covering important Investments & Taxation strategies for the upcoming financial year.
We will be talking about the following:-
Wealth Planner for Cash flow planning through an Excel demo & Rules of Finance
Planning your Investments through various asset classes & horizons
Philosophy of Investing & Investor Mindset
Investment Outlook going forward
Taxes on investments & Tax saving mechanisms
Who should attend?
Anyone who is looking out for suggestions on how to plan for investments & taxes
About Mohit Bagdi:-
Mohit is a Chartered Accountant & CFA Level II Candidate with 7 years of experience in M&A Consulting and Auditing. An ex-Ernst & Young and Deloitte employee.
About Anand K Rathi:-
Anand comes up with 19 yrs of Wealth Management experience, He is an ex-banker with 7 years of experience with ICICI Bank and ABN Amro. He Founded Augment Capital Services in 2010
About Augment Capital Services:-
Founded in 2010 as Investment Management Firm Started with an AUM of 7 crores in 2010 and currently manage AUM of more than 450 crores. Clients include Senior Management Employees, based out of India, USA, UK, Germany, Singapore & Sweden.