Cover Image for Building a Strong Portfolio: Strategies for Effective Structuring

Building a Strong Portfolio: Strategies for Effective Structuring

Hosted by Nova Benefits
 
 
Virtual
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Past Event
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About Event

Are you ready to take control of your financial future? Do you want to learn the secrets to creating wealth, structuring your portfolio, and planning for a comfortable retirement?

Look no further!

We invite you to join us for an exclusive webinar session on achieving your "Building a Strong Portfolio" with renowned financial advisor, Hitesh Soni.

In this power-packed webinar, Hitesh Soni, Founder of CheckInvestment and a seasoned financial expert with 18 years of experience, will guide you through the essential steps to financial success. Whether you're just starting your journey or seeking to optimise your existing investments, this webinar will provide you with valuable insights and actionable strategies to build a solid financial foundation.

Key Topics Covered:

  1. Importance of starting early: Discover the immense benefits of starting your financial planning journey early and learn how even small steps today can lead to significant financial rewards in the future.

  2. Salary structuring: Learn how to optimise your income, structure your salary, and make the most of your earnings to achieve both short-term and long-term financial goals.

  3. Portfolio structuring: Understand the art of diversification, risk management, and building a robust investment portfolio that aligns with your financial objectives.

  4. Principles of Investing: Uncover the fundamental principles of investing that successful individuals follow to grow their wealth and create a solid financial base.

  5. Asset allocation: Explore the importance of allocating your assets wisely across different investment classes to maximize returns while managing risk.

  6. Know your risk appetite: Gain insights into assessing your risk tolerance and understanding how it impacts your investment decisions. Learn how to strike the right balance between risk and reward.

  7. How much you must invest & where: Get expert guidance on determining the optimal investment amount and selecting the right investment vehicles based on your financial goals and risk profile.

  8. How to set financial goals: Learn the art of setting clear, achievable financial goals and create a roadmap to success.

  9. Right ways to achieve the goals: Discover proven strategies and techniques to ensure you stay on track to achieve your financial goals, no matter how ambitious they may be.

  10. Why planning for retirement is the most important and biggest goal in someone's life? Understand the critical importance of retirement planning and learn how to ensure the secure and comfortable retirement that you've always dreamed of.

More about the speaker:

Hitesh Soni is a Certified Financial Planner and Qualified Personal Financial Professional. Hitesh's expertise and accolades speak for themselves, as he has been recognised as one of the leading financial advisors in Karnataka, featured in Forbes magazine, and honoured by the Insurance Corporation of India with a special postage stamp.

Take the first step towards financial freedom and join us for this enlightening webinar. Reserve your spot now, as seats are limited!

Who Should Attend:

  • Individuals looking to enhance their financial knowledge and take control of their financial future.

  • Professionals seeking guidance on optimising their salary structure and investment portfolio.

  • Anyone interested in learning about retirement planning and wealth creation strategies from an expert in the field.

Secure your financial future today!