Cover Image for Let's deep clean our portfolio - Diwali Special

Let's deep clean our portfolio - Diwali Special

Hosted by Loop Health
 
 
Zoom
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Past Event
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About Event

​This year, let's use the Diwali break to go back to our portfolio and review it. Weed out the dirt and plan new things (just like how we deep clean our house and everything else a few weeks before Diwali)

​In this workshop, we shall discuss reviewing your Portfolio:

1. Revisit how much you're earning and saving
2. What and where you have invested so far
3. Rebalance your portfolio
4. Do you need to sell anything and why?

​About the Speaker

Akruti Agarwal is a Chartered Accountant with over 8 years of experience in the field of consulting and finance. Akruti has been recognized and listed in India's Top 100 women in Finance by AIWMI in 2021. With the idea of spreading financial awareness and helping people take charge of their money, she educates people across various sectors such as women, kids, couples, and youngsters on money. She strongly believes that where we spend so much time earning our money, we can spend a little time and effort learning to grow it for ourselves.  

Hosts
Loop Health