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Financial Wellness Presentation for Employees @ an IT Company in Pune

An interactive PowerPoint Presentation with Employees of an Company where we shared 'Financial Knowledge', helped them identify a 'Vision & Strategy' and why is it important to follow a 'Process' while building an Investment Portfolio, as early as possible. 


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WE WILL HELP YOU BUILD A VISION. Before you invest, you should have a clear Vision of what you want to achieve – and why. Here are some examples of POOR Visions: “I will invest aggressively to become as rich as my Friends and Relatives.” (Greed) or “I will not invest in the stock market and the only place for my money is Bank Deposits.” (Fear)


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6, Bhosale Heights, 1195 FC Road.
Pune 411005
Maharashtra, India Tel: +91-98504-63218
Email: [email protected]">[email protected]

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