Get Programme Info
STARTS ON
25th April 2025
Last Day To Enrol 20th April 2025
DURATION
2 Days
PROGRAMME FEE
INR 11,000 for Single enrolments
INR 9,000 for Two or more enrolments from single company
Residential facility is available
HOW TO ENROL
Fill out the 'Get Programme Info' and download the brochure.
Program Overview
Welcome to the “Retire Early - Retire Wealthy” – Managerial Development Program on Personal Financial Planning & Wealth Management. In this program, we will cover the essential aspects of personal finance and equip the attendees with the knowledge and tools to effectively manage their financial well-being.
Program involves setting Financial Goals, creating a Personal Financial Budget, Managing Debt, Investing Effectively for various Financial Goals, Tax Planning, Estate Planning, and Planning for Retirement.
The Powerpack program will help the attendees to make money work for them to achieve their Financial Goals well within the timeline. Aspirants can develop their Financial Plan to achieve ‘Financial Freedom’ by choosing our exclusive program.
Who should Attend?
- Entry Level Employees (Age 21 to 30)
- Mid-Management Employees (Age 31-45)
- Higher Management Employees (Age 45-60)
Key Takeaways
- Get strong hold on your Financials.
- Setting and achieving personal financial goals well before the time through Systematic Financial Planning & Wealth Management.
- Get thorough knowledge of various investment options available in India. Become financially independent to manage your own money & make Money works for you.
Program Content
- Introduction and necessity of Financial Planning
- Financial Goal Setting & Risk Appraisal
- Investment & Tax Planning (Old V/s New Tax Regime)
- Investment & Insurance Products
- Insight on Loans – Home Loan, Car Loan, Personal Loan, Credit Card, etc.
- Portfolio Creation & Management
- Importance of Estate Planning (Will Writing & Trust Building)
Learning Experience
- Develop Financial Literacy.
- Make aware about the Financial Planning & Long-Term Wealth Creation
- Provide practical tools for achieving financial goals.
- Understand importance of Risk Management & Estate Planning
Our Faculty
Prof. Suyog Prakash Chachad
CMT(L1), CFP, CAIIB, BE(EXTC), MBA-Finance
Functional Area - Finance
Suyog Chachad is a competent, diligent & detail-oriented Banking and investment professional with a comprehensive experience of over 13 years along with 8 years+ of experience
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Dr. Manoj Sharma
B. Com., M. Com. From CSJM University Kanpur
MBA-Finance and Merchant Banking -IMT Ghaziabad
PhD -Finance University of Rajasthan Jaipur
EC in Fintech and Blockchain -SPJIMR, Mumbai
Functional Area - Finance and Accounting
Industry Experience: Dr Manoj Sharma carries 22 years of diversified experience which includes 19 years in teaching and 3 years in industry.
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Suyog Chachad is a competent, diligent & detail-oriented Banking and investment professional with a comprehensive experience of over 13 years along with 8 years+ of experience as Visiting as well as full time Faculty to Management Institutions affiliated to Pune University. He has 5+ years of work experience with ICICI Bank, IDBI Bank and HDFC Bank. He provides Financial Consultation to Individuals and also provides training on Stock Trading using Technical Analysis & Derivatives. He also conducts training programs on Aptitude & Reasoning for placement, Banking Exams and Govt. exams.
He has authored numerous research papers on investment tactics and received accolades at a national conference for his contributions in this field.
Industry Experience: Dr Manoj Sharma carries 22 years of diversified experience which includes 19 years in teaching and 3 years in industry. Dr Sharma has done PGDBM (Finance and Merchant Banking) from IMT Ghaziabad, M. Com from CSJM University of Kanpur. He received his Ph.D. in Management in the area of Finance from the Department of Commerce, University of Rajasthan. He has written two textbooks and has obtained 4 Indian Patents and 1 UK Copyright under his name. He has 15 national & international publications as research papers in peer-reviewed journals & as chapters in books both in India and abroad. He has three research papers indexed in Scopus. He has presented 14 papers in national & international conferences at various institutions of repute. He had visited Northwest Regional College (NWRC), London-Derry, Northern Ireland under the ERASMUS+ Project funded by the European Union. He has successfully completed several FDPs, Corporate Training, and TTT in various institutions and companies.
