STARTS ON TBD
DURATION One Day In Campus 6 Hours Program
PROGRAMME FEE INR 20,000 for Single enrolments INR 15,000 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

Projects and Assignments

  • Building of Personal financial Budget & financial statements.
  • Identifying your Financial Goals and Designing roadmap to achieve them.
  • Assessing Risk appetite and choosing the investment options
  • Mapping of investment to Each financial goal.

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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Prof Mahesh Rengutwar
B.com, DTL Symbiosis University, ICWAI, CFP (USA), MBA - Finance from NMIMS Mumbai, Ph.D. Pursuing from Symbiosis International University
Chairperson - Finance
Completed Master Teacher Program of ISB, Hyderabad. Attended & completed case study teaching program of IIM- Kolkata & ISB - Mohali. Has a rich industry experience
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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.

Completed Master Teacher Program of ISB, Hyderabad. Attended & completed case study teaching program of IIM- Kolkata & ISB - Mohali. Has a rich industry experience in finance domain of 11 yeats plus 8 years of teaching experience. Worked as a Senior Wealth Manager with Kzen Equities Pvt Ltd, a UK based advisory company, Share Khan, etc.

His current research interests include the areas of financial statements, Machine learning, analytics, machine learning, Python & r-language, Financial Services and Stock Market. He presented a paper in conference of Sheffield Hallam University-UK, Waikato Management School- New Zealand & IIT. He has participated in workshops, short term courses and faculty development programs organized by different renowned institute like ISB-Hyderabad & Ivey Business School- Canada, IIM-Calcutta, Govt. of India, Bombay Stock Exchange, etc. He also went for Study tour to Singapore and Malaysia. He has cleared seven modules of NISM and NCFM. He is member of Financial Planning Standard Board, India (FBSB) and The Society of Financial planners, Pune He is Associate Member Risk Management Association of India.

Certificate

Upon successful completion of the program, you will earn a certificate of completion from the International School of Business & Media.

In Collaboration with
Black Orange Talent Executive is a global EdTech mentoring, career counselling services company helping Individuals, Corporate Executives & Universities/Institutions to stay relevant in the ever-changing world. It functions under the corporate identity 'Black Orange Talent Executive,' a subsidiary of Black Orange Talent Pvt. Ltd., a company duly registered in India.