A Holistic Investment Initiative!
A Personal Finance Webinar on: “Psychology of Investing & Wealth Creation”
Guest Speaker: Mr. Jayant Pai
Webinar on coming: 25.06.2022 at 10.30 am (IST)
How this webinar can benefit you?
- Psychological insights on wealth creation.
- Learn how to upscale your investment decisions.
- Tackle investor biases through insights from experts.
- Understand the psychological powerplay in your financial decisions.
- Tips to deal with investment traps.
- Build generational wealth using psychological insights.
Holisticinvestment. in has 20 Years of Expertise (Since 2000) in personal finance.
The company has got the Best Performing Financial Advisor Award Winner (South India) from CNBC TV18 in 2012.
It has published several research articles in Economic Times, Dalal Times, Money Control, Insight Success, Live mint & Nanayam Vikatan.
The company has Diverse Clients which include Senior Executives, Engineers, Doctors, NRIs & other business professionals.
It has a strong professional team with 2 Certified Financial Planners (CFPs) and 6 MBA graduates. For more details, visit www.holisticinvestment.in
Jayant Pai is a Certified Financial Planner (Pioneer Batch – 2002 to 2004), currently working with PPFAS Mutual Fund, where he functions as the Chief Marketing Officer.
Since 1993, he has worked in different verticals, including stockbroking, retail, Institutional dealing, Institutional Equity Sales, and Investment Banking.
He is also an alumnus of IIM Ahmedabad and holds a Diploma in Securities Law from Government Law College, Mumbai
Over the past seventeen years he has authored several articles on personal finance in publications like Economic Times, Business Standard, etc., and has also appeared on personal finance-related shows on TV channels like CNBC, ET Now, and Zee Business, etc.
He has also conducted workshops and seminars on personal finance in association with the Consumer Guidance Society of India (CGSI) over the past decade.
He is patient, calm, and result-oriented and never loses focus of the objectives set, and ensures that the learning is shared and revered by all the attendees of his program.
Prior to joining Edelweiss Asset Management, he worked at HSBC Global (India) Asset Management, Reliance Mutual Fund, Reliance Retail, and Vidyut Metallics Pvt. Ltd.
If you have any queries regarding the webinar, please contact us with the details given below.
Call or WhatsApp to +919344451150
Office Working Hours: 9.30 am to 6 pm
Working Days: Monday – Saturday