A Holistic Investment Initiative!
“Art and Science of Financial Planning”
Guest Speaker: Mr. Amit Grover
Webinar on coming: 15.10.2022 at 10.30 am (IST)
How this webinar can benefit you?
- Discover various scientific methods to plan your financial goals
- Using art and science to discover how to make the money work for you!
- Discover the way to live a tension-free financial life!
- Can help you to maintain your financial discipline
- How to use the art and science of financial planning to achieve your financial goals?
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
- Amit Grover is a Mechanical engineer, MBA, CFA Level 3 candidate, with 16 years of experience in financial services in wealth management and training.
- The last 2 stints were with IDFC Mutual Fund and DSP Mutual Fund heading Learning & Development.
- He has conducted more than 1200+Sessions Pan India for Banks, National Distributors, MFDs, RIAs, and most leading corporates of the country.
- The topics covered in these sessions include equity, fixed income, behavior finance, International Investing, history of Markets, Macroeconomics, and personal finance.
- Written Personal Finance, Investing and behavior finance articles that feature in financial newspapers.
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