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Webinar

A Holistic Investment Initiative!

A Personal Finance Webinar “Mastering Money Mindset”

Guest Speaker: Mr. Ashwin Gupta

Designation:  Associate Vice President of Training at Baroda BNP Paribas Mutual Funds

Webinar on coming: 29.03.2025, SATURDAY 

Time: 10.30 AM to 12.30 PM (IST)

Medium: Teams

Host: Holisticinvestment.in

 

How this webinar can benefit you?

  • Build a resilient mindset to handle market ups and downs.
  • Adopt the habits of successful investors.
  • Leverage emotional intelligence for financial success.
  • Overcome limiting money beliefs.
  • Develop an abundance mindset for wealth creation.
  • Align financial goals with personal values.
  • Make disciplined decisions for financial freedom.
  • Understand subconscious money patterns.
 
 
Holistic
About our company

Holisticinvestment.in has 24 Years of Expertise (Since 2000) in personal finance.

The company 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

About the speaker

  1. Ashwin Gupta holds a PGDBA in Finance and Operations from Symbiosis, one of India’s premier management institutions, and has over 14 years of experience in the BFSI industry.
  2. He is the Associate Vice President of Training at Baroda BNP Paribas Mutual Funds, where he focuses on investor education and financial empowerment.
  3. Previously, he worked with: HSBC Asset Management, HDFC Securities, Motilal Oswal, Angel Broking & Edelweiss
  4. Ashwin has expertise across multiple domains, including products, operations, customer care, and quality training.
  5. He is an experienced trainer, passionate about simplifying mutual funds and financial concepts for investors.
  6. Ashwin regularly conducts training sessions, webinars, and knowledge-sharing forums to help investors make informed decisions.
  7. He believes that financial success is not just about investing but also about knowledge, discipline, and informed decision-making.

 

If you have any queries regarding the webinar, please contact us with the details given below.

Send your queries to ramalingam@holisticinvestment.in or internetmarketing@holisticinvestment.in

Or

Call or WhatsApp to +919840764541

Office Working Hours: 9.30 am to 6 pm

Working Days: Monday – Saturday