A Holistic Investment Initiative!

A Personal Finance Webinar on “Don’t make these 10 mistakes when Investing In Mutual Funds”

Guest Speaker: Mr.Ankoor Agnihotri

Webinar on coming 12.02.2022 at 10.30 am (IST)

Medium: Zoom

Host: Holistic Investment Planners

How this webinar can benefit you?

What this webinar session will cover?

  • What’s the best investment strategy?
  • How to have a long-term mindset?
  • How to research the fund before investing?
  • How to analyze your risk appetite?
  • How to have clear investment goals?
  • How to diversify your investments?
  • How to review your investments periodically?
  • How to factor inflation?
  • How to stop emotion-driven decision-making?
  • How to reach your financial goals with mutual funds?
About our company

Holistic Investment Planners 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

About the speaker

Mr. Ankoor has worked in the financial service industry since 2003 and has delivered in different capacities like Operations, Customer service, Retail Sales, Institutional Sales, Business Development, and Training.

He joined Invesco to Head Sales in Gujarat Region and is part of Invesco Global Consulting in India since 2017.

Since then he is responsible for the effective delivery of IGC Content to Indian financial professionals.

In his current role, he is working as SVP & Head Business Development with incremental responsibility as a Key Presenter – Invesco Global Consulting.

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

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


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