Event Details
Expert Session on "Plan, Grow, Prosper: Pro Strategies for Smart Personal Financial Planning
FROM 04 Apr 2025 TO 04 Apr 2025
Venue : Department of Business Administration Manipal University Jaipur @ 11:00 AM
This expert session, led by Pankajj Goel-an esteemed finance professional with over 15 years of experience-provided in-depth insights into personal financial planning. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), Mr. Pankajj brought a wealth of knowledge in wealth management, investment research, and financial modeling.
Key Highlights of the Session:
- Understanding Wealth Management - Strategies to build, preserve, and grow personal wealth.
- Investment Planning & Portfolio Management - How to create a well-balanced investment portfolio based on risk appetite.
- Retirement Planning - Ensuring financial security for the future with structured savings and investment approaches.
- Financial Goal Setting - Structuring short-term and long-term financial goals effectively.
- Risk Management & Insurance Planning - Protecting wealth through strategic risk assessment.
With experience in mentoring over 27,000 professionals and collaborating with top financial institutions like Goldman Sachs, ICAI, and ICICI Securities, Pankajj Goel offered practical case studies, real-world applications, and interactive discussions to help attendees gain actionable financial knowledge.
