The concerns about meeting future financial commitments are common. They could be about Child education, Marriage or Family vacation or the most prescient goal of a Comfortable Retirement.
The worries on this account fall broadly under following categories:
1. Wealth protection and growth
How do I protect my wealth from capital erosion? Are my investments giving me the best returns?
2. Financial confusion
How much should I save, where should I invest, have I invested properly, Is my current portfolio good enough, do I have adequate life/health cover?
3. Portfolio performance
Why has my portfolio not given me good returns even when the markets have? I suspect if my banker or broker or insurer has sold me wrong products for my needs? I find it difficult to keep track of my investments, my finances are in disarray!
HANGOUT brings to you an interaction session with Mr. Omprakash Vaswani from Zen Capital Investment Advisors.
Your financial health is very important and we hope you will find this session useful.
About Omprakash Vaswani
Om is SEBI Registered Investment Advisor with more than two decades of experience which started with manufacturing operations in Petrochemicals and Oil Refining and then progressed to financial analysis, project evaluation, business planning and MIS and then to Equity Research at a large multinational bank. It is this long experience, deep expertise as well as the educational pedigree and abiding interest in investment management that led him to set up Zen Capital Investment Advisors. Om is a CFA Charter from CFA Institute, USA and has obtained certification in management from IIM Bangalore and bachelor degree in Chemical Engineering from LIT Nagpur.
Call at 9880200816 to register.