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Yogi Zone

Useful articles for your finance management by our team of experts

Financial Planning Event at ISB

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November 1st, 2009

10:00 am  – 5:00 pm,  Conf Room : AC4MLT , ISB, Hyderabad.

 

You know corporate finance; now optimize your personal situation in terms of cash flow, analysis, investing and goal planning

-Why you need to plan your financial future now

-Free financial plan you can prepare yourself on our website

-One on one sessions to seek advice from finance professionals

For Registration please email us at yogi@investmentyogi.com with subject title: Be your own CFO,ISB

FREE Online Financial Plan Included

Start now at

www.investmentyogi.com/isb

INTRODUCTION

10:00 -10:15

By Professor Amit Bubna, Ph.D.

Assistant Professor of Economics and Finance,ISB

SESSION1

10.15 – 11:00

By Lovaii Navlakhi, CFP -Importance of financial planning for a successful life

TEABREAK

11:00 – 11:15

SESSION2

11:15 – 12:00

By Uday Dhoot, CFP-

How critical is Insurance in this event called life

UPDATING YOUR FINANCIAL PROFILES

12:00 – 12:45

Students are requested to get their Laptops for updating& revising their financial profiles

DEMONSTRATION OF FINANCIAL PLANNING SOFTWARE

12:45 – 1:00

Live demo of how the software/ plan works

LUNCH BREAK


1:00 – 2:00

INDIVIDUAL SESSIONS                            

2:00 to 5:00

One on One meetings 

Speakers :

Amit Bubna, Ph.D. Assistant Professor of Economics and Finance                                                         

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Lovaii Navlakhi,  Managing Director and Chief Financial Planner, is the founder of International Money Matters. With 26 years of top-notch industry experience, an MBA (Finance) from SP Jain Institute of Management, an ICWA, the distinction of being one of the first Certified Financial Planners (CFP®) from India and a stellar reputation in the world of personal finance, Lovaii firmly believes in continuing education as a way of life. He is oft quoted and widely read across publications and personal finance websites.

uday

 

Uday Dhoot, , CFPCM is also India’s first CIPM Certificate holder and currently pursuing his international CFA (Level 3 candidate). He is  responsible for the infrastructure that gives International Money Matters Pvt. Ltd. the edge in providing excellent service to its clients. Currently designated as COO, he plays an active role in training people.

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