Financial Planning for South Asians in US and India
@ 6:30pm to 9:00pm
Shiva’s Indian Restaurant & Bar,800 California St #100,Mountain View, CA
Introduction: Financial Planning
Financial Planning in the U.S.
-why do you need a plan?
-strategies for uncertain times
-financial planning for South Asians
Investing in India
-why invest in India now?
-operational details: how to invest as an NRI?
Lovaii Navlakhi, Managing Director and Chief Financial Planner, is the founder of International Money Matters. With over 24 years of previous 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.
Lavina Nagar, Financial Planner, President & Founder of Maya Advisors, has more than fifteen years of experience in the financial services industry. She has worked at corporations like Reuters, Sungard, and Misys, working on solutions for investment banks and other global financial institutions. She holds a dual Masters in Mathematics & Computer Science from Indian Institute of Technology (IIT) Delhi, India, and an undergraduate degree in Mathematics & Economics. She is a Candidate for CFP® Board Certification. As an independent financial planner, she believes that financial planning is not an end in itself; but a means to achieve personal goals and aspirations. It is a lifelong dynamic process and depends on the unique situation of each individual’s circumstances and priorities.