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Financial Planning for NRIs

Financial Planning for NRIs

Tuesday, December 12, 2017

Expert: Sanchit Taksali
  • Stocks
  • Bonds
  • Supply and Demand
  • Fundamentals
  • Risk Management
  • Beginners
Financial Planning is for all whether it’s a Salaried Person or a Businessman(/woman), all needs a Financial Plan to achieve their life goals, such as planning for child’s education & marriage, planning for purchasing of multiple asset including equity, real estate, gold, etc., or planning for one’s retirement. Similarly, NRIs too face such issues, where they face the difficulty to either invest/stay in India or abroad. Even when it comes to Financial Planning for NRIs, it becomes a much harder job for the Financial Planner to make the plan which suits to their life goals. This webinar is a must watch for NRIs who wants to invest and planning for retirement in India or in Abroad.

Target Audience   
The Audience for these topics will be NRIs living in abroad, Becoming NRIs, Businessman(/woman), Students or any other individual who are planning to invest but didn’t find any good source of information for the same.

The aim is to enrich the audience with the knowledge and importance of Financial Planning and its benefit in their life. The learning is with respect to understanding the Personal Financial Issues in India, Living Standard, Cash Flow of Income (in India or in Abroad) and their life goals. In addition to the critical issues which affects NRIs from Investing & Settling decision in India, audiences will be able to identify the major issues and how it will help them in overcoming from such problems. And at the end of the webinar, audiences will also able to focus more on their family & work without sticking into the much paper work and time while making any financial decision. 

Mr. Taksali will cover the Following Topics in his webinar. The objective is to identify the Value Stock which possess the potential to create wealth: 
1.       Understanding the Financial Planning for NRIs
2.       Need for the Financial Planner
3.       Investment Avenues for the NRIs in India
4.       Tax Planning for NRIs
5.       9 Key points to Mark
The webinar is interactive and includes a Q&A session

Mr. Sanchit Taksali
Financial Planner with Master's in Business Administration (MBA) in Finance from Tier B-School. Worked with several renowned financial service industries where he has contributed his skills and knowledge to the superiors like a veteran. His working experience in the various field of Finance includes Financial Modelling, Equity Research (both Technically and Fundamentally), Compliance, Coaching, and Advisory work. Currently, with Investiture - Your Personal Financial Planner, he focuses on helping individuals to resolve their Personal Financial issues for their betterment of life & goals. To know more about his concept of Financial Friend in Financial Planning, keep watching out his webinar or contact him through his blog: 

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