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Free Workshops

WISDOM WEALTH CONSULTANCY believes in empowering individuals in making smart & informed financial decisions. You may or may not need a professional Financial Planner, but everyone definitely requires being financially literate.

WISDOM WEALTH CONSULTANCY facilitates free workshops for employees of corporate companies, members of not-for-profit organizations, housing societies, professional bodies and individuals. The workshops are well structured and are conducted by Chartered Financial Planners. The workshops are structured for 1-2 hours duration for a group of 15-30 participants.

Contents of the Workshop

  1. The Big Picture – Your Personal Financial Planning landscape
  2. Putting the house in order – attaining financial discipline
  3. Getting prepared for life changing events and overcoming financial challenges
  4. Achieving your goals and dreams
  5. Synchronizing different aspects of your personal finance
  6. Using Six-Step process of Financial Planning to achieve your goals

If you want to attend the workshop or arrange the workshop at your company or society/association, we request you to fill the form and we shall get back to you.

(If you want us to approach the HR Department or the association you belong to, we shall be glad to do that using your reference.)

For more details, Contact Wisdom Wealth Consultancy.