Learn to systemize the portfolio with us. Either it’s Mutual Fund, Equity, Debt or Bond/FDs. Get ready to resolve all your doubts related to Portfolio Management and get suggestion on whether you need portfolio review or not.
During this webinar, we will discuss following topics:
- Importance of Portfolio Management
- Portfolio Management Strategies & Importance of Rebalancing
- Whom to Consult and Why and;
- Q&A Sessions
Mr. Sanchit TaksaliMr. Sanchit Taksali, Certified Financial Planner^CM with Master's in Business Administration (MBA) in Finance from BIT, Mesra, Ranchi. Having keen interest and vast working experiences in the various field of Financial Background i.e Financial Modelling, Equity Research (both Technically and Fundamentally), Compliance, Coaching, and Advisory work. Currently, with the purpose of developing and promoting Financial Planning & Education to individuals, corporates, professionals, artists and other society groups. He started working on Investiture - Your Personal Financial Planner as a project. To know how Investiture, can help in your Personal Finance Matters, then do visit us: https://investiture.in/