Financial Advisory Workshop Plan for Shiv Jeevika Ray Capital Ltd.
This workshop plan is designed to educate participants on personal financial management, investment strategies, and maximizing the benefits of Shiv Jeevika Ray Capital Ltd.’s financial products.
Workshop Overview
Target Audience:
Individuals, working professionals, business owners, and senior citizens interested in financial planning.
Objective:
To provide participants with tailored financial strategies that align with their goals, emphasizing the advantages of Shiv Jeevika Ray Capital Ltd.’s offerings.
Duration:
2 days (6 hours per day)
Workshop Modules
- Introduction to Financial Literacy
- Basics of saving, budgeting, and financial planning.
- Understanding financial products like Investments.
- Maximizing Fixed Deposits
- Benefits of kishor dhan sutra plan at Shiv Jeevika Ray Capital Ltd.
- Interest computation (example: ₹10,000 to ₹1,00,000 @ 7.55%).
- Compounding strategies for future planning.
- Investment Strategies for Growth
- Exploring Prayudh Dhan Sutra Plan (₹1,00,000 to ₹10,00,000 @ 8%).
- Risk assessment and portfolio diversification.
- Tax Planning and Compliance
- Utilizing investments to save on taxes.
- Navigating tax laws with financial products.
- Financial Goal Setting
- Identifying short-term and long-term financial objectives.
- Tailored advisory sessions based on individual goals.
- Practical Case Studies and Q&A
- Real-world financial scenarios.
- Interactive Q&A with financial experts.
Pricing
- Workshop Fee (one-time):
- ₹9,999 per participant (includes training materials, lunch, and refreshments).
- Corporate Package:
- ₹89,999 for up to 15 participants.
Yearly Renewal Plan (Optional)
Participants can opt for continued access to personalized financial advisory and updates.
Annual Subscription Fee:
- ₹4,999 per participant
(Includes two follow-up sessions, quarterly newsletters, and access to online resources.)
Corporate Renewal Fee:
- ₹40,000 per group of 15 participants.
Why Choose This Workshop?
- Expert financial advisors from Shiv Jeevika Ray Capital Ltd.
- Personalized guidance for maximizing returns.
- Comprehensive insights into tax-saving opportunities.
- Networking opportunities with like-minded individuals.