Most investors in their 30s and 40s have Mutual funds but no clear written plan. This live online workshop is for serious, mid-career investors who want a structured wealth roadmap instead of random tips.
In 90 minutes, we’ll help you turn a scattered portfolio into a simple, institutional-style wealth plan for retirement, children’s education and other big goals. You’ll learn how to:
• audit your current portfolio and see if it’s too risky or too conservative,
• link real-life goals to investment amounts and timelines, and
• use SIPs and lumpsums more intelligently at your life stage.
The session will be conducted in Hinglish (Hindi + English) and is interactive – you’ll work with your own numbers during the session and leave with a draft action plan you can refine further.
About the speaker
The workshop is hosted by MoneySutraa and led by Aditya Lunawat, CA, MBA (ex–Morgan Stanley) AMFI Registered, who brings over 15 years of experience applying institutional risk-management thinking to individual portfolios.
Event Venue
Online
INR 0.00
