Sunday (9 am to 5 pm)
Vasant Kunj
(includes Tea, Snacks, Lunch and Training Materials)
Surviving and thriving as a professional or business owners requires strong financial management skills, but getting there can seem stressful and overwhelming.
Join a certified personal financial expert for an introduction to a painless, five-step plan for taking control of your personal finances.
Set financial goals, create a budget that works for you, and establish the habits that lead to financial health.
Learn how to make financial planning less time-consuming by spending 30 minutes a week directly focused on your budget, spending, savings, and investments.
Also learn how to create immediate growth in your savings and investment accounts.
Know and master the key technique for taking the stress and uncertainty out of planning for retirement.
Confidently and successfully manage your personal finances, and have more time (and money!)
“After a personal economic downturn a few years back, Pallavi helped me get my personal financial well-being in order. Highly recommended.”
– Richa Prasant (Sunaayy Foundation)“Pallavi is a financially savvy professional with the best interest of her customer at heart. Her commitment to your financial well-being set her apart.”
– Swati Chaturvedi Raghvan (CEO of US based Angel Investing Platform)“ Pallavi’s workshop was instrumental in charting out my financial planning goals that are independent, clear, concise and sound. Thank you Pallavi.”
– Aditya Khanna (Investment Banker)
Pallavi Chaturvedi has worked in the financial services profession for more than 13 years. She started her career as a life insurance professional with Max Life Insurance and then graduated to being a complete financial consultant.
She is a Certified Financial Planner (CFP). This Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.
She has also been certified by LIMRA (a worldwide research, learning and development organization) as Professional Financial Advisor (PFA). The American College has recognized her as a Life Underwriter Training Council Fellow (LUTCF).
She holds the credit of working with a varied Corporates, Public Sector Undertakings and Paramilitary forces.
Business Owners, Doctors, Lawyers, CA's/CS's
Professionals looking to quit and get into business
Men who are too busy trying to make money and forget the implications of poor management
Women who are looking for finanancial freedom and investment opportunities for self and family
Those starting out in their career or are with disposable income
Sunday, 9 am to 5 pm
10, Institutional Area Vasant Kunj, New Delhi - 110070 (View Map.)
Fee (per person)
(includes Tea, Snacks, Lunch and Training Materials)
In case you can't attend workshop on 12th May, you can attend next workshop which will be in June. Please contact us on 98118 64405 for more details.
“Pallavi’s complete personal attention and deep understanding strikes the right balance between clients’ needs and numbers based investment opportunities.”
– Akshay Modi (Director, FMCG company)“ Pallavi has simplified financial planning and its nuances. Pallavi ensured that all queries were answered and goals for the year are addressed.”
– Nupur Khanna (Eatonomist)“ Pallavi has a high degree of valuable knowledge and has her clients’ best interest at heart - I trust her blindly. It’s a pleasure to work with her.”
– Aditi Gupta Modi ( Pro Scuba Diver)
