Minakshi Todi

The Finance Box was started by Minakshi Agrawal Todi. Minakshi quit her career with JP Morgan London and moved to India. She took up teaching finance at ISME School of Management and Entrepreneurship. After interacting with students fresh out of school and teaching them the basics of finance she realised how much India needed financial literacy! Students were unaware of basic finance concepts and money management. Thus, The Finance Box was born. The Finance Box started as a way to empower kids, teens and adults, everyone. Understanding why money matters and how to manage it is a basic human necessity. Over the course of this Online Finance Workshop journey, participants will learn the tools they need to achieve their goals and thrive in today’s competitive world.
 Our outstanding instructors spent many years working professionally in the field before bringing their experience to the educational field. They have developed an unparalleled curriculum which focuses on practical application of the material. This ensures that students can immediately put their newly-learned skills to use upon completion of the course.

Personal Finance (Financial Planning) by The Finance Box

Date: 15 May 2021
Starts at: 02:30 pm
Duration: 90 minutes
Ticket Price: Rs. 1999 per person
Maximum Number of Participants: 15
Required Prior Experience: Beginner Friendly(Prior knowledge of personal financial planning or Finance is not required
Language of Instruction: English
Venue Details:

ZOOM(the joining link will be shared in the confirmation email after you buy the ticket)

Personal finance covers managing your money as well as saving and investing. Personal Finance encompasses budgeting, banking, insurance, mortgages, investments, retirement planning, and tax and estate planning.

 

Want to start a family but no idea what to keep in mind? We can help you. This pandemic has taught us that it is never too late to learn about finance!

Required Materials/Equipment:

  • Please keep some pen and paper handy to make notes. The presentation will be shared at the end of the class.
  •  You will be awarded a Certificate from The Finance Box upon completion of this course.

What topics will be taught?

  • Tools which you can implement in your life e.g. goal Setting, budgeting
  • Some Budgeting tips and tricks
  • Understanding inflation and how it affects us
  • Learning the value of compounding
  • exploring the different avenues to invest our money – different financial instruments
  • Understanding the difference between guaranteed and non-guaranteed investments
  • The Financial Planning process and all its elements
  • Standalone
  • Personal finance covers managing your money as well as saving and investing. Personal Finance encompasses budgeting, banking, insurance, mortgages, investments, retirement planning, and tax and estate planning.

     

    Want to start a family but no idea what to keep in mind? We can help you. This pandemic has taught us that it is never too late to learn about finance!

  • ZOOM(the joining link will be shared in the confirmation email after you buy the ticket)

  • 90
  • 2021-05-15 14:30:00
  • Rs. 1999 per person
  • 15
  • Beginner Friendly(Prior knowledge of personal financial planning or Finance is not required
  • English
  • Required Materials/Equipment:

    • Please keep some pen and paper handy to make notes. The presentation will be shared at the end of the class.
    •  You will be awarded a Certificate from The Finance Box upon completion of this course.
  • Instructor Contact

    Name: Minakshi Todi

    Mobile: 9870425257

    Email: info@thefinancebox.in

    Social media:

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      Ticket for Personal Finance (Financial Planning) by The Finance Box

      1,999.00 Out of Stock

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Other Important Points

  • Bodhiroom is simply a listing and ticketing website as mentioned in the Terms & Conditions. Performance and enjoyment of the workshop is the responsibility of Instructors and participants;
  • Process: After you have purchased your ticket, you will be sent a confirmation ticket over email for the same.
  • Please note that as mentioned in the Terms & Conditions, Bodhiroom only refunds the ticket price in case of workshop cancellation. Please directly contact the Instructor for refund request in any other case.

 

Instructor Contact

Name: Minakshi Todi

Mobile: 9870425257

Email: info@thefinancebox.in

Social media:

  •    Instagram: www.instagram.com/thefinancebox
  •    Facebook Page: www.facebook.com/thefinanceboxbyminakshi
  •    Facebook Community: www.facebook.com/groups/thefinancebox/
  •    LinkedIn: https://www.linkedin.com/company/thefinancebox
  •    Medium Page: https://thefinancebox.medium.com
  •    Website: www.thefinancebox.in 
  •    You Tube: https://www.youtube.com/c/TheFinanceBox
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    Ticket for Personal Finance (Financial Planning) by The Finance Box

    1,999.00 Out of Stock

All of us have skills and life experiences that we can share. Bodhiroom is a platform where curious people, from all walks of life, can come together to learn for learning’s sake.

contact us

Email: bodhiroomindia@gmail.com