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.

The Ultimate Beginner’s Guide to Mutual Fund Investment

Date: 09 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
Language of Instruction: English
Venue Details:

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

Mutual Funds should be an integral part of your financial plan. Most finance courses are long and hard. We promise you that in your time with us, not only will you learn what it is but also how to invest in a mutual fund yourself! Join us now!

Required Materials/Equipment

  • Please keep pen and paper handy to make notes. Presentations 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?

  • What is a Mutual Fund
  • Types of Mutual Funds
  • Calculating NAV and understanding the charges
  • How to Buy a Mutual Fund – Direct & Indirect
  • How to start a SIP
  • How to read a Mutual Fund Statement
  • Tax benefits under 80C of ELSS Mutual Funds
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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 The Ultimate Beginner’s Guide to Mutual Fund Investment

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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