MoneyMati Presents: Your First Step to Financial Freedom
Join Our Exclusive Webinar for Women Professionals :
How to make Your Personal Financial Plan?
- On January 18, 2025
- 11 am Onwards
- 3+ Hours
- Live session
Empowering Women in India to Take Control of Their Financial Future
- 1. Have been made your personal financial plan?
- 3. Do you know how to simplify, automate and monitor your investments?
- 2. What are your life goals?
- 4. Do you understand which investments are best suited for you?
At MoneyMati, We're committed to Empowering Women Professionals like You to gain control over their Finances, set meaningful Goals, and achieve Financial Independence
Workshop is on 18th Jan (Fresh Morning) from 11AM onwards
***Be Quick! Last few seats are remaining for this batch!***
Why Is Financial Planning Essential for Women?
- Longer Life Expectancy: Women generally live longer, so more retirement savings are needed to ensure financial security
- Career Breaks: Maternity leave and caregiving can disrupt income, making early planning essential to cover these gaps
- Financial Independence: Being able to make informed decisions about your finances empowers you to live the life you want
- Gender Pay Gap: Financial planning helps overcome income disparities through smart saving and investing
- Health Expenses: Women face higher medical costs, so planning helps cover healthcare in later years
- Support for Loved Ones: Financial Planning ensures you can care for others while securing your own future
If you Checked any of the boxes above, you're Invited to Join Our Ultimate 3-hour Financial Freedom Webinar!
Register before October 24, 2024 to unlock bonuses worth ₹ 14,500
WHAT IF I TOLD YOU...
Whether you're just Starting your Career, Returning to Work after a Break, or already a Seasoned Professional, This Webinar Will Help You Take Charge of
Your Financial Future
Your Financial Freedom is Just a Webinar Away!
No Prior Knowledge or Experience Required!
YES, It will be that Easy!
Here's what you are going to Learn...
This interactive webinar will walk you through the essentials of personal financial planning, tailor-made for the needs of working women in India. We will cover:
Basic Principles of Investment
Learn Basics of money, investing and financial planning.
The Power of Compounding
Learn how starting early and investing regularly leads to exponential growth.
Asset Allocation
Diversifying your investments across different types of assets (stocks, bonds, mutual funds, etc.) to reduce risk.
Retirement Planning
Secure your future with a customized retirement plan, with case studies and live examples.
Tax Planning & Investment Hacks
Maximize your savings with smart tax strategies.
Creating Your Financial Goals
Break down your dreams into achievable, measurable goals.
Financial Planning Tools and Automation:
How to use automated tools for consistent investments and goal tracking.
Register before October 24, 2024 to unlock bonuses worth ₹ 14,500
Voices of Financial Empowerment: Success Stories from Our Participants
Register before October 24, 2024 to unlock bonuses worth ₹ 14,500
Register before midnight of 23 Oct 2024
To Unlock All Bonuses worth Rs 14,500
Time is running out. Reserve your seat now!
Fee will increase to Rs 2,000 once the timer hits ZERO.
Register before October 24, 2024 to unlock bonuses worth ₹ 14,500
Who is this workshop for?
The Women Investment Behavior Report 2024 by Axis Mutual Fund highlights the growing financial empowerment of Indian women. Don’t let time be the enemy of your financial success—start early, and let the power of compounding work for you. This webinar is for professionals including but not limited to…
- Corporate and Service Professionals
- Young Managers and Aspiring Leaders
- Women Rejoining the Workforce
- Career Beginners and Fresh Graduates
- Freelancers and Self-Employed Professionals
- Single Women Seeking Financial Independence
- Creative and Freelance Artists
- Home Makers Interested in Investing
- Aspiring and Established Entrepreneurs
- Women Focused on Personal Financial Growth
- Women Transitioning their Careers
- Professionals Planning for Retirement
Join us, learn the essentials, and take control of your future with confidence.
Register before October 24, 2024 to unlock bonuses worth ₹ 14,500
Know Your Mentors
- MBA(Finance), XIMB & NISM Certified Investment Advisor
- Over 14 years of professional experience
- Co-Founder & CEO, MoneyMati
- Guided Over 5000+ Startups & Students
Hi, I’m Anjali Bhatt Manda, Wealth Advisor, Corporate Trainer, and Business Mentor, particularly for DeepTech Startups.
My career spans diverse roles, I've worked with organizations such as PricewaterhouseCoopers (PwC), the United Nations Development Programme (UNDP), and the Centre for Investment Education and Training.
I believe in empowering women to become financially independent through entrepreneurship, skill development and personal financial planning and investing.
- Chartered Accountant
- Over 12 years of professional experience
- Chartered Global Management Accountant
- Founder Member at ConnectingChains Reach Pvt. Ltd.
Hi, I’m CA Diksha Chainwala Surana, I've over 12 years of professional experience in audit, corporate finance, insurance and tax consulting, debt restructuring, fund raising, M&A, deal advisory, corporate recruitment and training.
My career spans diverse roles, I started my career with EY and later after having rich experience in various roles of corporate finance, I decided to set up my own consulting firm.
I firmly believe that women must break barriers and become financially independent.
Register before October 24, 2024 to unlock bonuses worth ₹ 14,500
Frequently Asked Questions
We have answered all common questions below that you might have about the workshop. For any further queries, please contact: [email protected]
What is Moneymati and how can it help me?
Moneymati is a personal finance platform designed to provide holistic financial advisory services tailored specifically for women. We offer expert guidance on wealth management, insurance, tax planning, and estate planning, helping you make informed decisions about your financial future. Whether you’re looking to invest, secure your family’s future, or plan for retirement, we provide personalized solutions to meet your unique needs.
Why is Moneymati focused on women?
Moneymati was created to address the unique financial challenges that women often face, including longer life expectancy, potential career breaks, wage gaps, and differing financial priorities. We aim to empower women by offering clear, personalized, and goal-oriented advice to help you take control of your finances at every life stage.
Can Moneymati help me if I’ve never invested before?
Absolutely! Moneymati is perfect for beginners. We provide clear, jargon-free advice to help you understand the basics of investing. Our advisors will guide you step-by-step through the process, ensuring that you feel confident and informed about where and how to invest your money.
What financial services does Moneymati offer?
We provide a range of advisory services across four main areas:
Wealth Management: Personalized investment advice to help grow and manage your wealth.
Insurance Planning: Helping you choose the right coverage for you and your family.
Tax Planning: Strategies to optimize your tax situation and ensure you’re taking advantage of all deductions and credits.
Estate Planning: Guidance on creating wills, trusts, and ensuring your assets are passed on smoothly to your loved ones.
How does Moneymati personalize financial advice for me?
Moneymati takes a personalized approach by first understanding your unique financial situation, goals, and priorities. We consider factors such as your income, family structure, future aspirations, risk tolerance, and life stage to create a custom financial plan tailored specifically to your needs.
How does Moneymati’s fee structure work?
Moneymati operates on a transparent fee model. We offer different service packages depending on your needs, whether it’s a one-time financial consultation, ongoing wealth management, or a full financial planning package. You can choose the package that fits your requirements and budget. Our pricing is always upfront with no hidden fees.
Can I start with just one financial service, or do I need to sign up for everything?
You can absolutely start with just one service. Moneymati offers flexible advisory options, so whether you’re interested in just wealth management, insurance advice, or estate planning, you can choose to begin with the area that matters most to you. You can always add more services as your financial needs evolve.
How is Moneymati different from other financial advisors?
Moneymati takes a comprehensive and holistic approach, tailored specifically for women. We focus not just on investments, but on all aspects of financial wellbeing—covering wealth, insurance, tax, and estate planning. We also prioritize education, helping you understand your financial decisions every step of the way, so you feel empowered and confident in managing your finances.
Do I need to have a certain income level to benefit from Moneymati's services?
No, Moneymati is here to help women at all income levels. Whether you’re just starting your financial journey or you have significant assets to manage, we tailor our advice to suit your unique financial situation. We believe that everyone deserves access to quality financial guidance, regardless of income.
How does Moneymati ensure privacy and security with my financial information?
Moneymati prioritizes your privacy and data security. We use advanced encryption technologies to protect your personal and financial information. Your data is always stored securely, and we comply with industry best practices and legal regulations to ensure your privacy is protected at all times.
What does Moneymati’s estate planning service include?
Our estate planning services help you organize your assets and ensure that they are passed on according to your wishes. We assist with the creation of wills, trusts, and other legal structures, as well as offering advice on inheritance taxes and strategies to protect your wealth for future generations.
Register before October 24, 2024 to unlock bonuses worth ₹ 14,500
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