Trainings Offered
Training Objectives
1
FINANCIAL SKILLS
Participants will gain money management skills & practical understanding of the core concepts of financial planning
SKILLS
3
ASSESS CURRENT FINANCIAL STATE
Participants will get correct assessment of thei present financial situation
CURRENT SITUATION
5
WEALTH CREATION
Participants will gain knowledge about various investments options and how they can use them to generate wealth
STRATEGY
2
HEALTHY MONEY HABITS
Participants will become aware of healthy money habits that help them maintain their financial health for lifetime
HABITS
4
INITIATATE EARLY PLANNING
Participants will get the tools, techniques and motivation to get started towards planning for their life's big financial needs
EARLY PLAINING
6
CREATE YOUR DREAM LIFE
Participants will be able to make a blueprint for achieving their dream life
DREAM LIFE
Benefits of implementing learnings from the trainings
Participants will have understanding and knowledge of all the tools and strategies to sort their finances. This will enable them to
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Get rid of their high-cost debts quickly
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Make and stick to a budget without feeling restricted
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Implement strategies to grow their money at a fast rate with least risk
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Start using credit cards & personal loans wisely
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Enjoy looking at their bank statements rather than running away from them
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Be able to save & invest more than they ever imagined
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Make and execute a financial plan to secure their family’s future
AND due to above they will have
– More Time
– Greater focus
– Lower stress
– Higher confidence
Along with all this they will have much more time for the real joys of life such as friends, family, passion, community…
Hey!
I am Richa Puri.
Since 2018, I have been working with individual investors and corporates training individuals to create a financial plan that suits their life-plan. Understanding basics of financial literacy and investing 101 is the first step towards taking an active part in developing a financial plan for yourself. It is my mission to provide professionals and young graduates with the skills and knowledge to master their finances and move towards a lifetime of financial well-being.
Why My Trainings
Grow your financial knowledge & skills to stay in control of your financial life
KNOW YOUR ENOUGH
One of the top reasons of financial insecurity is not knowing, "How much will be enough for me & my family?"
I will provide knowledge and tools to calculate what will be enough for you, whether that's about your future financial goals, current monthly investments, your insurance needs, emergency funding needs, etc.
EMOTIONS & WEALTH
Emotions is one of the big factors that affects your wealth a lot but is least understood. I will help you understand the connection between the two and also understand why you keep making same financial mistakes repeatedly. Plus, how you can prevent your emotions from impacting your wealth creation efforts.
IDENTIFY YOUR STRENGTHS
Just like we all have different favorite colors, our financial strengths are also different and we require a custom strategy to maximise benefits from those strengths. I will help you identify your hidden financial strengths and make a strategy of using them to maximise your wealth building potential.
