Ultimate Guide to Financial Planning
What is Finsmart?
Finsafe’s e-learning module, FinSmart covers the why, how and what of ﬁnancial planning. FinSmart is created for those with aspirations of getting their disposable income to work as hard as they do and build wealth to fund their dreams. Concepts like inﬂation, compounding and risk are demystiﬁed to provide adequate data points on ﬁnancial planning.
FinSmart covers basics of ﬁnancial instruments such as mutual funds, debt instruments, insurance and pension. The suitability of investment tools for various goals and customizing individual investor portfolios are described in detail.
- Strategies to manage your ﬁnance portfolio optimally
- Comprehensive Financial Planner
- Complete overview of investment tools
- Practical tips on managing personal wealth
- Model Portfolio & link to invest