Life Without a Plan: Why Financial Planning Isn’t Optional

You may be investing. You may be saving. You may even be doing well financially.
 

But do you actually have a plan?

Your investments may be growing, but important questions can still remain unanswered:

A collection of investments is not the same as a financial plan. And some of the biggest financial gaps don’t become visible until life changes like
– A career break,
– A major expense, retirement 
– An unexpected responsibility.

Join this FREE webinar by ARIA to look beyond products and returns and understand the bigger picture behind your money.

Learn from Roshni Nayak

SEBI-Registered Investment Adviser | CFP®

With six years of experience in fundamental research and equity analysis, followed by her transition into personal financial planning, Roshni brings experience across both sides of the conversation.. understanding investments and understanding the larger plan they need to serve.

Through this session, learn from her experience as she breaks down:
• Financial myths & half-baked social media truths
• Mistakes investors make — and keep making
• The hidden cost of “free” financial advice
• Why investing alone may not be enough
• What a SEBI-Registered Investment Adviser actually means — and how they’re different

BONUS

Participants get a complimentary 15-minute 1:1 conversation with an ARIA RIA.

Date: 10th October
Time: 11:00 am

 

One hour. A clearer way to think about your money.
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