How to manage your Wealth & Retirement Corpus - Session with Parimal Ade

We have completed thousands of Financial Plans and understand the primary challenges in managing wealth and retirement corpus.


The session is specifically tailored for investors who are nearing retirement, those who have retired, or individuals who have accomplished all their major financial goals such as retirement, children's education, and marriage, and have attained financial freedom.


Session will be very interactive with Q&A session as well as investor meet (networking session).


Date and Time : 12th Oct, 2025 (Sunday)

Location: Mumbai ( Offline Session ) 


10:00 AM - Why Retirement is most important Goal? Key Worries & Mistakes related to Retirement

10:30 AM - Pre vs Post Retirement Financial Planning - What is the difference?

10:45 AM - Is my Retirement Corpus enough?

11:15 AM - Tea Break

11:30 AM - How to manage my Retirement Corpus & Wealth? Strategies to discuss Post Retirement (Financial Freedom) Scenarios. Case Study based.

12:45 PM - Asset Allocation & Diversification Strategies - Wealth Management

1:30 PM - Q&A followed by Lunch


Very Limited Seats, Book Now.



Speakers Profile :




FAQs

investyadnya.in

Invest Yadnya is an equity and mutual fund research company. Our comprehensive content is backed by 14+ years of handling real clients. Our products include model portfolios curated for various risk profiles, stock-o-meter which has data for more than 2000 stocks, fund-o-meter which has data for more than 500 mutual funds and financial planning and tax planning knowledge banks and more. You can also create a free financial plan with us!

Speaker Profile:
Parimal Ade is the Co-Founder of InvestYadnya.in and has 14+ Years experience in Investment field. He is a key social media educator and has written books like 108 Q&A on Mutual Funds & SIP and How to manage your Retirement Corpus.

Gaurav Jain is the CEO of InvestYadnya.in and has total 14 years experience in Personal Finance field and consulting.

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