How to Do Financial Planning in 2021: Women's Personal Finance Class

How to Do Financial Planning in 2021: Women's Personal Finance Class

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Payal Motla

Payal Motla

Tax Consultant and Financial Advisor

 Timing

4:00 PM on Fri, 18 June

 Fee Structure

Rs. 68.88 for 60 Minutes Session

 Price

₹68.88 ₹299.47 77% off
SOLD OUT

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Program Description

Gone are the days when men were expected to earn and women were expected to care for the house. Today, men and women are economically equal.

So it is more important than ever that we women take control of our finance.

What are the 5 top ways you can manage your finance?



  1. Plan Your Investments
  2. Set Sensible Goals
  3. Save, and Save Some More
  4. Create a Budget and Manage Your Debts
  5. Find Passive Sources of Income

You also need to plan your taxes, plan for any house or car you might buy, your children's education and, finally, for retirement.

Very importantly - as the pandemic has shown us - you need to plan ahead for your health, including hospital visits.


Let not words like 'stock market' and 'mutual funds' frighten you. This class will have on-the-go advice on how to save from your taxes, choose the best investment portfolio that will give you maximum returns, and how you can understand changes in the Union Budget.

It will end with the Finance Quiz to measure your financial savviness.


Remember that financial literacy is the first step to take charge of your own life.

Who is this class for?


This class is meant for every woman who wants to better control her life and invest in her and her family's well-being. No prior knowledge of Finance is required.

Who is going to teach this class?


Payal Motla is a Financial Expert and Tax Consultant from Mumbai with over eight years of experience. Some of her past employers include Yardiprabhu & Associates LLP, VRPM Advisors P. Ltd, Tata AIG General Insurance Company Limited, and Manikum Associates. As a consultant, Payal provides customized investment consultancy based on the client's financial goals. She helps her clients with online taxes, helps them understand technical terminologies, ever-changing deadlines, and tax laws.

Please Note:


  • You can add yourself to the class group as soon as you book.
  • You can watch the class recording on the Spark.Live website. Just log in with your email id.
  • During this live-streamed class, you can ask questions and get all your doubts cleared.
  • What you will learn in this course is original, tested, and very detailed.

You will receive a Certificate of Completion at the end of the class.


How it Works

  • Session is suitable for age range 18 to 65.
  • Expert can speak languages English, Hindi.
  • Session would be in English. However, you can request the Expert to converse in any language they know.

Payal Motla

Tax Consultant and Financial Advisor

Years of Experience
8+
Number of Lives Touched
3000+
City of Residence
Mumbai

Payal Motla is a Financial Expert and Tax Consultant from Mumbai with over eight years of experience. She holds a Bachelor of Commerce in Accounting and Finance from Mithibai College and a CA certificate from ICAI.

Some of her past employers include Yardiprabhu & Associates LLP, VRPM Advisors P. Ltd, Tata AIG General Insurance Company Limited, and Manikum Associates. Currently, Payal is working as an independent consultant.

As a consultant, Payal provides customized investment consultancy based on the client's financial goals. She helps her clients with online taxes, helps them understand technical terminologies, ever-changing deadlines, and tax laws.

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Reviews

Profile image of Sparsha K.M

Sparsha K.M 18/06/2021

Thank you. It was the good session. It was promoted in English language and the session was in Hindi here and there it's fine but please look into it for the sake of non Hindi participants.

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