Investor Awareness Program on Asset Allocation
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Coming Saturday, 5th Dec 2020, we have an focussed TEN Connect session on Investor Awareness Program on “Asset Allocation”
Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor’s risk tolerance, goals and investment time frame. The focus is on the characteristics of the overall portfolio.
The session is aimed at creating investor awareness of new and existing investment allocations available and planning the same against your financial goals.
Date & Time – Saturday, 5th Dec 2020 | 11:30 AM to 1:00 PM
Panelists
> Mr. Tushar Narula, Channel Head – National Distributors, SBI Mutual Fund
> Paras Shah, Financial Planner, Aashirwad Investments
Speaker Profile
Mr. Tushar Narula, MBA from IIPM, is currently Channel Head – National Distributors, SBI Mutual Fund. He has more than 14 years of experience in financial services industry of which 10 years has been with SBI Mutual Fund. Tushar is quite enthusiastic by nature and well versed with his understanding of the nitty gritty of the financial asset classes and financial markets.
Mr. Paras B Shah, B.com, MDRT(USA) ,CFP(certified Financial Planner) has more than 18 years experience in practicing Financial planning for Individual & Companies.He helps individuals to achieve their Financial Goals with peace of mind and helps SMEs in succession planning. He also helps SMEs generate funds & private investments for business development. Having 200+ retail clients, his mission is to Educate & help 1000 OR more families for financial freedom.
About TEN
TEN The Enterpreneurs Network is a networking platform founded in 2010 with a commitment to provide an ecosystem for the business community that ensures not only profitability but help enterpreneurs beyond their domain expertise..
We at TEN believe that learning is a continuous process that keeps alive the inquisitive child in you. At TEN we stand committed to our motto CONNECT | BREAKTHROUGH | PROSPER