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Make Your Financial Goals A Reality
We empower people to unite around ideas that matter.
Empowering soldiers to secure their family’s financial future demands a strategic approach. Investing can be complicated, but our program, Invest Right, makes it simple.
Discover how Invest Right provides soldiers with the tools and guidance they need to confidently step into the world of investment, ensuring not just stability, but the opportunity for prosperous futures.
Conquer Your Financial Challenges as a Soldier
Soldiers gain financial empowerment through tailored strategies, enabling them to make informed decisions and avoid debt traps.
Invest Right sessions offer a roadmap to long-term financial security, equipping soldiers with tools for sustainable wealth accumulation.
Engaging with our team helps soldiers learn to mitigate risks associated
with get-rich-quick schemes, learn smart investing habits.
Soldiers get personalized guidance and support, addressing their
individual financial needs and objectives with precision.
By the end of this session, you'll be able to -
Confidently and successfully brake debt traps, avoid risky schemes, and grow money safely.
Session Outline- there are 5 stages to each session
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Understanding Your Financial Landscape-
- Your Cash Flow
- What matters to you & why
- Your Budget Your current investments, savings & insurances
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Defining your Financial Objectives-
- Identify your Financial Goals
- Distinguish between Needs, Wants & Dreams
- Prioritize your Financial Goals
- Define your goals as Specific Measurable Attainable Realistic & Time-bound
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Crafting your Financial Strategy-
- Build a Plan to achieve your financial goals
- Identify the current gaps in your savings / investments to reach your goals
- Devise a strategy to fill these gaps
- Create a roadmap for your financial journey
- Identify and Mitigate the risks (Insurances)
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Exploring Investment Options-
- Your risk profile
- Asset Classes and Expected Returns
- Investment Options
- Insurance Covers you must carry
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Review your progress year on year-
- Re-evaluate your investments
- Re-visit your risk profile
- Re-assess your commitment to your goals, as personal priorities may evolve over time.
Meet Your Coach
Pallavi Chaturvedi brings over two decades of expertise in personal finance, specializing in serving the unique needs of uniformed forces. With a deep understanding of their challenges, she founded Invest Right to offer tailored solutions to soldiers.
Having begun her career as a life insurance professional with Max Life Insurance, Pallavi evolved into a comprehensive financial consultant. She holds the esteemed Certified Financial Planner (CFP) designation, recognized globally for its rigorous standards in education, examination, experience, and ethics.
Pallavi's commitment to excellence is further underscored by her certification as a Professional Financial Advisor (PFA) by LIMRA, a leading research and development organization, and as a Life Underwriter Training Council Fellow (LUTCF) by the American College.
Throughout her career, Pallavi has served a diverse clientele, including corporates, public sector undertakings, and para-military forces. Her unwavering dedication to empowering soldiers with financial knowledge has made her a trusted ally in their pursuit of financial security.
Who should book the Session- there are 5 stages to each session
The new recruits- Start of career, limited financial knowledge
Debt Ridden Soldiers – have taken excessive loans (personal loans / credit cards etc)
Married soldiers with Children
Soldiers approaching retirement
Soldiers deployed in remote areas
Frequently asked questions
What if I am not able to attend the session at scheduled time?
We will be assigning you a relationship manager. You can reschedule the session. Caution !! if you reschedule a session more than 3 times. No Shows are not given another opportunity to book sessions.
What if I am unable to do the complete session?
If you are unable to attend or are not able to finish the session, don't worry. We'll assign you a relationship manager who can schedule another session with you at a time that works for both of you.
What is your fee for the session?
The sessions are free for all the soldiers
Why attend an Invest Right session? Can't I gain the required knowledge by reading books on the subject or from the internet?
The Invest Right session is special because it gives you personalized advice that fits your situation. While books are helpful, our experts offer simple, practical tips that you can use right away, making financial planning easier for you.
Transform your finances. Change your life!
In the session you will gain the confidence to take action, successfully manage your finances, and make empowered financial decisions in each area of your life!
Scan Code to book your session now
