LIVE PERSONAL FINANCE WEBINAR
Learn How to Plan, Invest & Thrive with Industry Experts!
*Early Bird Offer - Excluding GST & Convenience Fees
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Webinar Date
11th May, 2024
Registered participants will receive free downloadable course material. Access to the webinar recording will be available to all participants.
Accelerate

KEY learning POINTS

MASTERCLASS WITH NILESH SHAH
NEED & IMPORTANCE OF INSURANCE
RETIREMENT PLANNING
ASSET ALLOCATION
PARAMETERS FOR STOCK PICKING
INVESTING IN GOLD
TOOLS & CALCULATORS
CASE STUDIES
Q&A WITH EXPERTS
Accelerate

WHAT IS CNBC-TV18 ACCELERATE: PERSONAL FINANCE HANDBOOK WITH SONIA SHENOY

  • A comprehensive guide to mastering your finances through a series of LIVE & curated webinars with Industry Experts
  • Designed & tailor-made for beginners as well individuals with financial knowledge
  • Learn all about personal finance, effective financial planning and wealth creation – from investing, retirement planning to curating the right portfolio as per your goals and more
  • Designed to help you navigate the complexities of personal finance with confidence & clarity; empowering you with the knowledge and strategies to accelerate your financial growth
Accelerate

WEBINAR AGENDA

sonia
Sonia Shenoy
Asst. Executive Editor & Key Market Anchor
9.00 AM - 9.10 AM
All About Money Management
  • Understand the complete blueprint of Personal Finance & its importance
gurmeet
Gurmeet Chadha
CIO & Managing Partner Complete Circle Wealth Solutions
9.10 AM - 9.40 AM
How to Identify the right stocks for your Portfolio
  • How to identify stocks to invest in your portfolio?
  • Top 10 things to look out for while identifying companies
  • Financial Filters and its usage
  • Striking a balance of valuations vs size of opportunity
  • Why is prudent capital allocation and free cash flow generating important?
  • Quantitative VS Qualitative analysis of a good business
  • Identifying Red flags and what not to do? How to read a balance sheet and financials as a layman.
  • When to exit a stock: Buy & Hold v/s Buy to Sell
  • Identifying future growth opportunities
9.40 AM - 9.50 AM Q&A
mohit
Mohit Gang
CEO & Co-Founder, Moneyfront
9.50 AM - 10.20 AM
How to select the best Mutual Funds?
  • Understanding risk profile and asset allocation
  • Different types of assets
  • Active VS passive funds- How to decide what to pick?
  • Fund selection
  • How to identify the right equity scheme?
  • How to create the right balance in your portfolio?
  • Selection filters while picking mutual funds
  • Mistakes to avoid. Where to look for data on performance - free online resources
10.20 AM - 10.30 AM Q&A
Harshvardhan Roongta
Certified Financial Planner & CEO, Roongta Securities
10.30 AM - 10.50 AM
Gold Investing in 2024
  • Gold as an important asset in your portfolio
  • Investing in the most popular instrument: Sovereign gold bonds: Do's and Dont's
10.50 AM - 11 AM Q&A
gurmeet
Gurmeet Chadha
CIO & Managing Partner Complete Circle Wealth Solutions
11 AM - 11.20 AM
Investing in Real Estate
  • Renting v/s Buying? Answering the Age Old Question
  • When should you buy a home? In your 20s or 30s?
  • How much of your income should be allocated to EMIs ?
  • Investing in Real Estate in Metros V/s Non Metros
  • Investing in Real Estate v/s Equities
  • Understanding taxation on Real Estate
  • If you have EMI, how can you use SIPs to your advantage?
11:20 AM - 11.30 AM Q&A
sonia
Sonia Shenoy
Asst. Executive Editor & Key Market Anchor
11.30 AM - 11.50 PM
How to Retire Early?
  • Retirement - The second step of financial planning
  • What is retirement planning, why do you need it?
  • How much money do you need to retire? How do you quantify your retirement corpus?
mohit
Mohit Gang
CEO & Co-Founder, Moneyfront
11.30 AM - 11.50 PM
How to Retire Early?
  • Introduction of retirement calculator along with audience participation
11:50 AM - 12 PM Q&A
nilesh
Nilesh Shah
MD, Kotak Mahindra AMC & Market Veteran
12.00 AM - 12.45 PM
Masterclass with Nilesh Shah & Q&A
  • What NOT to do with your finances – common mistakes to avoid in your financial journey!
  • Dedicated Q&A with the participants
nilesh
Harshvardhan Roongta
Certified Financial Planner & CEO, Roongta Securities
12.45 Am - 1.05 PM
All About Insurance and Future planning
  • Insurance as the first step of financial planning
  • Types of Insurance: Term,Health,Disability due to critical illness and Accident
  • How to decide how much insurance is needed?
  • How much cover does one need?
  • Succession planning,inheritance and wealth transfer
1.05 PM - 1.45 PM Detailed Q&A with the experts - Gurmeet Chadha, Harshvardhan Roongta, Mohit Gang along with Sonia Shenoy
Register Now
Accelerate

MEET THE EXPERTS

NILESH SHAH
MD, Kotak Mahindra AMC & Market Veteran
Gurmeet_Chadha
Gurmeet Chadha
CIO & Managing Partner Complete Circle Wealth Solutions
Harshvardhan_Roongta
Harshvardhan Roongta
Certified Financial Planner & CEO, Roongta Securities
Mohit_Gang
Mohit Gang
CEO & Co-Founder, Moneyfront
Accelerate

CURATED AND MODERATED BY:

Sonia Shenoy
Asst. Executive Editor & Key Market Anchor
Register Now
Accelerate

WHO IS IT FOR?

  • Individuals in their 20s, 30s & 40s
  • Recent graduates entering the workforce
  • Young Professionals & Salaried individuals
  • Entrepreneurs: Looking to launch their own venture & wishing to secure their future
  • Retail Investors: To gain a better understanding of their finances & plan their future
Accelerate

why attend?

EXPERT GUIDANCE
Benefit from the wisdom of seasoned financial experts who will provide invaluable insights and guidance.
PRACTICAL STRATEGIES
Acquire actionable strategies and techniques for effective financial planning, wealth creation, and investment management, ensuring that you are equipped with the tools needed to make informed financial decisions
TAILORED FOR MILLENNIALS & GEN Z
Designed with their unique needs and challenges in mind, CNBC-TV18 Accelerate offers targeted advice and solutions to help you navigate your financial journey with confidence and clarity.
At CNBC-TV18 Accelerate, our mission is straightforward: to empower the audience with the knowledge and skills they need to achieve financial success. We are committed to providing comprehensive guidance and practical strategies for effective financial planning and wealth creation across every aspect of personal finance. Through our webinar, we aim to demystify complex financial concepts, foster financial literacy, and inspire confidence in participants as they navigate their financial journey towards a prosperous future.
Accelerate

faqs

The ticket is priced at Rs. 3,000/- . Currently we are providing an early bird offer with the ticket priced at Rs. 1,500/- .

At CNBC-TV18 Accelerate, our mission is straightforward: to empower millennials with the knowledge and skills they need to achieve financial success. We are committed to providing comprehensive guidance and practical strategies for effective financial planning and wealth creation across every aspect of personal finance. Through our webinar, we aim to demystify complex financial concepts, foster financial literacy, and inspire confidence in millennials as they navigate their financial journey towards a prosperous future.

All registered participants will get a webinar joining link via email.

Yes. Session recordings will be available 7-10 days after the webinar end date and will be accessible to all registered participants for the next 6 months.

Yes, the tickets for the event are to be purchased. On registration, you will receive a payment and booking confirmation via email.

No, the ticket you purchase is only to be used by you. Multiple users cannot access the webinar from one ticket. The tickets are completely non-transferable, non-cancellable and non-refundable

No, the ticket you purchase is only to be used by you. Multiple users cannot access the webinar from one ticket.

The fee allows us to stream insightful talks by a curated list of speakers right to your screens. It enables us to put in all the background work necessary to ensure that you have an inspiring and meaningful experience.

No, unfortunately refunds will not be possible. However, you can access the event recordings available later also on this page at any time.