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© 2018
An investor without investment objectives is like a traveler without a destination. ~Ralph Seger

Investor Awareness Program (IAP)

Dhanayoga conducts Investor Financial Awareness Program (IAP) to employees of Corporate, Educational and other organizations. The program information is as below:

Program Coverage

Speaker

Speaker Profile
  • Financial Goals
  • Time and Money
  • Investment Goals
  • Asset Allocation
  • Return vs. Risks
  • Portfolio Selection
  • Tax Optimization
  • Q&A / Feedback
        Duration: 1.5 to 2 hours
        Group Size: 15 - 30 attendees
Sethu V
​View Profile | Download
  • Financial Planner and Investment Adviser
  • Research Analyst (RA)
  • NISM and AMFI Registered
  • Alternative Investment Advisor (IP)
  • Professional Actuary (IP)
  • Licensed Adviser (Life & General Insurance)
  • Portfolio Adviser and Value Investor
  • Serial Entrepreneur and Business Owner
  • Certified Trainer and Facilitator
IP - Certification In-progress