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"Investment Planning & Tax Planning" Workshop by Investza Capital

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"Investment Planning & Tax Planning" Workshop by Investza Capital


Agenda:
1) How to CREATE wealth to beat inflation2) How to PROTECT your wealth with a term plan & Mediclaim3) Plan to TRANSFER your wealth to the people you want in the future4) SAVE taxes - Practical Tips and Tricks

About the speaker : Mr.Abhishek Mehta, CA, CFA
Founder & Chief Strategist
You can reach Email Id - QWJoaXNoZWsgfCBpbnZlc3R6YSAhIGlu
Enriched Experience in Wealth Management Industry: 5+ years and managing wealth of 50+ crores and above.

About the company:
Investza Capital - Investza helps people to better manage, protect, and grow their wealth through smarter technology with efficient way of tax planning and tax filing. Also, the service offers a globally diversified portfolio of mutual funds, designed to provide you with the best possible expected returns for retirement planning, building wealth, and other savings goals. Investza helps people to achieve a smarter financial future with minimal effort and at a fraction of the cost of traditional financial services 
Investza capital operates PAN India, managing 400+ Families & Managing Wealth of 50 crores and above.



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Map 91 Spring Board, 5th Floor, Aakruti Trade Center,, MIDC, Road Number 7, Mumbai, India
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