In today’s fast-paced world, managing finances effectively is crucial for achieving financial independence. This program provides valuable insights into diversifying investments, understanding market trends, and optimizing tax-saving opportunities to build a robust financial future. The Wealth Compass is a transformative three days Faculty Development Program (FDP) designed to provide participants with in-depth financial knowledge and wealth-building strategies. This expert-led session, conducted by Mr. Sanjay Tindwani, a specialist in wealth management, focuses on equipping individuals with the skills and insights needed to achieve financial stability and long-term growth. The program delves into key areas such as investment strategies, tax implications, financial planning, risk management, and wealth accumulation techniques. Faculties will learn how to make informed financial decisions, maximize investment returns, minimize risks, and create a structured plan for long-term wealth creation.

Through this session, attendees will develop the ability to manage money wisely, set achievable financial goals, and implement practical strategies for wealth creation. With expert guidance, real-world case studies, and interactive discussions, Faculties will leave with a solid foundation in financial planning and investment management.

Day 1: The session will introduce participants to the fundamentals of investments, covering concepts like risk and return, asset classes, compounding, inflation impact, and diversification. This foundational discussion will help faculty develop a strong understanding of how investments work and their importance in wealth creation.

Day 2: The focus will be on exploring various investment avenues, categorized based on time horizon, liquidity, return potential, risk exposure, and tax implications. The discussion will include traditional options like fixed deposits, provident funds, NPS, insurance and gold, as well as market-linked instruments such as stocks, mutual funds, debt based instruments, ETF’s and alternative investments.

Day 3: The concluding session will cover financial planning strategies, integrating goal-based investing with tax-efficient investment decisions. Participants will gain insights into tax-saving instruments, retirement planning, and estate planning, ensuring a holistic approach to managing wealth and securing financial well-being.