The Art of Money Management workshop mainly focussed on What is Financial Planning and the need to do it to achieve Financial Freedom through a Scientific Process and approach towards Money and Life.

1. The Art of Money Management
WORKSHOP
Presented by – Mr. Niraj Nanal, CFP

2. Do you feel that you are not able to live a life you really want to live?
Do you think managing money has become a constant source of
confusion and stress?
Do you think money is not able to deliver you freedom to live a
life of your dreams?
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3. About the Workshop
• This workshop is designed to help you get control over
your Financial Life.
• The aim of the workshop is to help you get Clarity,
Direction & Confidence about your Personal Financial
Planning.
• The entire process includes Lot of class room activities,
story telling and Question Answer sessions.
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4. What will be covered in this
Workshop?
• Discovering your Hearts Core Goals
Identifying your life goals is a first step towards financial
freedom. This session will focus on helping you to discover
your profound goals by applying a powerful technique of
Financial Life Planning.

5. Covered in Workshop
• Common Money Mistakes to be avoided
After our experience of interacting with more than 1000
individuals, we found out a common pattern of people making
Financial mistakes. This session will focus on the specific
Financial Mistake to be avoided.
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6. Covered in Workshop
• Understanding the basics of Financial Planning
Personal Financial Planning is a Science as well an Art. This
session will cover different topics in Financial Planning like
Insurance Planning, Investment Planning, Tax Planning &
Estate Planning and Budgeting. In this session our certified
Financial Planner will give you lot of innovative concepts
which you can apply in your day-to-day life while managing
your finances.
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7. Covered in Workshop
• Who will be benefited:
Anyone who is interested to achieve their Life Goals and
manage their Finances Effectively.
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8. Trainer’s Profile
The founder of the firm is Mr. Niraj Nanal who is
a CERTIFIED FINANCIAL PLANNER & MBA Marketing from
Pune University. He has over 8 years experience in Financial
Planning, Training & Advising.
He began his career with Kotak Mahindra as a Sales
Manager where he was exposed to the financial world.
He always had an inclination for entrepreneurship and this
prompted him to foray into having his own firm "N R Financial consultants". This firm was
started in 2006 and in a short span of time made his mark in Financial Planning.
In the course of his work, he realized the immense potential of Financial Consultancy and
value based advice to clients rather than just selling financial products. This led to the
creation of a comprehensive financial planning system which gives an individual a holistic
picture about his Financial Goals and prepares a concrete action plan to achieve them.
Apart from guiding his client's achieve their goals & dreams he is also a professional trainer to
Financial Institutes & Financial professionals.
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9. Participants Feedback
“Session was a Simple way with examples to explain Complicated Financial things
Financially Successful Life is must so would want others to attend. We think it is
important to invest smartly as much to earn smartly.”
- Dr. Mr.Durgaprasad and Dr. Mrs. Seema Marathe
“3 immediate steps I would take after this seminar would be - 1. Decide Goals, 2.
Review Current Finances and 3. Plan and review Goals. Would recommend it to
others.”
- Mr. Manoj P Kadulkar (Software Professional)
"Crystal Clear vision about Beliefs and Planning. Will set short and long term
Financial Goals now."
- Dr. Mahesh Tanawade
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10. How to Book your Seat?
Mail us on info@nirajnanal.com
OR
Directly contact us on 020-25666349.
You can also visit www.nirajnanal.com for more updates.
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