Magnum Finvest Services

Magnum Finvest Services

Financial Services

Kolkata, West Bengal 180 followers

Wellness Through Financial Planning : Click to book Free 30 mins Financial Planning Session ; https://bit.ly/3wTvIDC

About us

Holistic Financial Service Provider - Financial Advisory Financial Planning, Portfolio Management, Rebalance Strategy Mutual Funds, Insurance - Life & Health , Bonds, NCD, Will Planning

Website
https://www.magnumfinvest.in
Industry
Financial Services
Company size
2-10 employees
Headquarters
Kolkata, West Bengal
Type
Privately Held
Founded
2005

Locations

Employees at Magnum Finvest Services

Updates

  • You need to see this post 👇 https://lnkd.in/g3HaUDij

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    ❓ How to make your Income Tax 𝗭𝗘𝗥𝗢 under New Regime 😉 The new tax regime, revamped in this year's budget, has become the default option for many of us. With revised tax slabs and a standard deduction benefit, incomes up to ₹7.5 lakh are effectively tax-free Sounds great, right? But there’s a catch While the new regime simplifies things by cutting down on the paperwork, it also means giving up most of the deductions and exemptions we used to enjoy So, how do you still save on taxes? 💡Here are a few tips 💡 ▶️ 𝑬𝒎𝒑𝒍𝒐𝒚𝒆𝒓 𝑪𝒐𝒏𝒕𝒓𝒊𝒃𝒖𝒕𝒊𝒐𝒏𝒔 Your PF and NPS contributions remain powerful tools. While your contribution is taxable, your employer’s share isn’t, up to certain limits. This can significantly reduce your taxable income ▶️ 𝑯𝒐𝒎𝒆 𝑳𝒐𝒂𝒏 𝑰𝒏𝒕𝒆𝒓𝒆𝒔𝒕 𝑫𝒆𝒅𝒖𝒄𝒕𝒊𝒐𝒏 If you’ve let out a property, you can still deduct the interest on your home loan, which lowers your taxable rental income under both the old and new regimes ▶️ 𝑹𝒆𝒊𝒎𝒃𝒖𝒓𝒔𝒆𝒎𝒆𝒏𝒕𝒔 𝒂𝒏𝒅 𝑬𝒙𝒆𝒎𝒑𝒕𝒊𝒐𝒏𝒔 Keep those receipts! Expenses like fuel, travel, and internet are still tax-free if you provide the necessary proofs. It’s a simple way to keep your tax burden light ▶️ 𝑺𝒑𝒆𝒄𝒊𝒂𝒍𝒊𝒛𝒆𝒅 𝑻𝒂𝒙 𝑩𝒆𝒏𝒆𝒇𝒊𝒕𝒔 Don’t forget about specialized benefits like deductions for family pension, gratuity, and voluntary retirement. These can still be a significant help in reducing your tax liability While the new tax regime is more straightforward, it puts the responsibility of saving and investing squarely on your shoulders. If you thrive on flexibility and managing your finances, this regime could be for you But if you need a push to save and invest, the old regime may still be your best option Choosing the right tax regime is crucial — make sure it aligns with your financial habits and goals! A big thank you to Emirates India team for giving Magnum Finvest Services a chance to help their employees & busy corporates, understand these complex tax structures in an easy manner and create systems & processes so that, they can grow their wealth in the long run If you want to be part of this group, just drop us a message (𝑳𝑰𝑵𝑲 𝑰𝑵 𝑩𝑰𝑶) or just DM us Follow Sourabh Jain & Magnum Finvest Services for more such insightful posts #taxtips #financialplanning #newtaxregime #taxsaving #personalfinance #india

    • No alternative text description for this image
  • Learn more about this 👉 https://lnkd.in/gCF5mTQt

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    𝗛𝗼𝘄 𝘁𝗼 𝗴𝗲𝘁 𝗲𝘅𝘁𝗿𝗮 𝘀𝗮𝗹𝗮𝗿𝘆, 𝘄𝗵𝗶𝗹𝗲 𝘁𝗮𝗸𝗶𝗻𝗴 𝗰𝗮𝗿𝗲𝗲𝗿 𝗯𝗿𝗲𝗮𝗸𝘀 𝗱𝘂𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗺𝗮𝘁𝗲𝗿𝗻𝗶𝘁𝘆 𝗽𝗲𝗿𝗶𝗼𝗱? Ms. Sharma was stunned while hearing it for the first time — Magic? No, that's what a Financial Wellness Session can teach you She experienced a big financial blow when a large debt-ridden airline terminated several staff, including herself Fast forward to today — at the age of 29 only, my client Ms. Sharma paid off her whole debt and was able to multiply her returns Investing for women is not just about financial growth, it's about securing a future full of possibilities As women take on more responsibilities and financial independence, the need for smart investments becomes paramount However, a significant number of women still shy away from making investment decisions independently, relying on traditional saving methods like bank accounts or gold It's time to break these barriers and step into the world of investing to secure not only your future but also that of your loved ones Tips for Women Before Investing: ➡️ 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗚𝗼𝗮𝗹𝘀: Clearly describe your objectives to select investments aligned with each individual aim. ➡️ 𝗖𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘁𝗵𝗲 𝗧𝗲𝗻𝘂𝗿𝗲: Short-term for immediate returns, long-term for non-urgent goals ➡️ 𝗔𝗻𝗮𝗹𝘆𝘇𝗲 𝗥𝗶𝘀𝗸: Assess the risk involved, aligning it with your risk appetite ➡️ 𝗗𝗼𝗻'𝘁 𝗪𝗮𝗶𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 𝗧𝗶𝗺𝗲: The only investment time is now. The sooner you start, the greater the rewards P.S: Pic from “𝐖𝐨𝐦𝐞𝐧’𝐬 𝐟𝐫𝐨𝐦 𝐒𝐚𝐯𝐞𝐫𝐬 𝐭𝐨 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐫𝐬” — Session conducted in Bajaj Auto Ltd Pune Plant on Women’s Day Celebration #financialadvisor #financialplanning #womensday2024 #womanempowerment

    • Sourabh Jain - Magnum Finvest
  • You need to see this 👇🏻 https://lnkd.in/gW-CxwF5

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    ❓ 𝑯𝒐𝒘 𝒕𝒐 𝒃𝒖𝒊𝒍𝒅 𝒂 𝑩𝑰𝑮 𝒑𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝒆𝒗𝒆𝒏 𝒘𝒊𝒕𝒉 𝒂 𝒍𝒐𝒘 𝒔𝒂𝒍𝒂𝒓𝒚 👇🏻 𝗦𝗮𝗹𝗮𝗿𝘆 𝗟𝗲𝘃𝗲𝗹 𝟭: 𝗜𝗡𝗥 𝟮𝟱-𝟯𝟱𝗞 ▶️ With a salary of 25K and a 20% savings rate, we can invest 5000. With this amount, you may end up generating a corpus of 2.21 crore over 30 years at a 13% CAGR, which is not that difficult ▶️ Invest in Large-cap MF, give 80% allocation to these with the goal of wealth preservation ▶️ For Small or Mid-cap MF, set a 20% allocation with the purpose of increasing your wealth. These are more volatile, high-risk and high-reward investments 𝗦𝗮𝗹𝗮𝗿𝘆 𝗟𝗲𝘃𝗲𝗹 𝟮: 𝗜𝗡𝗥 𝟱𝟬-𝟳𝟱𝗞 ▶️ With a salary of 60k, assuming a 20% savings rate, the investable amount is INR 12000. With this amount, you might accumulate a corpus of 5.3 crore over 30 years at a 13% CAGR ▶️ In addition to the above points, focus should be placed on bulk investment in undervalued assets. Given your larger investment amount, you should seize the opportunity to invest in bulk when an undervalued asset becomes available ▶️ Focus on cash-flowing assets, such as dividend stocks/MFs, debt and real estate ▶️ Take more calculated risks and tailor your portfolio to grow with 60-70% on wealth preservation and 30-40% on growth 𝗦𝗮𝗹𝗮𝗿𝘆 𝗟𝗲𝘃𝗲𝗹 𝟯 : 𝗜𝗡𝗥 𝟭𝗟+ ▶️ With a salary of 1 lakh and a savings rate of 25%, the investable amount is 25,000. With this sum, you might accumulate a corpus of 17.5 crore over 30 years at a 15% CAGR, quite likely if you invest in strong assets ▶️ Retirement planning allocate roughly 25% of your portfolio to retirement, including safe assets solely for wealth preservation like large-cap MFs, bond investing, etc. ▶️ Diversify your wealth by investing roughly 20% of it globally and also by diversifying asset classes, including hard assets such as real estate and gold ****************************************************** These were some of my core advices, during the financial wellness session, conducted at Annalect India I would like to thank them for giving Magnum Finvest Services a chance to host such an interactive session Remember that it's not just about how much you earn, but also how much you save and invest Investing is incredibly personal Choose a style that meets your needs and adjust as your income and risk tolerance change. Building wealth is a journey, the sooner you begin, the better Want to build a portfolio from scratch? Book a meeting with me (𝑳𝑰𝑵𝑲 𝑰𝑵 𝑩𝑰𝑶) Follow Sourabh Jain & Magnum Finvest Services for more such insightful posts P.S.: I help people achieve financial independence and unlock their true financial potential. DM “𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙒𝙚𝙡𝙡𝙣𝙚𝙨𝙨” to schedule a free discovery call with me #personalfinance, #financialplanning #retirementplanning

    • No alternative text description for this image
  • Learn more about this 👉🏻 https://lnkd.in/gZvnt_Zn

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    Do 𝐘𝐎𝐔 know what it takes to make that next 𝐂𝐑𝐎𝐑𝐄? — 𝗠𝗢𝗡𝗘𝗬 𝗠𝗜𝗡𝗗𝗦𝗘𝗧 🧠 Skeptical❓Confused❓ — Well, so was Mrs Sampa from the audience, an employee of Dabur India Limited, where we were conducting our interactive and educative #financialwellness session. We all have seen the famous TV Quiz show — Kaun Banega Crorepati. ❓Do you wonder why those people who hit the jackpot on game shows and lotteries, only to lose it all within two years? ☑️ It's not about lack of education or literacy, it's about lacking a proper financial plan and falling into the attraction of the luxury world. ❓But why does it matter? — Because having a positive attitude towards money is the first step toward 𝗪𝗲𝗮𝗹𝘁𝗵 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻. Ever heard of the saying, "𝑰𝒇 𝒚𝒐𝒖 𝒕𝒓𝒖𝒍𝒚 𝒅𝒆𝒔𝒊𝒓𝒆 𝒔𝒐𝒎𝒆𝒕𝒉𝒊𝒏𝒈 𝒇𝒓𝒐𝒎 𝒕𝒉𝒆 𝒉𝒆𝒂𝒓𝒕, 𝒕𝒉𝒆 𝒖𝒏𝒊𝒗𝒆𝒓𝒔𝒆 𝒄𝒐𝒏𝒔𝒑𝒊𝒓𝒆𝒔 𝒕𝒐 𝒎𝒂𝒌𝒆 𝒊𝒕 𝒉𝒂𝒑𝒑𝒆𝒏” — Well, it's more than just words, it's a mantra for building your wealth 💰 Let me share a little secret with you: "𝐓𝐡𝐞 𝐒𝐞𝐜𝐫𝐞𝐭" — by Rhonda Byrne 📖 This book, based on the law of attraction, showcases the 𝙥𝙤𝙬𝙚𝙧 𝙤𝙛 𝙩𝙝𝙚 𝙨𝙪𝙗𝙘𝙤𝙣𝙨𝙘𝙞𝙤𝙪𝙨 𝙢𝙞𝙣𝙙 in changing your life. THAT’S ALL YOU NEED! — A SHIFT IN MINDSET -------------------------------------------- A few days, after our financial session, Mrs. Sampa, not only did read the book, but also became a part of our Magnum Finvest Services's financial planning journey. At 36, we kick-started a SIP in an ELSS tax-saving fund for her. Her positive experience led to a referral – entry of Mr Debanjan, a 45-year-old professional with limited investments. We didn't just stop at a SIP for Mr Debanjan, an employee of one of the biggest plywood company. We ensured a diversified portfolio, introduced a health policy and set the stage for his robust financial future. 💡 What are your thoughts on imbibing the positivity of Energy Consciousness? #financialadvisor #employee #hr #hrcommunity #employeewellness

    • Saurabh Jain - Magnum Finvest
  • Learn more about this 👉 https://lnkd.in/gie73_yD

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    “𝙎𝙖𝙗 𝙗𝙤𝙡𝙤 . . . 𝘼𝙖𝙡 𝙄𝙯𝙯 𝙒𝙚𝙡𝙡” We all must have seen the Blockbuster Movie “𝟑 𝐈𝐝𝐢𝐨𝐭𝐬” … maybe grooved to its music ~ “𝘻𝘰𝘰𝘣𝘪 𝘥𝘰𝘰𝘣𝘪” also. It’s a super eye-opener for life, by this dialogue “𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗞𝗲 𝗣𝗲𝗲𝗰𝗵𝗲 𝗠𝗮𝘁 𝗕𝗵𝗮𝗮𝗴𝗼, 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 𝗞𝗮 𝗣𝗲𝗲𝗰𝗵𝗮 𝗞𝗮𝗿𝗼, 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗝𝗵𝗮𝗸 𝗠𝗮𝗮𝗿𝗸𝗲 𝗧𝘂𝗺𝗵𝗮𝗿𝗲 𝗣𝗲𝗲𝗰𝗵𝗲 𝗔𝘆𝗲𝗴𝗶” Maybe the same is true for a successful financially secure life … as said by the movie “𝐎𝐧𝐞 𝐈𝐝𝐢𝐨𝐭” Yes, my friend, you read that right, there is a movie called “𝐎𝐧𝐞 𝐈𝐝𝐢𝐨𝐭” made by the IDFC Foundation, which is a brilliant take on financial education and it's a game-changer. And here are some “𝘥𝘪𝘢𝘭𝘰𝘨𝘶𝘦𝘴” from the movie, you must remember by heart 💲𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐰𝐞𝐥𝐥𝐧𝐞𝐬𝐬 𝐢𝐬 𝐞𝐬𝐬𝐞𝐧𝐭𝐢𝐚𝐥 𝐚𝐧𝐝 𝐜𝐚𝐧 𝐛𝐞 𝐚𝐜𝐡𝐢𝐞𝐯𝐞𝐝 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐜𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭 𝐞𝐟𝐟𝐨𝐫𝐭 𝐚𝐧𝐝 𝐜𝐨𝐦𝐦𝐢𝐭𝐦𝐞𝐧𝐭. 💲 𝐈𝐭'𝐬 𝐧𝐞𝐯𝐞𝐫 𝐭𝐨𝐨 𝐞𝐚𝐫𝐥𝐲 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐦𝐨𝐧𝐞𝐲 𝐚𝐧𝐝 𝐧𝐞𝐯𝐞𝐫 𝐭𝐨𝐨 𝐥𝐚𝐭𝐞 𝐭𝐨 𝐬𝐭𝐨𝐩 𝐭𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐦𝐨𝐧𝐞𝐲. 💲 𝐒𝐭𝐚𝐫𝐭 𝐚𝐬 𝐞𝐚𝐫𝐥𝐲 𝐚𝐬 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞 𝐚𝐧𝐝 𝐛𝐞 𝐚 “𝐛𝐚𝐫𝐠𝐚𝐢𝐧 𝐡𝐮𝐧𝐭𝐞𝐫” 𝐟𝐨𝐫 𝐥𝐢𝐟𝐞. 💲 𝐃𝐨𝐧'𝐭 𝐛𝐞 𝐢𝐦𝐩𝐮𝐥𝐬𝐢𝐯𝐞 𝐢𝐧 𝐲𝐨𝐮𝐫 𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞𝐬, 𝐨𝐧𝐥𝐲 𝐛𝐮𝐲 𝐭𝐡𝐢𝐧𝐠𝐬 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮 𝐝𝐨 𝐧𝐞𝐞𝐝. 💲 𝐌𝐨𝐧𝐞𝐲 𝐬𝐚𝐯𝐞𝐝 𝐢𝐬 𝐚𝐥𝐬𝐨 𝐦𝐨𝐧𝐞𝐲 𝐞𝐚𝐫𝐧𝐞𝐝. 💲 𝐁𝐮𝐲 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 𝐚𝐬 𝐲𝐨𝐮 𝐰𝐨𝐮𝐥𝐝 𝐛𝐮𝐲 𝐠𝐫𝐨𝐜𝐞𝐫𝐢𝐞𝐬, 𝐧𝐨𝐭 𝐩𝐞𝐫𝐟𝐮𝐦𝐞𝐬! 💲 𝐓𝐡𝐞 𝐞𝐚𝐫𝐥𝐢𝐞𝐫 𝐭𝐡𝐞 𝐛𝐞𝐭𝐭𝐞𝐫, 𝐭𝐡𝐞 𝐥𝐨𝐧𝐠𝐞𝐫 𝐭𝐡𝐞 𝐛𝐞𝐭𝐭𝐞𝐫. Our wellness session at Sodexo in collab with Magnum Finvest Services, also felt like an engaging and delightful movie, which delivered a blockbuster form of financial education. So I conclude this by quoting my guru — Warren Buffet ji 🙏🏻 : “𝗔𝗻 𝗶𝗱𝗶𝗼𝘁 𝘄𝗶𝘁𝗵 𝗮 𝗽𝗹𝗮𝗻 𝗰𝗮𝗻 𝗯𝗲𝗮𝘁 𝗮 𝗴𝗲𝗻𝗶𝘂𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗮 𝗽𝗹𝗮𝗻” #financialplanning #financialadvisor #corporatetrainer #financialeducation

    • Post No. 15 - Saurabh Jain - Magnum Finvest - 18 Jan 2024
  • Experience this 👉 https://lnkd.in/ghV2GJy4

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    “𝗢𝗻𝗲, 𝗧𝘄𝗼....𝗮𝗻𝗱 𝗧𝗵𝗿𝗲𝗲” and the room exploded. The vibe was electric and our plan was working like magic. The employees were now ready to engage with us, and our session took off in a much lighter and enjoyable way. . . You must be wondering what exactly is happening, let me take you back to the beginning, well it all started when I prepared to lead a two-day course on financial wellness at KOHLER India's Gujarat Plant. The environment seemed bizarre and the employees, initially distant, watched us with little interest. But here's the twist - we had a secret weapon, our '𝑷𝒐𝒘𝒆𝒓 𝑴𝒐𝒗𝒆’. It's a warm-up for our session, aiming to break the ice, instil excitement, and create a sense of solidarity. So I urged the audience to stand straight, roll back their shoulders, and then, on the count of three, shout at the top of their lungs, execute a simple motion, and give a high-five to ten persons in the room of their choice. The rest was amazing. The true goal of our Power Move is to break up the monotony of the practice and make it more entertaining. It's all about instilling that 'Josh' or enthusiasm and it's been a driving force behind the success of our workshops. In fact, many employees signed up with us after the first day, and the second day was even more exciting as they were looking forward to meeting us. Our Power Move set the stage for open and frank discussions about their financial budgets, needs, and goals. This learning showed me that no session is complete until it is interesting and allows participants to talk, select, and express themselves. The accomplishment of the Power Move determines the success of our whole session. It's all about instilling that 'Josh,' or enthusiasm, and it's been a driving force behind the success of our workshops. So, are you ready to infuse some 'Josh' into your financial life? Let's break the monotony and make financial wellness an enjoyable journey. If you want to learn more and how it can transform your financial sessions, let's connect! #financialplanning #financialadvisor #corporate #financialwellness

    • Saurabh Jain - Magnum Finvest - Financial Advisor
  • Learn more about this 👉 https://lnkd.in/gdfmz9bm

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    Thank you Grant Thornton INDUS It was an absolute honour, to be present at the session on "Financial Freedom and Future Planning" - exchanging ideas, insights and financial empowerment strategies This will not only provide valuable guidance to help the women colleagues but also build a financially strong future with long-term goals #finance #financialadvisor #financialplanning #hr #women

    • Sourabh Jain - Magnum Finvest
  • Learn more about this 👉🏻 https://lnkd.in/gYie4-bh

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    ❓𝙃𝙤𝙬 𝙢𝙪𝙘𝙝 𝙙𝙤 𝙮𝙤𝙪 𝙡𝙤𝙫𝙚 𝙢𝙤𝙣𝙚𝙮? ❤️ — My question was simple, but there was pin drop silence in the room, followed by smiles across everyone’s face — Before you give any answer, let me provide you one 👇🏻 ➡️ Approximately ₹18,830 crore rupees are lying unclaimed in Indian #banks as of 2020, due to lack of financial planning ➡️ 50% of #Indians save only 0 to 20% of their earnings ➡️ Financial literacy rates vary across Indian states, with Maharashtra at 17%, Delhi at 32% and West Bengal at 21% ➡️ Literacy rate in India is 80% but the financial literacy rate is only 24% ➡️ 72% of Indians are unaware of how much to put aside or invest for financial freedom ➡️ 76% believe there's a need for more education in financial planning ➡️ 51% of millennials feel their level of personal finance knowledge is holding them back — Again there was pin drop silence in the room But now nobody was smiling, they were rather shocked! Maybe I am not good at Algebra, Trigonometry or Calculus — but I am best at this LIFE SKILL called #FinancialKnowledge! **************************************************************************** I would like to thank Merative for giving Magnum Finvest Services such a wonderful chance to host an interactive session and certainly improving India’s #FinancialLiteracy stats, one step at a time Follow Sourabh Jain and Magnum Finvest Services for more such insightful posts on #personalfinance, #financialplanning and #retirementplanning P.S.: I help people achieve financial independence and unlock their true financial potential. DM “𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙒𝙚𝙡𝙡𝙣𝙚𝙨𝙨” to schedule a free discovery call with me.

    • Sourabh Jain - Magnum Finvest
  • Learn more about this 👉 https://lnkd.in/gZvnt_Zn

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    Do 𝐘𝐎𝐔 know what it takes to make that next 𝐂𝐑𝐎𝐑𝐄? — 𝗠𝗢𝗡𝗘𝗬 𝗠𝗜𝗡𝗗𝗦𝗘𝗧 🧠 Skeptical❓Confused❓ — Well, so was Mrs Sampa from the audience, an employee of Dabur India Limited, where we were conducting our interactive and educative #financialwellness session. We all have seen the famous TV Quiz show — Kaun Banega Crorepati. ❓Do you wonder why those people who hit the jackpot on game shows and lotteries, only to lose it all within two years? ☑️ It's not about lack of education or literacy, it's about lacking a proper financial plan and falling into the attraction of the luxury world. ❓But why does it matter? — Because having a positive attitude towards money is the first step toward 𝗪𝗲𝗮𝗹𝘁𝗵 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻. Ever heard of the saying, "𝑰𝒇 𝒚𝒐𝒖 𝒕𝒓𝒖𝒍𝒚 𝒅𝒆𝒔𝒊𝒓𝒆 𝒔𝒐𝒎𝒆𝒕𝒉𝒊𝒏𝒈 𝒇𝒓𝒐𝒎 𝒕𝒉𝒆 𝒉𝒆𝒂𝒓𝒕, 𝒕𝒉𝒆 𝒖𝒏𝒊𝒗𝒆𝒓𝒔𝒆 𝒄𝒐𝒏𝒔𝒑𝒊𝒓𝒆𝒔 𝒕𝒐 𝒎𝒂𝒌𝒆 𝒊𝒕 𝒉𝒂𝒑𝒑𝒆𝒏” — Well, it's more than just words, it's a mantra for building your wealth 💰 Let me share a little secret with you: "𝐓𝐡𝐞 𝐒𝐞𝐜𝐫𝐞𝐭" — by Rhonda Byrne 📖 This book, based on the law of attraction, showcases the 𝙥𝙤𝙬𝙚𝙧 𝙤𝙛 𝙩𝙝𝙚 𝙨𝙪𝙗𝙘𝙤𝙣𝙨𝙘𝙞𝙤𝙪𝙨 𝙢𝙞𝙣𝙙 in changing your life. THAT’S ALL YOU NEED! — A SHIFT IN MINDSET -------------------------------------------- A few days, after our financial session, Mrs. Sampa, not only did read the book, but also became a part of our Magnum Finvest Services's financial planning journey. At 36, we kick-started a SIP in an ELSS tax-saving fund for her. Her positive experience led to a referral – entry of Mr Debanjan, a 45-year-old professional with limited investments. We didn't just stop at a SIP for Mr Debanjan, an employee of one of the biggest plywood company. We ensured a diversified portfolio, introduced a health policy and set the stage for his robust financial future. 💡 What are your thoughts on imbibing the positivity of Energy Consciousness? #financialadvisor #employee #hr #hrcommunity #employeewellness

    • Saurabh Jain - Magnum Finvest
  • Learn more about this 👉🏻 https://lnkd.in/gXVXSc-Q

    View profile for Sourabh Jain, graphic

    Financial Trainer For Corporate Employees | Tax Planner | Wealth Coach | Portfolio Services

    𝗟𝗶𝗳𝗲 𝗴𝗲𝘁𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗴𝗼𝗼𝗱, 𝘄𝗵𝗲𝗻. . . 1/ Your money earns more money 2/ You do not require much to enjoy a simple life 3/ You have control over your time How do YOU get there? — Create multiple revenue streams — Buy dividend-paying stocks wisely — Learn & Investigate about passive income sources These are some of my guru mantras, that I reciprocated while conducting #financialwellness session at the Sony India Patna Corporate office Creating passive incomes is tough — but not IMPOSSIBLE! Follow Sourabh Jain for more such insightful posts on #personalfinance, #financialplanning and #retirementplanning

    • Sourabh Jain - Magnum Finvest

Similar pages

Browse jobs