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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
