top of page
Work Desk

Making Money Management Simple

cutouts-08.png

About the Course

Money management is no rocket science. We live with a lot of fear and tension about adequacy of our money. During our working life we worry, ‘Do I have enough money to fulfil my life commitments?’ During our retirement we worry, ‘Will my money last till end of my life?’

 

For living a financially secure life, it is important that you have clear picture of your income and expenditure in a readily usable format. We help you to develop your own Cash Flow Statment in an excel sheet to get a sense of security and confidence.

​

Course Content

​

  • Decoding the nuances of relation between Income, Consumption, Saving and Investment.

  • Making your own Cash Flow Statement in an excel sheet:

    • Tracking Income from all sources that includes regular salary or professional or business income + Investment income.

    • Tracking Expenditure that includes Current, Capital and Happiness Expenditure

  • Setting your life on virtuous spiral of prosperity and fulfilment by rebalancing Consumption, Saving and Investment.

"The session was very interesting and engaging. I loved her energy and method of presenting the relevant details Personal Finance. It has changed my approach towards handling my finances.           

Dr. Usha Parikh, Director, The Wedding School and SWAHA Experiential Management Co.

Mumbai.

bottom of page