In a time of market volatility and evolving life priorities, both insurance and wealth management are pillars of long-term financial security. This power-packed webinar is designed to help individuals, families, and business owners make informed financial decisions by understanding how to balance risk protection with wealth accumulation.
Whether you're just starting your financial journey or optimizing your portfolio, this session provides you with expert strategies to protect, grow, and transfer wealth efficiently.
Why insurance is a key part of wealth management
Understanding financial risk, liabilities, and asset protection
Difference between term insurance, health insurance, and investment-linked policies
Life Insurance: Term plans, ULIPs, whole life policies
Health Insurance: Individual vs family floater, critical illness cover
Disability Insurance: Income protection planning
Home/Auto Insurance: Asset protection
Choosing the right coverage and provider
Mutual Funds vs Stocks vs Bonds vs Real Estate
SIPs (Systematic Investment Plans) and compounding strategies
Diversification and risk management
Passive income through dividend investing or REITs
Section 80C, 80D, 10(10D), and other exemptions
How insurance can help you reduce your tax burden legally
Investing through ELSS, PPF, and NPS
Real-time case studies and financial modeling
Portfolio balancing and asset allocation
Family wealth transfer and succession planning
Offshore
investment and legal frameworks
Private banking vs independent advisors
How to calculate retirement corpus
Pension plans, annuities, and systematic withdrawal
Making a will, creating trusts, and asset nomination
Power of attorney and estate tax minimization
Newly married couple with kids
Working professional in early 30s
Senior citizen preparing for retirement
HNI with multiple income streams and liabilities
Under-insurance or
over-insurance
Relying on only savings accounts or FDs
Falling for high-commission products without understanding
Not aligning investment goals with life goals
Qualities to look for in a wealth manager
Robo-advisors vs human advisors
Transparent fee structures and performance tracking
Certifications: CFP, CFA, AMFI-registered, IRDAI licensing
Impact of inflation and interest rates on financial planning
New-age investment tools: ETFs, crypto-insurance, ESG funds
Digital insurance platforms and fintech apps
Economic trends and
future-proofing your finances
Young professionals & salaried employees
Entrepreneurs & small business owners
Freelancers or gig economy workers
Families looking for education/retirement planning
Retirees looking for asset preservation
Anyone looking to grow their wealth while staying protected
Build a personalized insurance portfolio
Identify high-performing investment instruments
Learn how to use tax laws to your advantage
Understand how to balance risk and return
Get templates for financial goal planning
Make informed decisions about wealth transfers and retirement
Duration: 90 Minutes (75 min deep-dive + 15 min live Q&A)
Format: Live and Recorded Access
Level: Beginner to Intermediate
Language: English (Regional language sessions optional)
Participation Fee: Free / Premium (with extra resources)
🧾 Personal Finance Planning Template
📊 Tax Deduction & Investment Strategy Guide
💼 Insurance Needs Calculator
🧠 Financial Goals Mapping Worksheet
📜 Certificate of Completion
🎥 30-Day Replay Access
This webinar will be conducted by SEBI-certified financial planners, IRDAI-licensed insurance advisors, and chartered wealth managers, each with 10+ years of industry experience managing individual and institutional wealth.
Most people either ignore or misunderstand the financial tools available to them. This session will not only demystify insurance and investing but also help you craft a roadmap aligned with your personal goals—whether that’s buying a house, securing your family, retiring early, or growing passive income.
2025 is the year to get your finances in order—we’ll show you how.