Webinar - Managing Personal Finances as a project, leveraging AI for strategic success

 

Zoom Link : https://us02web.zoom.us/webinar/register/WN_rKMk-XFvR2esKKPODGnoQw#/registration 

Biography of speaker:

Meet Tanvi Goyal – a renowned Wealth Specialist, Influencer, and Speaker who’s on a mission to empower 1 million individuals by 2025 to take charge of their financial destiny and become the CFO of their families.

An MSc in Finance from the UK and a B. Com (Hons.) graduate from the prestigious Shree Ram College of Commerce, Delhi University. Tanvi has handled million-dollar accounts at top MNC banks like HSBC and Anand Rathi before launching her own venture, Wealth Aware – a wealth management and coaching firm based in New Delhi.

She’s been a trusted advisor to affluent couples, professionals, and industrialists, and is widely recognized for making finance fun and simple. Her work has been featured in Mint, India Today Group, Dainik Jagran, First Post, Money control, and many more leading medias.

A true crusader for financial literacy and women empowerment, she was invited by the United Nations Women Association to speak on the importance of financial planning for Indian women.

As she says, “Awareness is the first step towards achieving your W.E.A.L.T.H. potential!”

Come, join the Wealth Aware movement!

Social Media Links/Linkedin: “ https://www.instagram.com/wealthawaretanvi “

Linkedin: “ https://www.linkedin.com/in/tanvi-kejriwal-goyal “

Twitter: “ https://x.com/Tanvikgoyal “

Agenda:

Time Slot	Name of Speaker	Agenda
7:30 PM – 7:40 PM	Moderator	PMI-UAE Chapter Introduction of the Speaker
7:40 PM – 8:25 PM	Tanvi Goyal	Managing Personal Finances as a project, leveraging AI for strategic success
8:25 PM – 8:40 PM	Speaker/ Moderator	Q&A
8:40 PM -8:45 PM	Moderator	Closing Remarks

 

Brief overview of the Webinar: “Managing Personal Finances as a project, leveraging AI for strategic success.”

We will lay down the foundation for personal finance decision making by making concepts like inflation, asset allocation, market timing easier to understand. We will also teach participants to use AI to make financial calculations with ease.