IWCP : Insurance & Wealth Creation Professionals’ Post

Here's a shorter version of the LinkedIn post: 🎉 Excited to share that I've completed all 24 modules of my AIFMB (Asian Institute of Family Managed Business) assignment! . This journey has been a game-changer in understanding family business strategies and growth. #AIFMB #FamilyBusiness #MilestoneAchieved

One constancy is life is change and my term as Chairperson has come to an end. It has been an eventful & exciting four years and the firm and I are stronger for it. During my term, we endured COVID, geopolitical turmoil and economic uncertainty. No doubt there will be more changes ahead. A massive 'Thank-you' for the continuous support of everyone in MHC. I am optimistic and energized by Spring and 'the long stretch' and to continuing my professional practice with my wonderful colleagues, clients and the global aviation/asset finance community. As the saying goes "Spring is far more than just changing of the season: its a rebirth of the spirit !" #mhc #aviationprofessionals #financialservices

Should you need to find out what your financial affairs look like, DM me for a consultation. Rather be in the know than be ignorant and say you will cross that bridge when you get to it. let's ensure your finances or even those of your employees are in check. If you are an employer - you may contact me to explore staff benefits. they have become the crucial part of your employees remuneration and financial well being. don't leave it in the hands of your employees because you may find yourself wanting when something happens to one of you employees.

Practical approach...

AIF & PMS Experts India & ET Markets announce the upcoming Online Conclave of AIF & PMS, a premier event bringing together industry leaders, experts, and enthusiasts to explore the latest trends and opportunities in the Alternate Investing and Portfolio Management Services. This event would not be possible without the invaluable support of our esteemed partners. Your collaboration and dedication have been instrumental in making this conclave a reality. Thank you for your unwavering commitment and partnership! Don’t miss out on this opportunity to gain insights, network with industry pioneers, and stay ahead in the dynamic world of AIF & PMS. Secure your spot today and be part of this transformative event. 📅 Event Date: 19th & 20th June 🕒 Time: 11 AM to 6:00 PM 🌐 Registration Link: https://lnkd.in/dTa_DM7R We look forward to your participation and to making this conclave a grand success together! #aifpms #aif #pms #etmarkets #conclave #etmarkets

Fundamental Analysis Course is a program specifically designed with MADE©-The ace strategy of IFMC & UDTS© -VSM for students and professionals who wish to specialize in the stock market. Fundamental analysis is a process of measuring business financial health. The course will enable you to determine the financial position of the company. Moreover, it provides complete insight into the company’s financial. ......................... Visit our website for more details: 👉🔗https://bit.ly/3yu97Tm . . . #made #udts #vsm #ifmc #ifmcinstitute #manishtaneja #manish_taneja_ifmc #market #stockmarketclasses #stockmarket #fundamentalanalysis #certification 

I'm excited to share that I've recently completed the certification test conducted by the National Institute of Securities Markets (NISM), an initiative by the Securities and Exchange Board of India (SEBI). This rigorous program has been instrumental in deepening my understanding of the financial markets, enhancing my ability to provide expert guidance tailored to your unique investment goals. As an NISM-certified professional, I bring a comprehensive skill set that includes: 1. *Expert Financial Advice*: I can now offer more precise and personalized financial strategies that align with your investment goals and risk appetite. 2. *Portfolio Management*: I'm equipped to create and manage a diversified investment portfolio that aims to maximize returns while minimizing risks. 3. *Market Analysis*: My enhanced skills in market analysis enable me to identify lucrative opportunities and emerging trends to keep your investments ahead of the curve. 4. *Compliance and Regulation*: I ensure that all investment activities comply with the latest financial regulations, safeguarding your interests and maintaining the highest standards of professionalism. 5. *Risk Assessment*: I'm trained to evaluate and manage investment risks effectively, helping you navigate market volatility with confidence. 6. *Education and Training*: I believe in empowering you with the knowledge you need to make informed decisions about your financial future. 7. *Investment Planning*: I can help develop comprehensive investment plans that are tailored to your long-term financial objectives. 8. *Tax Efficiency*: I can advise on strategies to optimize your returns and minimize your tax liabilities, ensuring that your investments are as efficient as possible. 9. *Ethical Practices*: Upholding high ethical standards is a priority for me, and I always put your interests first in every decision. 10. *Conflict Resolution*: I am committed to maintaining smooth and trustworthy relationships with my clients, ensuring that any issues are resolved quickly and effectively. Let's collaborate to secure your financial future with expertise, precision, and a commitment to your success. #Investment #FinancialPlanning #NISM #PortfolioManagement #RiskManagement #TaxEfficiency #ClientSuccess #NISMCertificate

“Members in our ready-made portfolios enjoyed healthy returns for the 2023/24 financial year, ranging from 7.8% for the MLC Conservative Balanced option; a strong 12.2% return for the MLC High Growth option; and an impressive 16.1% return for the MLC Aggressive option.”   Jason Marler General Manager Workplace Solutions highlights the performance of MLC’s ready-made portfolios for the financial year ending 30 June 2024.   Explore our Ready-made portfolios and see how they have performed for the recent September quarter: https://lnkd.in/gz6KFFr2 Past performance is not an indicator of future performance. Products issued by NULIS Nominees (Australia) Ltd. Visit mlc.com.au for PDS & TMD. Consider if it’s right for you.

Do you wonder how the CAS RBC can help you reach your goals in responsible business practices? Have a look at the testimonials of our esteemed alumni! Secure your spot today and apply online to the CAS RBC 2025! #RBC #BizHumanRights #Sustainability #ESG #CSDDD

After a successful 2024 edition, 𝘁𝗵𝗲 𝗜𝗙𝗠 𝗧𝗼𝘂𝗿 𝗶𝘀 𝗯𝗮𝗰𝗸 with another iteration 🚀 #IFM25 will be the biggest and most transformative to date, with hundreds of professionals coming together to discuss and shape the future of FM at one of the industry’s top events. 𝗜𝗙𝗠 𝗦𝘂𝗺𝗺𝗶𝘁 𝗟𝗼𝗻𝗱𝗼𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝗻𝗼𝘄 𝗼𝗽𝗲𝗻 𝗮𝗻𝗱 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗳𝗿𝗲𝗲 𝘂𝗻𝘁𝗶𝗹 𝘁𝗵𝗲 𝗲𝗻𝗱 𝗼𝗳 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿. Register here 👉 https://lnkd.in/dEGixGZ3 #IFM25Tour #ifm #insidefm #insidefacilitiesmanagement #fm #facilitiesmanagement #facilitymanagement