ISO 9001:2015 | 27001:2013 Certified
ISO 9001:2015 | 27001:2013 Certified
Whenever we have asked doctors – who guides them on financial matters, we get almost the same answers! Some of them are as below: I manage on my own I get tips from my colleagues or my patients I have my insurance agent as well as brokers My relative/father/brother or my C.A. helps me I […]
We organized a special webinar on ‘Managing Personal Finances for Social Entrepreneurs’ on 21st Aug 2021. The speaker of this webinar was our CEO, Chitra Iyer.
On the occasion of World Entrepreneur’s Day, we organized a highly insightful webinar on “How to protect your Family’s Finances from the uncertainties of your Business?” on 20th Aug 2021 We had some of the top-most Business Owners on our panel who explained the importance of keeping personal finance separate from your business.
The Reasons Why their Financial situation is Unique! Indian doctors are amongst the best in the world – in terms of knowledge, expertise and quality of treatments. They are the most intelligent and hard-working section of society. But this VERY quality of being knowledgeable and intelligent comes in the way when it comes to managing […]
We organized an exclusive webinar for Doctors on ‘Why Doctors should start Financial Planning early in life!’ on 13th August 2021. The speaker was the Head of our Doctor Practice and Financial Coach, Meena Shriram
On the occasion of Bone and Joint Day, we organized a webinar on ‘Personal Finances – Doing it the Right Way’. The speaker of the webinar was our Founder, Mr. Amar Pandit, who answered questions on Personal Finance from some of the top-most Orthopaedic Surgeons in the country.
We organized a webinar on ‘Why CAs, CFOs, and Bankers are opting to have a Personal Financial Coach’ on 30th July 2021. On the Panel were: – Mr. Krupal Kanakia – C.A., Director at Nexia International and Mentor at C.B.V. Associates LLP – Mr. Vishwas Joshi – CFO, International Media Acquisition Corp. USA & former […]
The doctor’s day just went by and on that occasion, we organized a beautiful session on ‘Mind Management Techniques for Mental Well-being’ with Mr. Girish Ajgaonkar – a Certified Breath and Meditation Instructor at the Art of Living Foundation. – 17th July 2021
On the occasion of Father’s day, we had a special session with a panel of such great fathers on 25th June 2021. Watch them share their financial journey with us and how they are giving money lessons to their children.
Managing Family Finances for Families with Special Needs Children – 19th June 2021