Hexaview Hosted A Webinar for Employees on Financial Planning

We all want to have an extra wad of rupees in our accounts. Don't we? But how do we save more when there are expenses in line? Or how do we invest proactively? Or what role does PPF/EPF play? What financial aspect is important & what is not?

Hexaview wants everyone to have a better understanding of how to prioritize their finances better which would help them invest and plan for a better tomorrow. To answer all concerns of HVTians regarding financial decisions, Hexaview organized a webinar on August 11, 2020, in association with Financial Advisor, Kapil Khurana. The aim was to provide an unbiased view of what steps one should take to plan a better financial future.

Kapil Khurana, Managing Director at KAPIL Khurana Financial & Risk Solutions Pvt. Ltd., has got vast experience and exposure to the financial markets globally.

The session commenced with a brief introduction about what Financial Planning actually means. According to him, “Financial planning is nothing but wise and disciplined investing.” It helps people to take a look at a ‘big picture’ where they are currently, what they may need in the future, and what they must do to reach their short-term as well as long-term goals.

“Selecting financial instruments play the most important role in Financial Planning”, Kapil said. Following, he explained the most significant factors to consider while opting for the instruments in detail. He also described some of the instruments in brief and clarified the pros and cons of each. Later, Kapil discussed the steps for successful financial planning and implementation.

Later a Q&A session was conducted, in which the participants asked a number of questions regarding financial and goal planning.

Abhishek Talwar, CEO at Hexaview Technologies, expressed his sincere gratitude to the Financial Advisor, Kapil Khurana for delivering such a valuable session and requested another session where Kapil can provide detailed information on the types of instruments available in the government as well as the private sector and how to choose them on the basis of the term of the goal.

Hexaview Technologies Inc.
340 S Lemon Ave #8561, Walnut,
CA 91789, United States

Abhishek Talwar
CEO &Co-Founder
+1-(646)-403-4525

Hexaview (https://www.hexaviewtech.com/) operates chiefly in the United States, has more than decade-old B2B Fintech firm expertise in Wealth Management Reporting Solution and various other tools and services for Financial Advisors. To know more about Hexaview's flagship reporting offering visit https://www.reportwa.com/. For more and, regular updates follow us on https://www.linkedin.com/company/hexaview-technologies/