Retire Rich - Plan clearly. Retire comfortably.

Countdown for the Session

Live on Zoom · 12:00–2:00 PM IST

Why This Matters

Three clear wins in 2 hours.

Know your FI number

The exact amount you need for retirement, not a guess.

Inflation‑adjusted, simple to compute
Takes 2 minutes with our calculator

Invest with Plan

Know if SIPs are enough and when to add lump sum.

Asset mix you can follow
Clear next steps-no jargon

Safe withdrawal range

Turn savings into income that can last decades.

How much to withdraw yearly.
What to do in bad years

Who is this for?

A simple, practical session. See if you’re the right fit.

Perfect for

Salaried professionals
Young families
First‑time investors
Anyone confused by SIPs, insurance, or asset mix

You’ll leave with clear numbers and a next‑month plan.

Not for

Day traders
Get‑rich‑quick seekers
Anyone expecting personal advice in‑session
Those who can’t attend live (recording not available)

This is an educational session-not individual advice.

Speaker

Nehal Mota

Co‑Founder & Director, Finnovate - SEBI‑Registered Investment Advisor

Over two decades across financial services. Shortlisted among 40 Women Entrepreneurs by Goldman Sachs & NSRCELL IIM Bangalore (10K Women). Led 500+ workshops & webinars, and helped 35,000+ people manage and grow their money.

20+ years 500+ sessions 35,000+ people

What You’ll Learn

The mistakes that quietly drain your wealth - and how to sidestep them.

The real meaning of financial freedom (hint: it’s not just “no loans”).

A simple wealth formula that can turn savings into crores.

How compounding works in real life - with numbers that will surprise you.

The 6 money pillars that separate the wealthy from the worried.

Agenda (2 Hours)

Welcome & Why This Matters at 40 8 min

Set the plan for the session. Why starting now-especially near 40-changes your end number.

The Costly Money Mistakes Most People Make 14 min

Common traps with loans, insurance, and ad‑hoc investing-and quick fixes.

What True Financial Freedom Looks Like 12 min

Define “enough” with a simple monthly‑cost method and a safety margin.

The Wealth Formula: Goals, Savings & Allocation 22 min

Set goals, pick your savings rate, and map it to equity/debt/gold-step by step.

Returns & Asset Allocation 18 min

Realistic return ranges. How to mix assets for stability and growth across cycles.

Compounding Magic: How Time Builds Crores 14 min

Small monthly amounts × time = big outcomes. Clear tables you can copy.

The Six Pillars of Financial Fitness 18 min

Cash flow, emergency fund, insurance, debt, investing, and a simple review routine.

Takeaways, Action Plan & Q&A 14 min

Your 7‑day action plan, downloads, and live Q&A.

How It Works

Right after the webinar

Fresh reactions from the last session

These lines are pulled straight from the Zoom chat while we were closing the deck.

• 4.8/5 average rating for clarity and pacing.

• Most attendees wrap up with a concrete action plan.

Screenshot collage of attendee feedback captured right after the webinar

Testimonials

What attendees say

“Clear, structured, and practical. I moved out of two poor funds and set a plan I can actually follow.”

SD Sneha D.Mumbai

Verified attendee

“Finally saw my number. The calculator made it click.”

ASAnkit S.Pune

“No jargon, very clear steps. Now I know what to do each month.”

PMPriya M.Bengaluru

“The 6 pillars gave me a simple checklist I can follow.”

RKRaghav K.Hyderabad

“Seeing compounding with real numbers was eye-opening.”

ATArjun T.Chennai

“Helpful, practical. Worth the ₹299.”

MPMeera P.Delhi

“The withdrawal rules were the highlight for me.”

KJKaran J.Gurgaon

FAQs

Short, clear answers to the most common questions.

Is this beginner‑friendly?

Yes. We keep the pace at a moderate level with simple English and plain numbers—no advanced topics or jargon.

Will I get a recording?

No. Please plan to attend live. Recording is not available.

How do I pay?

Payments are processed via Cashfree. You can pay by UPI, cards, and netbanking. After payment, you’ll be redirected to our Thank‑You page.

Is my payment secure?

Yes. Cashfree is PCI‑DSS compliant and follows strong security practices for online payments.

I paid but didn’t get a seat confirmation. What now?

If money is deducted but the order fails, the gateway automatically starts a refund. Depending on your bank and method, it may take up to 5–10 working days to reflect.

When and how do I get the Zoom link?

The join link is emailed within a few minutes after successful payment (and shown on the Thank‑You page). Check your Promotions/Spam if you don’t see it. Save the link.

Can I join without installing Zoom?

Yes, on desktop you can join from your browser using Zoom’s Web App. On mobile, you’ll need the Zoom app.

Can I get a refund if I can’t attend?

Seats are non‑refundable. If the session is cancelled from our side or a payment failure occurs, we’ll process a refund via the gateway as per bank timelines.

Will you give personal advice?

No. This is an educational session, not individual investment advice. For personal guidance, we recommend consulting a SEBI-registered Investment Adviser - you can book a consultation with us or with any other SEBI-RIA of your choice.

Language?

English.

Invoice / GST details?

We can share an invoice. If you need your GST details on it, email hello@finnovate.in after you register with the details you want shown.

Any prep before the session?

Optional but helpful: your monthly spend, existing investments/savings, and any SIP amounts. A pen and calculator help too.

Give your future 2 hours today.

Reserve My Seat

After payment you’ll be redirected to our Thank-You page.