Fundamental Mistakes in Wealth Creation
(and how to avoid them)

Investing is not about beating the markets. It should be about your life's goals: be it achieving safety for your family, a better life for your children, starting or expanding a business or creating wealth. Unfortunately, today, we are often preoccupied with the wrong priorities like increasing returns at all costs or finding the next best investment product.

Whether your goal is to grow your wealth or simply to preserve it, how wisely you invest your assets will play a significant role in the quality of life that you and your loved ones will lead. We are organizing a crisp talk covering the above topic. The talk would be of particular interest to NRIs as well as Residents.

Speaker: Naveen Julian Rego CFP^CM

Venue: Hotel Deepa Comforts, M.G. Road, Mangalore

Date & Time:  Friday, 2nd August, 2019 @ 6.15 p.m.

Entry would be complimentary but by prior registration only. Registrations would be restricted to first 50 members.

In case, you or your other colleagues are interested to attend, then please register by contacting assistant@naveenrego.com or call / WhatsApp us at  9741157582 / 9686694288

About the speaker

Naveen Julian Rego is a CERTIFIED FINANCIAL PLANNER^CM  from Financial Planning Standard Board of India, Certified Treasury Manager from ICFAI, Hyderabad, Bachelor in Chemical Engineering from NITK, Surathkal, M.A. in Economics from Pune University & MBA in Finance from Symbiosis Institute of Management Studies in Pune. Besides this, he is accomplished professional trainer (NISM certified) for many financial and educational institutions in India. Naveen is also the only SEBI Registered Investment Adviser (INA200004250) in the Mangalore region.

Naveen Julian Rego - CFP^CM
SEBI Registered Investment Adviser
First Floor, NJ Arcade, Ladyhill, Mangalore - 575006
www.naveenrego.com