You've Started Earning. Now What Should You Actually Do With Your Money?

Personal Finance for Working Professionals — From Salary to Strategy

A small, practical conversation on managing your money, investments and financial goals.

You earn. You save. You invest.

But are you actually clear about where your money should go, how much you should invest, what risks you are taking, and whether your current financial decisions are aligned with your goals?

This is a practical, discussion-based session for working professionals who want to get more clarity around their personal finances — without complicated jargon or a sales presentation.

What we will discuss

• How to structure your salary and monthly cash flow
• How much should ideally go towards savings and investments
• Building an emergency fund and managing insurance
• SIPs, mutual funds, equities, debt and other investment options
• How to think about risk before investing
• Short-term vs long-term financial goals
• Common mistakes working professionals make with their money
• How to review whether your existing investments actually make sense for your goals
• Open discussion around individual financial situations and questions

Who is this for?

This session is open to working professionals across industries and experience levels.

It may be particularly useful if you:

• Have recently started earning
• Have been working for a few years but haven't structured your finances properly
• Already invest but are unsure whether your portfolio is aligned with your goals
• Have questions about SIPs, mutual funds, equity, debt, insurance or taxation
• Simply want a second perspective on how to organise your finances

Format

This is intentionally kept as a small-group interaction rather than a large webinar.

We want participants to be able to ask questions, discuss real situations and have an open conversation.

Date: Saturday, 19 September 2026
Time: 2:00 PM – 4:00 PM
Location: Mumbai / BKC

The session is planned around a café setting such as Starbucks in BKC.

Important: Depending on the final number of confirmed participants, we may conduct the session virtually instead of physically. The final format and joining/venue details will be shared with confirmed participants by email one day before the event.

Is this a sales session?

No.

The objective of the session is financial education and discussion. There will be no obligation to purchase any product or take any service.

Limited participation

Since this is intended to remain interactive, participation will be limited.

Please register only if you genuinely intend to attend.

Registered participants will receive a confirmation call/message before the event so that we can keep the group relevant and manageable.

Come with your questions. Leave with greater clarity.

This session is for educational and informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any financial product. Investments are subject to market risks. Participants should make investment decisions based on their individual circumstances and, where appropriate, seek professional advice.