GOAL FIRST, INVEST RIGHT
A Webinar by Invsify's
SEBI Registered
Investement Advisor
A Webinar by Invsify's SEBI Registered Investement Advisor
A Webinar by Invsify's SEBI Registered Investement Advisor
A practical session with Invsify's in-house RIA on goal planning, investment strategy and building a portfolio around your life.
A practical session with Invsify's in-house RIA on goal planning, investment strategy and building a portfolio around your life.
A practical session with Invsify's in-house RIA on goal planning, investment strategy and building a portfolio around your life.
DATE/TIME
DATE/TIME
Saturday, 11 July 2026, 10:00AM
Saturday, 11 July 2026, 10:00AM
START IN
START IN
Webinar Registration
Webinar Registration
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may use this information to share updates regarding this webinar
as well as for future communications.
By clicking “Register”, you acknowledge that the
webinar organisermay use this information to share
updates regarding this webinar as well as for future
communications.
Meet your advisor
Meet your advisor
Mohana Pradeesh
Mohana Pradeesh
Senior Investment Advisor
Senior Investment Advisor
Senior Investment Advisor
About Advisor
Mohana Pradeesh believes successful investing is not about predicting markets but understanding opportunities, managing risks, and staying committed to a disciplined strategy.
His advisory philosophy combines fundamental research, economic insights, and personalized financial planning to help investors build wealth that aligns with their life goals. By focusing on long-term value creation rather than short-term market noise, he helps clients invest with clarity, conviction, and confidence.
Vision
To make personalized wealth management accessible, transparent, and aligned with the aspirations of modern Indian investors.
Mission
To help investors transform financial goals into structured investment journeys through research-backed advice, disciplined planning, and ongoing guidance.
What you will learn.
What you will learn.
What you will learn.
This masterclass is packed with actionable strategies, including.
This masterclass is packed with actionable strategies, including.
The five pillars of personal finance
Understand how income, expenses, savings, protection and investments work together to create financial structure.
The five pillars of personal finance
Understand how income, expenses, savings, protection and investments work together to create financial structure.
Goal planning before investing
Learn how to turn vague savings into clear life goals with an amount, timeline and monthly investment plan.
Goal planning before investing
Learn how to turn vague savings into clear life goals with an amount, timeline and monthly investment plan.
Goal planning before investing
Learn how to turn vague savings into clear life goals with an amount, timeline and monthly investment plan.
Investment strategy by time horizon
See how short-term, medium-term and long-term goals need different asset choices based on risk comfort and cash flow.
Investment strategy by time horizon
See how short-term, medium-term and long-term goals need different asset choices based on risk comfort and cash flow.
A simple money planning framework
Walk away with a practical structure to list goals, build protection, assign SIPs, automate and review without overthinking.
A simple money planning framework
Walk away with a practical structure to list goals, build protection, assign SIPs, automate and review without overthinking.
A simple money planning framework
Walk away with a practical structure to list goals, build protection, assign SIPs, automate and review without overthinking.
Start Building A Smarter Financial Future!
Join thousands of people already using Invsify to save smarter, invest confidently, and manage their money securely - all in one place.
Start Building A Smarter Financial Future!
Join thousands of people already using Invsify to save smarter, invest confidently, and manage their money securely - all in one place.
Start Building A Smarter Financial Future!
Join thousands of people already using Invsify to save smarter, invest confidently, and manage their money securely - all in one place.
Disclaimer: Registration granted by SEBI and membership of BASL in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Please read all related documents carefully before investing.
Invsify provides only investment advisory services under SEBI (Investment Advisers) Regulations, 2013. We do not guarantee returns and we do not handle client funds or securities. Clients are advised to make independent investment decisions and understand associated risks.
SEBI Registered Investment Adviser (Reg. No.: INA000020572) | CIN: U66190DL2025PTC444097 | BSE Star MF Member ID: 64331
Registered Office: F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020
For grievances, write to us at [email protected]. If not resolved, you may lodge a complaint on SEBI SCORES.
© 2025 Invsify Technologies Private Limited
Disclaimer: Registration granted by SEBI and membership of BASL in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Please read all related documents carefully before investing.
Invsify provides only investment advisory services under SEBI (Investment Advisers) Regulations, 2013. We do not guarantee returns and we do not handle client funds or securities. Clients are advised to make independent investment decisions and understand associated risks.
SEBI Registered Investment Adviser (Reg. No.: INA000020572) | CIN: U66190DL2025PTC444097 | BSE Star MF Member ID: 64331
Registered Office: F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020
For grievances, write to us at [email protected]. If not resolved, you may lodge a complaint on SEBI SCORES.
© 2025 Invsify Technologies Private Limited
Disclaimer: Registration granted by SEBI and membership of BASL in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Please read all related documents carefully before investing.
Invsify provides only investment advisory services under SEBI (Investment Advisers) Regulations, 2013. We do not guarantee returns and we do not handle client funds or securities. Clients are advised to make independent investment decisions and understand associated risks.
SEBI Registered Investment Adviser (Reg. No.: INA000020572) | CIN: U66190DL2025PTC444097 | BSE Star MF Member ID: 64331
Registered Office: F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020
For grievances, write to us at [email protected]. If not resolved, you may lodge a complaint on SEBI SCORES.
© 2025 Invsify Technologies Private Limited