Understanding Financial Basics for a Confident 2026

FOR AGE BETWEEN 25–60 | SALARIED PROFESSIONALS & ENTREPRENEURS | INDIANS & NRIs

This is a beginner-friendly free Tamil webinar designed for salaried professionals and entrepreneurs seeking clarity on health insurance, retirement planning, and smart investing, free from any pressure, technical terminology, or product pushing.

Before we go further, let me make something abundantly clear:

Why This Webinar Exists



Most people avoid financial planning because they care.

They avoid it because it feels uncomfortable.

Insurance documents are confusing. Retirement feels distant—until it doesn’t. Markets feel risky, and advisors… well, trust takes time.

This webinar is designed for that exact space.

This webinar is designed for that in-between moment when you know you should plan, but you want clarity before making a commitment.

This Webinar Is Meant For You If…

You’re a salaried professional or an entrepreneur between 25 and 60.
You’ve already bought insurance, but aren’t fully sure it’s “right.”
You feel retirement planning is important—just not urgent enough yet
You’re cautious about markets and skeptical of advice
You want structure, not tips

If you’re looking for shortcuts or quick profits, this session won’t help—and that honesty is intentional. Consistent, disciplined, long-term planning is the key to achieving lasting financial success.

What You’ll Actually Learn (Not Just Hear About)

Health Protection Basics

This article explains how to properly evaluate health insurance, taking into account factors such as the sum insured, room rent limits, co-pay clauses, waiting periods, exclusions, and network hospitals. Furthermore, it’s crucial to understand the common misconceptions associated with these terms.

Term Insurance, Made Simple

Life insurance explained clearly—claims process, riders, renewals, and common myths that quietly cost people money.

Retirement Planning Without Panic

A simple, realistic retirement framework using mutual funds and NPS, designed for consistency—not perfection.

Smart Portfolio & Diversification

Understanding risk, asset allocation, diversification, and how instruments such as index funds, gold ETFs, and silver ETFs fit into a long-term plan is crucial.

LIVE Q&A

Ask the questions you usually hesitate to ask—and get practical answers.

How Does the 2-Hour Session Flow?

Smart Life Planning—goals, budgeting, emergency fund
Health Protection—policy reading, real-world mistakes
Term Insurance Basics—Claims, riders, Myths vs. Facts
Retirement Planning—NPS & Mutual Fund framework
Smart Diversification—asset allocation, ETFs, portfolio rebalancing
LIVE Q&A—open discussion

Each segment runs for about 20 minutes—focused, not rushed.

Some Common Thoughts (You Might Relate)

“I already have insurance.”
“I don’t earn enough yet.”
“Markets are risky.”

This webinar doesn’t dismiss these concerns. It starts from them.

some common misconceptions People struggle with:.

Let me clarify

“Insurance is not an investment—it’s protection.”
“You don’t need a high income to start planning—you need clarity.”
“Waiting for the ‘right time’ is the biggest financial mistake.”
“Financial freedom is built slowly, not suddenly.”

The goal isn’t to convince you—it’s to help you build confidence and think clearly before you decide anything.

About the Speaker

Deepak Gokul is a Certified Chartered Wealth Manager with 19+ years of experience in the financial industry and is the Founder of Deepak Wealth Framework Pvt. Ltd., helping individuals and families make confident financial decisions through complete wealth management.

He has handled portfolios for 1,000+ clients and focuses on guiding salaried professionals through the basics of money management, health protection, and retirement planning.

A National Institute of Securities Markets (NISM)—Series V-A: Mutual Fund Distributors Certification Examination—certified professional, Deepak is known for his patient, listener-first approach. He provides solutions in a realistic and practical manner, based on individual financial needs.

His sessions are designed for beginner and intermediate learners who want clarity.

What You’ll Walk Away With

A clear checklist to evaluate health insurance plans
A simple retirement roadmap using Mutual Funds & NPS
A beginner-friendly understanding of ETFs & diversification
Confidence to ask the right questions before choosing products

Not motivation that fades. Understanding that stays.

Webinar Details

Sunday, April 05, 2026
10:30 AM IST
Duration: 2 Hours
Online
Fee: Free Webinar

Seats are limited to keep the session interactive.

Take the First Step—Calmly

You don’t need to have everything figured out.

You just need two hours and an open mind.

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Disclaimer

This webinar is intended for educational and informational purposes only. The content shared does not constitute financial or insurance advice, nor does it guarantee any specific outcome or benefit. Insurance products, if discussed, are subject to the terms, conditions, exclusions, and policy wording of the respective insurers. Participants are advised to review the relevant policy documents carefully and make their own informed decisions before purchasing any insurance product.

Insurance is the subject matter of solicitation.

By registering, you consent to receiving communications related to the webinar. Your data will be handled as per our privacy policy.

Investments in mutual funds are subject to market risks. Read all scheme-related documents carefully before investing. Mutual fund schemes do not assure or guarantee any returns. Future performance of mutual funds is uncertain. Any suggested scheme does not guarantee the achievement of its investment objective. All existing and prospective investors are advised to check and evaluate the exit loads and other cost structures (TER) applicable at the time of investing before finalizing any investment decision for mutual fund schemes.

Before making an investment, please contact the investment expert at Deepak Wealth Framework for designing a portfolio that suits your needs. We deal in regular plans only for mutual fund schemes and earn a trailing commission on client investments. Disclosure For commission earnings are made to clients at the time of investments. The option of a direct plan for every mutual fund scheme is available to investors, offering the advantage of a lower expense ratio. We are not entitled to earn any commission on direct plans. Hence, we do not deal in direct plans.

AMFI Registered Mutual Fund Distributor | ARN – 328771 | Date of Initial Registration: 14/05/2025 | Current Validity: 13/05/2028.

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