Understanding Financial Basics for a Confident 2026

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

A beginner-friendly free tamil webinar for salaried professionals & entrepreneurs who want clarity on health insurance, retirement planning, and smart investing — without pressure, technical terminology, or product pushing.

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

Why This Webinar Exists



Most people don’t avoid financial planning because they don’t 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.

The in-between moment where you know you should plan, but you want clarity before commitment.

This Webinar Is Meant For You If…

You’re a salaried professional or an entrepreneur between 25–60
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 fast profits, this session won’t help — and that honesty is intentional. Because consistent, disciplined, long-term planning is what truly creates lasting financial success.

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

Health Protection Basics

How to evaluate health insurance properly — sum insured, room rent limits, co-pay clauses, waiting periods, exclusions, and network hospitals. And more importantly, how people usually misunderstand them.

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 like Index Funds, Gold ETFs, & Silver ETFs fit into a long-term plan.

LIVE Q&A

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

How the 2-Hour Session Flows?

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

Saturday, January 31, 2026
11:00 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 agree to be contacted for webinar-related communication. 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. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds 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 is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of 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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