MoneyAnna Webinar
Next Level of Wealth Creation
A conversation most investors never get to.
- Next Level of Wealth Creation
- /
- 8th Aug
- /
- Speaker - Prasad Shetty
Schedule
28
JULY
29
JULY
30
JULY
Ronald RichardsDesign as a way of life10:00 - 12:00
Leslie AlexanderNibh nisl condimentum id venenatis13:00 - 14:30
Kathryn MurphyVitae et leo duis ut diam15:00 - 16:30
Kristin WatsonPorttitor rhoncus dolor purus non17:00 - 18:30
Devon LaneEu sem integer vitae justo eget19:00 - 20:00
Savannah NguyenPorttitor rhoncus dolor purus non20:30 - 21:30
- Devon LaneEu sem integer vitae justo eget19:00 - 20:00
- Leslie AlexanderNibh nisl condimentum id venenatis13:00 - 14:30
- Kathryn MurphyVitae et leo duis ut diam15:00 - 16:30
- Ronald RichardsDesign as a way of life10:00 - 12:00
- Kristin WatsonPorttitor rhoncus dolor purus non17:00 - 18:30
- Savannah NguyenPorttitor rhoncus dolor purus non20:30 - 21:30
- Savannah NguyenPorttitor rhoncus dolor purus non20:30 - 21:30
- Kathryn MurphyVitae et leo duis ut diam15:00 - 16:30
- Ronald RichardsDesign as a way of life10:00 - 12:00
- Leslie AlexanderNibh nisl condimentum id venenatis13:00 - 14:30
- Kristin WatsonPorttitor rhoncus dolor purus non17:00 - 18:30
- Devon LaneEu sem integer vitae justo eget19:00 - 20:00
Topics that will be Covered in the Session
- The HNI Mindset ShiftWhat changes in how you think about money once you stop optimizing for safety and start optimizing for growth.
- When "Safe and Balanced" Stops Being EnoughWhy a portfolio built for protection needs a different engine once your goals shift toward growth.
- Building Blocks of Alpha-Seeking AllocationHow looking for other investment avenues can work alongside your portfolio.
- The Mistakes Investors Make Chasing the Next LevelOverexposure, chasing returns, and skipping the fundamentals that got them here.
Speaker for this session
Prasad Shetty
Speakr| Director, MoneyAnna
About the speaker
- Founder/Director, MoneyAnna | CFP
- 18+ years of experience working with affluent investors and retirees on complex financial decisions
- Expertise in behavioural finance, retirement, and GIFT City investments
- TEDx speaker; featured on The Economic Times, Amar Ujala, Zee News, AAFM
- Guided by one philosophy: when clients win, everyone wins
Speaker for this session
Prasad Shetty
Speakr| Director, MoneyAnna
Registration - GIFT CITY for NRI
This Session is for
- Investors who have their basic financial plan in place — insurance covered, assets and liabilities balanced — and are ready for what comes next
- Investors on the path to becoming HNIs, looking to move beyond core, protection-first investing toward growth-focused strategies
- Anyone whose portfolio has outgrown plain-vanilla mutual funds and is ready to explore other investment avenues and alpha-seeking allocations
- Investors who are done asking “am I protected?” and are now asking “how do I grow faster?”
Registration for the session
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Frequently Asked Questions
Is the session free?
Yes, it’s completely free for all attendees.
Will recordings be available?
No, sessions are live-only; recordings are exclusive to our clients.
Who should attend?
Investors who already have their basic financial plan in place and are looking to move to the next level — toward growth-focused, alpha-seeking strategies.
Do I need prior knowledge?
No, you don’t need any prior knowloedge, MoneyAnna is always there to support you.Â
How long is the session?
90 minutes, inclusive of live Q&A.
Office
Ecstasy Business Park, City Of Joy, 825, JSD, Tambe Nagar, Ashok Nagar, Mulund West, Mumbai, Maharashtra 400080
Important links
S9 Fintech ARN Code – 172316
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