Actress pallavi chatterjee biography

Workshop Outline

Key benefits of this day-long workshop —

  • Set financial goals, create a budget that works for you, and establish the habits that lead to financial health.

  • Learn how to make financial planning less time-consuming by spending 30 minutes a week directly focused on your budget, spending, savings, and investments.

    Actress pallavi chatterjee biography Beyond her on-screen work, Pallavi has also ventured into film production, demonstrating her multifaceted contributions to Bengali cinema. Close Menu. Born: 11 January Khijir Hayat Khan - Filmmaker.

  • Also learn how to create immediate growth in your savings and investment accounts.

  • Know and master the key technique for taking the stress and uncertainty out of planning for retirement.

By the end of this workshop, you’ll be able to —

Confidently and successfully manage your personal finances, and have more time (and money!)

What participants say —

“After a personal economic downturn a few years back, Pallavi helped me get my personal financial well-being in order. Highly recommended.”

– Richa Prasant (Sunaayy Foundation)

“Pallavi is a financially savvy professional with the best interest of her customer at heart.

Her commitment to your financial well-being set her apart.”

– Swati Chaturvedi Raghvan
(CEO of US based Angel Investing Platform)

“ Pallavi’s workshop was instrumental in charting out my financial planning goals that are independent, clear, concise and sound. Thank you Pallavi.”

– Aditya Khanna (Investment Banker)

Time Value Of Money

  • Inflation

  • Return on Investment

  • Present Value & Future Value

Financial Goals

  • Life Cycle of Financial Life
  • Relevance of Protection Life Insurance (Term,
    Endowment, ULIP), Health Insurance etc.l
  • Retirement Planning
  • Other Relevant & Significant Goals (Child Education,
    Marriage, Annual Vacation etc.)

Financial Tools

  • Understanding Equity & Debt
  • Debt Tools available ( Bank FDs, Post Office Schemes,
    Mutual Funds etc.)
  • Equity Tools (Direct Equity, Mutual Funds- Large Cap, Mid-Cap, Multi-Cap, Hybrid, Micro-Cap Mutual Funds)

Tax Aspects

  • Capital Gains (Equity & Debt – Long Term, Short Term)
  • 80(C), 80(D)
  • Business Owners –(Opportunity of Unlimited 80(C) for
    businesses.)

Make your own Financial Plan

  • Have the first cut of your own financial plan ready before
    you leave the venue.

Meet Your Coach

Pallavi Chaturvedi has worked in the financial services profession for more than 13 years.

She started her career as a life insurance professional with Max Life Insurance and then graduated to being a complete financial consultant.

She is a Certified Financial Planner (CFP). This Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics.

Thai Curry Login Register. About Us. She went on to work with some of the most celebrated directors and actors in the Bengali entertainment industry. Her work in the film demonstrated her ability to connect with audiences and bring a sense of realism to her roles.

It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

She has also been certified by LIMRA (a worldwide research, learning and development organization) as Professional Financial Advisor (PFA). The American College has recognized her as a Life Underwriter Training Council Fellow (LUTCF).

She holds the credit of working with a varied Corporates, Public Sector Undertakings and Paramilitary forces.

  • Business Owners, Doctors, Lawyers, CA's/CS's

  • Professionals looking to quit and get into business

  • Men who are too busy trying to make money and forget the
    implications of poor management

  • Women who are looking for finanancial freedom and investment
    opportunities for self and family

  • Those starting out in their career or are with disposable income

26th May

Sunday, 9 am to 5 pm

TERI School of Advanced Studies

10, Institutional Area Vasant Kunj, New Delhi - (View Map.)

Fee (per person)

₹12, ₹3,+ GST


₹3,+ GST

(includes Tea, Snacks, Lunch and Training Materials)

Book your seat

In case you can't attend workshop on 12th May, you can attend next workshop which will be in June.

Please contact us on for more details.

What participants say —

“Pallavi’s complete personal attention and deep understanding strikes the right balance between clients’ needs and numbers based investment opportunities.”

– Akshay Modi (Director, FMCG company)

“ Pallavi has simplified financial planning and its nuances.

Pallavi ensured that all queries were answered and goals for the year are addressed.”

– Nupur Khanna (Eatonomist)

“ Pallavi has a high degree of valuable knowledge and has her clients’ best interest at heart - I trust her blindly. It’s a pleasure to work with her.”

– Aditi Gupta Modi ( Pro Scuba Diver)