Assignment 3 Task Sheet

Your Name Yashpalsinh Boradhara

Your Email ID yboradhara@gmail.com

Your Student ID 2HB834

1. Write 1000+ words landing page copy

- Use all the elements given in the format (mindmap)
- Pick a product from amazon if you don’t have any.

Please paste the landing page copy below.

Free Webinar on Mutual fund investment for Beginners

Learn How to invest in mutual funds like finance planners,

Without holding any degree in the Finance domain.

Date : 1 August, 2021

Time : 10 AM to 1 Pm

Book your Free seat Here.

I know decreasing interest rates of Bank FDs have pushed you

towards other investment options in the last few years. I also know that
TV ads of mutual funds or your Bank RM or your colleagues made you
interested in mutual funds. But somehow your mutual fund product did
not perform well compared to daily movement of Sensex.
Believe me, When it comes to your hard earned money, taking
expert advice is good but at the end you should believe in your own
study and instincts, if you wish to build wealth.
 I know I do not need to tell you how good mutual funds perform in the long
term. It must have been explained to you by your colleagues, relatives or your bank
RM.
Even some mutual fund products have out performed sensex. But it is also
important to notice that some products have not just lagged in performance, it has
given negative returns.
Mutual funds are also very volatile in the short term. I am sure you must be
well aware about it now, if you are daily watching your fund performance in a mobile
app.
Well, I can not blame you if you are watching it daily, after all it is your hard
earned money.
Despite so much preaching that mutual funds make wealth over the long term,
I bet you would still open your app to see how much money you made or whether
your money is safe or not !
I know it all, Because i have gone through those days, But what if I tell you
that Last time I reviewed my portfolio was in June, 2021. ( I review performance on a
quarterly basis).
Believe me, When I say this I have something to offer you that after learning
it, you will also be relaxed towards the performance of your investment.
I know that daily volatility is also one of the biggest concerns you have, But
when you change your approach towards seeing your investment and when you are
confident of your own study and research, it will not worry you much.
But there is a roadblock. I guess you might have faced them. but still let me
make you aware of the challenges that every young person faces while starting
mutual fund investments.

1. Daily expenses don't let me save money for SIP.

Be honest and ask yourself, How often have you felt you had to stop your SIP,
because you had a shortage of money ?

2. My returns are still negative, It is useless to invest

Well, There may be 2 case scenarios in it. Either the overall stock market is going
through negative sentiments or you might have bought the wrong product without
any self research.

3. Wow, my returns are good. Better I pay my bills out of profit.

It is always extremely challenging to stop your urge to withdraw when you are in
green than when you are in red.
Is there any solution to it ?

Good news is, there is solution for all these challenges

But, You can solve these challenges, only after giving up your old habit of pursuing
wrong places to get advice.
Like, it is good that you are taking advice from your friend who is already investing.
But you do not need to blindly follow it. Do your own research.
You do not need to believe everything advised by your bank RM as well, whose
motive is to drive sales only.
You can get suggestions from them, but believe in your own study and instinct only.

And when I am saying study and research, you don't have to be a finance market
expert for doing that.
You don't have to be working in the finance domain as well.
Or you are not required to have a finance degree for doing that.
This is personal finance , and the only expert who can take care of it is YOU.
Because nobody knows about your income, expenses, or your dreams better than
you.

All you need is the right approach towards finance planning, wealth building and
some knowledge about how to search for suitable finance products

And this is the reason I have created a Free webinar on Mutual fund investment.

So that you can plan your investment well and select yourself what is good for you.

Free Webinar on Mutual funds investment

The Webinar on Mutual fund investment is going to be a value packed 3 hours long
session. In this session, You will get to learn setting goals before investment. After
you set your goal, we will discuss how to pick right product
Here is exactly what you will learn during 3 hours of intensive webinar.

● Basics of Finance planning

Learn how finance planning affects your daily life and future. Why you need to plan
your finances.

● Investment in Various asset class

Apart from financial assets, there are so many options available to invest. Before
moving to financial assets, you will be briefed about other options.

● Financial assets and asset allocation

You will get to learn about different financial assets. Equity and mutual funds are one
of them. You will learn how to make your risk profile. Your risk profile plays an
important role in allocating assets from low risk to high risk.

● Mutual funds demystified

Before moving to specific products, you will get to learn about various categories of
mutual funds and which category is suitable to you. Then I will discuss some good
mutual funds. Also, about steps to select mutual fund plans.

Testimonials

I met Yashpal 2 years back at HDFC office, Surat. Yashpal has a nice ability to
explain complex concepts in easy language. He built my mutual fund portfolio which
is performing well. But more than performance, the level of transparency in product
explanation provided by Yashpal is simply amazing. I wish him all the best for his
future endeavours.
- Bhavik Patel, Co founder, Aastha Engineers

Book your seat now for FREE

Who is this webinar meant for ?

Anyone who is earning money needs finance planning and mutual fund investment is
part of it. This webinar is meant for everyone who is planning to invest in mutual
funds for the first time. Or who is an existing investor but not happy with their fund
performance.

Here are just a few of the people who can be benefited from this webinar
● Young working professionals
● Existing mutual fund investors
● Entrepreneurs
● Students

Book your seat now for FREE

Hi, I am Yashpal, Your webinar instructor

I have been working in the personal finance domain for the last 3 years. I am
a NISM certified investment advisor. I have worked as a finance planner at HDFC
mutual funds. In 3 years I have helped more than 50 families in building their mutual
fund and insurance portfolio. Apart from that, I have trained more than 25 new
independent finance advisors in finance planning.
 Apart from mutual funds, I have been a stock market investor for the last 3
years. After great returns in my personal equity portfolio, I have helped 5 clients in
building their equity portfolio.
I also help investors in choosing insurance products like term plan, health
insurance, general insurance and investment plans.

Now, through the medium of webinar, I wish to spread awareness of mutual funds
and finance planning to you.

Book your seat now for FREE

Frequently asked questions about the Webinar

1. I have never invested in mutual funds. Can I join this webinar ?

Yes, absolutely you can. This webinar is meant for both beginners and existing
investors.

2. Why is this webinar free ?

My sole purpose is to spread awareness about mutual funds products through this
webinar. My intention is just to spread knowledge through this educational webinar.
And knowledge sharing is my passion.
 2. Create at least one user persona and share the details below

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