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Crunchmoms Events

Mon, 03 Jun

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The Bureau Business Center

Investing 101 Workshop with Sonali Rawal Nambiar Executive Director at Anand Rathi Wealth Limited Dubai Office Lead

Sonali, with her extensive experience in wealth management, will guide you through the fundamentals of investing, helping you make informed financial decisions.

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Investing 101 Workshop with Sonali Rawal Nambiar Executive Director at Anand Rathi Wealth Limited Dubai Office Lead
Investing 101 Workshop with Sonali Rawal Nambiar Executive Director at Anand Rathi Wealth Limited Dubai Office Lead

Time & Location

03 Jun 2024, 9:00 AM – 11:00 AM

The Bureau Business Center, Gold and Diamond Park Building 6 - القوز - منطقة القوز الصناعية 3 - دبي - United Arab Emirates

About the Event

Sonali brings a wealth of experience in financial advising and investments and will guide you through the fundamentals of investing.

In this workshop, you will achieve the following:

  • Understanding what feeling financially free means to you!
  • What is meant by the terms ‘Risk’ and ‘Return’?
  • The power of compounding
  • Calculating return of various investments (hands on and leave with a template)
  • Arriving at how much you need to set aside for your financial goals
  • Sample questions to ask a financial advisor with some possible red flags

About Sonali Rawal Nambiar

A seasoned private wealth manager with over 11 years of experience in the finance industry with a specialized focus on the Indian markets. Currently managing more than $191 million in assets of multiple High Net Worth Individuals. Sonali's expertise lies in managing wealth just like we would manage any other business:

1) Setting an objective

2) Defining a strategy

3) Implementing the strategy

4) Monitoring its direction

Rather than a transactional approach of selling financial products and not knowing what is the final outcome for the customer. With near zero client attrition, she gives utmost importance to building trust and fostering long-lasting relationships. By truly understanding my clients' needs, aspirations, and concerns, Sonali has been able to deliver tailored strategies that align with their unique financial objectives. Along with the above, with a sense of purpose, she is passionate about fostering financial literacy, particularly among women. Empowering individuals with the knowledge and skills to navigate the world of finance is not just a professional goal for me, but a personal mission. Through workshops, seminars, and one-on-one consultations, she is dedicated to demystifying

investing and simplifying the concepts that seem like an impossibility to understand. Sonali's aim is to break down barriers, instill confidence, and ultimately pave the way for financial independence and security.

In addition to her work in the money management space, she is also committed to supporting mental health initiatives, particularly within the South Asian community in the UAE. She strongly believes that for successful outcomes in the mental health space, the professionals we are dealing with, have to understand the cultural nuances. Sonali is honored to be involved with Sama Health, a mental health platform dedicated to providing support and resources to South Asians in the UAE. She is constantly seeking new opportunities to collaborate with organizations and individuals who share my commitment to advancing financial literacy, especially among women. Be financially free, to live life on your own terms!

Membership Offer
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