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Nehal Mota

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Will & Succession Planning Expert

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Financial Planning Expert

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Reading Financial Statements

1 Session

Getting to know the key financial statements.
Knowing the key elements in a Balance Sheet.
What does the P&L account tell you besides the profitability?
Reading the cash flow statement to avoid cash-out situations.

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Business Finance

2 Sessions

Get to know your costs in different categories.
Understand cost-behavior.
Factors affecting pricing decisions.
Should all costs be recovered in the unit price?
Tools for Financial Decision Making.

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Legal Structuring

1 Session

What are the different legal structures?
Pros and cons of each of the different legal structures.
How do you choose the most appropriate legal structure for your business/profession?

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Financial Projections

4 Sessions

Preparing a Revenue Plan.
Preparing an Expenditure Plan.
Preparing a Cash Flow Statement.
Ratio Analysis.

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Mutual Fund AUM July 2026: Markets vs Fresh Money

Mutual Funds

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Mutual Funds

Passive Funds July 2026: AUM Up 25%, Inflows Slow

Mutual Funds

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Retirement Income

RBI FCNR(B) Swap Window Ends Early: What NRIs Should Know

NRIs

Finnovate Weekly Capsule (August 10–August 14, 2026) | Key Financial News

Weekly Capsule

Tata Sons IPO 2026: RBI Upper Layer NBFC Rules Explained

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UPI MDR 2026 Explained: Will Payments Above ₹2,000 Become Chargeable?

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125+

Live Webinars

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Industry experts

Most Popular Videos

The Money & The Mind

Business Finance

Markets: Kal Aaj aur Kal

Top Categories

Equity

Mutual Funds

Insurance

Financial Plans

Our Experts

Nehal Mota

Geeta Tolia

Apoorva Vora

Shailendra Dubey

Nehal Mota

Courses

Reading Financial Statements

Business Finance

Legal Structuring

Financial Projections

Upcoming Webinar and Masterclass

Blogs

Stay one step ahead

Mutual Fund AUM July 2026: Markets vs Fresh Money

Small Cap vs Mid Cap vs Large Cap Funds: Where Investors Are Putting Money in 2026

Passive Funds July 2026: AUM Up 25%, Inflows Slow

NPS vs Mutual Funds for Retirement: Which Is Better?

RBI FCNR(B) Swap Window Ends Early: What NRIs Should Know

Finnovate Weekly Capsule (August 10–August 14, 2026) | Key Financial News

Tata Sons IPO 2026: RBI Upper Layer NBFC Rules Explained

UPI MDR 2026 Explained: Will Payments Above ₹2,000 Become Chargeable?

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