Smart Strategies to Manage Inherited Wealth
Priyanka Acharya
Level
Beginner
Learn
On Demand
Access
90 days or till subscription
Language
English & Hindi
About this Course
Got inheritance money but feeling a bit lost on what to do next? Don't worry – we've got you covered! Discover the essential financial, legal, and investment steps to make the most of your inheritance. With expert guidance, you’ll learn how to turn that lump sum into long-term growth, security, and a lasting legacy!
You will learn:
Key Takeaways
1
Handling legal, tax, and banking formalities for inherited funds
2
Allocating money for liquidity, growth, and legacy
3
Smart structures for your inherited wealth
Modules
1 Modules•54 mins content
This course is for
1
Individuals who’ve recently received inheritance money
2
Anyone looking to manage lump sum inheritance funds wisely
3
Learners who want a clear, actionable financial roadmap for inheritance
Meet your Mentor
Priyanka Acharya
Author and Educator
15+ years of experience
Priyanka comes with 15+ years of experience in finance. She's an author, podcaster, and TEDx speaker, recognised among India's Top Women in Finance in 2023.