As a Working Professional
Don’t let confusion cost you YEARS OF FINANCIAL GROWTH.
Discover how professionals like you are investing smarter, not riskier.
If you’re a working professional tired of watching your salary disappear without real growth — this webinar is your turning point.
Learn how to build wealth with clarity, not complexity.
You work hard. Your money should too.
But most professionals don’t know where to begin when it comes to investing.
You earn well, but your savings hardly grow.
Your colleagues talk about mutual funds, SIPs, and ELSS — but it all sounds complicated.
You’ve been meaning to start, but keep delaying it month after month.
You fear losing money or picking the wrong fund.
Let’s be honest — financial confusion is expensive.
Every month you delay investing, your money loses potential to grow.
Why This Webinar?
Because clarity builds confidence.
This isn’t another boring finance session.
It’s a practical, easy-to-understand roadmap for working professionals who want to grow wealth without being finance experts.
You’ll discover how to:
Start investing even with small amounts.
Choose mutual funds that align with your goals.
Avoid beginner mistakes that cost lakhs.
Build wealth step-by-step with confidence.
Whether you’re 25 or 40 — this session will help you create a clear path from salary to financial security.
Who Is This Masterclass For?
Individuals & Families
Corporate Professionals
Working Professionals
Entrepreneurs & Business Owners
Government Employees
Who are struggling with their Finances
Who are struggling with financial planning
Who are thinking that they have NO TIME
Healthcare Professionals
IT & Engineering Professionals
Perfect for those who aspire to achieve financial freedom and live a fulfilling life.
Who Should Attend?
This webinar is perfect for:
Corporate professionals earning ₹5–30LPA
Beginners confused about where to start investing
Anyone who wants to grow wealth without complex trading or risks
Salaried employees tired of low bank returns
What You’ll Learn Inside
The 3-Step Formula to Start Investing Smartly
Goal-Based Investing Made Simple
Common Myths That Keep You Stuck
The Power of Compounding Explained
Bonus: Personalized Investment Tracker & Checklist
Bonuses
1:1 Consultation Call
Free 1:1 Consultation Call exclusively for you
E-Book
Financial Goal setting Tracking System
Analysis Report
Analyze where you stand in terms of your Personal Finance
Community
Exclusive Whatsapp and Facebook Community
Results Achieved By Masterclass Attendees
Dhruv Biswas
“Before attending, I had zero idea where to start. Now I’ve built a 3-lakh investment portfolio with confidence.”
Subhani Shaik
“This session cleared all my doubts. I finally understood how to make my money grow instead of sitting idle.”
Rizwan
Successfully completed Retirement Planning
Meet Your Host – Naresh Vennam
Journey to Clarity and Purpose
On Sunday morning, March 5, 2023, everything changed for Naresh Vennam. Despite having a stable corporate job, a loving family, and financial security, he felt something was missing. During a webinar, he had a powerful realization—he was living comfortably but without true fulfillment. He was successful on paper but lacked a deeper sense of purpose and peace.
For over 13 years, Naresh Vennam built a successful career with top companies like CoreLogic, Cognizant, and Google. Yet, despite his achievements, he felt unfulfilled. A deep desire to mentor others kept pulling at him, making him question his true purpose. Doubts and fears held him back—fear of failure, fear of judgment, and most of all, the fear of letting his family down.
From Struggle to Visionary
Naresh grew up in a family that faced constant financial struggles. His father, a manual accountant, and his three older sisters worked hard, yet stability remained out of reach. The loss of their family home due to high debts only strengthened his determination. Balancing work and studies, he earned his B.B.A. and M.B.A., paving his way into the corporate world.
However, it was his passion for financial advising that truly resonated with his aspirations. Guided by mentors and driven by a newfound clarity and purpose, Naresh made the bold decision to leave his corporate role and pursue his dream of helping others achieve financial freedom.
Commitment and Transformation
Today, Naresh Vennam is proof that commitment, consistency, and character can change lives. Having transformed his own journey, he is now dedicated to helping others achieve financial freedom.
Client Testimonials
You guys are definitely one of the most trusted and skilled professionals who knows the job completely in and out. Great follow-up done every week and job, keeping the client post as well. I would surely recommend your services to my contacts. Keep going.
PONNUVEL DINESH KUMAR
I hope this message finds you well. Firstly, I wanted to provide some personal feedback on our interactions thus far. Naresh and his team are fabulous! I still remember when my ITR was delayed last year and I bugged Naresh so much, but he was always there to address my queries and didn't leave me stranded when I needed him the most. I sincerely appreciate the seamless service and support your team has provided regarding filing our ITRs. However, I would like to suggest a potential enhancement to your service offering. Given the substantial number of team members who rely on your services, totaling 33 individuals, I believe implementing a referral discount program could be mutually beneficial. As the majority of our team members engage with your services for their tax filings, it would be advantageous to both parties to incentivize referrals. Specifically, I propose introducing a scheme where clients receive a discount on their service fees for successfully referring new users to your platform. For example, offering a 5% discount on services for referring two or three successful new users could encourage further engagement and reward loyal clients like us. I understand the importance of fostering a strong client-provider relationship, and I believe such a program would not only demonstrate appreciation for our continued support but also incentives us to actively promote your services within our networks. Thank you for your service, and I hope to make this bond stronger in the future. I encourage you to consider this suggestion and explore the feasibility of implementing a referral discount program. I believe it has the potential to enhance customer satisfaction and drive further growth for your business.
SANCHAYAN DEY
I think it’s very important to have a feedback loop, where you’re constantly thinking about what you’ve done and how you could be doing it better. It was a great experience Loved the partnership and accountability that you have taken to get the ITR amount released. Great followup, Perfect documentation. Thank you so much for your patience attending our calls and giving us time in your busy schedule. You're the best 🙂
SHAIK ZAHID
I was not too confident initially to take a service. But when I spoke to Naresh, he had that confidence with the customer that anyone could trust. From the beginning till the end, his team will ensure to be on top if there comes any issue. Seeing the flawless service, I highly recommend it to my friends and are happy about it. Please continue doing the same. Wishing you all the best ahead.
SIDDHARTH MALLA
I use Naresh Services for my tax returns, and I couldn't be more impressed. From start to finish, their professionalism and expertise shone through. Not only were my returns completed accurately and promptly, but their team also went above and beyond to ensure I understood every aspect of the process. Communication was seamless, with quick responses to any questions I had along the way. What truly set Naresh Tax Services apart was their deep knowledge of tax laws and regulations. They maximize my deductions while minimizing potential liabilities, ultimately saving me money. Despite their exceptional service, their pricing was fair and transparent, with no hidden fees or surprises. Overall, my experience with Naresh IT returns / Tax Services was outstanding. I highly recommend them to anyone in need of reliable, knowledgeable, and trustworthy tax assistance.
They've earned my trust and my business for years to come. Congrats on your New Services and wish you more and prosperous success all the way ahead Naresh ..!!
VISWADEV MAKAM
Hello Naresh, hope you’re doing well. I’d like to thank you for your time and efforts put during the ITR process. You are always available for any queries. One suggestion from my end would be to introduce a referral program that will initiate some sort of benefits to the referrer. Thank you
PACHHAPUR SATYABODH ANIRUDH
I wanted to take a moment to express my gratitude for all the help and guidance you have provided me with regarding tax issues, IT returns and financial management. You are a lifesaver and you are willing to assist anyone to resolve their issues. Your knowledge and ability to tackle various financial matters make you an all-rounder. Thanks for the support and I feel more confident in managing my income and optimizing my savings. Your dedication to helping others achieve financial stability and happiness is truly admirable. Once again, thank you Naresh garu for your continuous support and making a positive difference in my life. Wow Congratulations Naresh on following your dream Wishing you all the luck and yes you will be my go to person for any financial guidance.
LAVANYA SIRUGANI
In 2023, I collaborated with Naresh to get help with my IT returns, and the process has been quite helpful.In addition to helping me to get a higher tax return, Naresh also gave me insight into the procedure and several pointers on how to increase my returns going forward. He also gave me a lot of investment advice that will help me grow my portfolio and ensure that I get decent returns.
DHRUVA BISWAS
Stop delaying your financial growth. Start investing the smart way.
Your money deserves more than a savings account.
You deserve more than confusion.
Frequently Asked Questions
Yes, completely free — but seats are limited to ensure quality interaction.
Absolutely! This webinar is designed specifically for beginners.
None. This is 100% educational, practical, and value-based.
The live experience offers bonus resources and live Q&A, so attending live is highly recommended.
Around 90 minutes — packed with insights, real examples, and clarity.
It’s helpful to have a notebook and pen for taking notes, a calculator for financial calculations, and any relevant financial documents you may want to reference during the session. Additionally, ensure you have a stable internet connection for uninterrupted access.
Yes, if you miss a session, you can access the recordings at any time. Additionally, you may have the opportunity to join future live sessions, depending on availability and your enrollment package.