Efficient Structuring for Tax, Endowment & Estate Planning
Tax, Endowment & Estate Planning
At TORA TORI WEALTH, we convert tax complexity into strategic advantage — regulatory-compliant solutions that protect capital and enable long-term growth.
Tax-Efficient Structures
Architect compliant structures to materially reduce tax exposure while maintaining governance and audit-readiness.
Endowment Planning
Design long-term capital allocation frameworks that secure sustainable funding and balance growth, preservation and liquidity.
Estate Planning & Transfer
Implement trusts and succession mechanisms to protect assets, minimise transfer friction and preserve intent across generations.
Wealth Consolidation
Consolidate holdings into transparent, manageable vehicles to improve reporting, governance and strategic rebalancing.
Workshops and Training Programs
OPTIONS STRATEGIST
This workshop has been designed from a trading perspective to provide participants with an insight into the structure, work dynamics, and various strategies in the Options segment with practically implementable trading and hedging strategies.
Outcome
Gain advanced subject knowledge of options strategies.
Appreciate and implement speculative and hedging strategies.
Advanced Risk Management and Money Management Techniques with options and technical strategies.
Additional Info
Group / Corporate discounts are available for the workshop.
Prior registration with payment of workshop fees is required.
The workshop fee is inclusive of training and workshop materials only.
Duration: 8 hrs
Please contact support@toratoriwealth.com for workshop fee.
DECODING DERIVATIVES
This workshop has been designed from a trading and academic perspective to provide participants with an insight into the structure, work dynamics, and various products in the derivatives segment of the Indian Stock Market. The participants will be introduced to the techniques and strategies of Futures & Options to enable management of investment and portfolio risk through hedging mechanism and most importantly the possibility of making profits even in a falling/bearish market. These strategies when combined with Technical Analysis will provide investors and traders an advantage for a higher prospect of success in the Stock Market.
Outcome
To gain a profound understanding of various concepts, their importance and applications in the derivatives segment.
You will develop a broad understanding of the role of derivatives in financial markets and examine the use of derivatives for both hedging and trading/speculation purposes.
You will also learn about the derivatives market in India, the major participants that operate in the market, and the characteristics of futures and options segments.
Additional Info
Group / Corporate discounts are available for the workshop.
Prior registration with payment of workshop fees is required.
The workshop fee is inclusive of training and workshop materials only.
Duration: 16 hrs
Please contact support@toratoriwealth.com for workshop fee.
TECHNICAL ANALYST
During the course of this workshop the participants will get a profound understanding of the time tested, easy to understand yet highly effective trading techniques and strategies which can successfully be used in some of the toughest and complex market conditions when collectively used with money management techniques. Finally, participants will learn how to do a chart inspection before taking any trade to identify potential Breakout / Continuation / Counter Trend / High probability trades with a standardised flow chart.
Outcome
Learn proven and time-tested technical strategies to make consistent gains in the stock market.
Simplified, systematic & disciplined method of stock selection & stock analysis with charts.
Highly effective and relevant indicators and chart patterns for Investment, positional and Day – Trading Strategies best suited for the Indian Investor.
Advanced Risk Management and Money Management Techniques.
Additional Info
Group / Corporate discounts are available for the workshop.
Prior registration with payment of workshop fees is required.
The workshop fee is inclusive of training and workshop materials only.
Duration: 16 hrs
Please contact support@toratoriwealth.com for workshop fee.
STOCK MARKET MASTER
This workshop is essentially a combination of the “The Options Strategist and The Technical Analyst”. During the course of this workshop the participants will get a profound understanding of the time tested, easy to understand yet highly effective trading techniques and strategies which can successfully be used in some of the toughest and complex market conditions when collectively used with money management techniques. Finally, participants will learn how to do a chart inspection before taking any trades to identify potential – Breakout / Continuation / Counter Trend / High probability trades with a standardised flow chart. The program is designed for Traders, Investors, Dealers, Research Analysts, Fund Managers, Stock Brokers, and Sub-Brokers who are engaged in the trading, fund management and order execution activities.
Outcome
Gain advanced subject knowledge of options strategies.
Appreciate and implement speculative and hedging strategies.
Learn proven and time-tested technical strategies to make consistent gains in the stock market.
Simplified, systematic & disciplined method of stock selection & stock analysis with charts.
Highly effective and relevant indicators and chart patterns for Investment, Positional and Day-Trading Strategies best suited for the Indian Investor.
Advanced Risk Management and Money Management Techniques with options and technical strategies.
Additional Info
Group / Corporate discounts are available for the workshop.
Prior registration with payment of workshop fees is required.
The workshop fee is inclusive of training and workshop materials only.
Duration: 16 hrs
Please contact support@toratoriwealth.com for workshop fee.
COMPLETE GUIDE TO THE INDIAN STOCK MARKET – A FOUNDATION AND APPLIED COURSE
It is estimated that a great number of financial advisors of various competencies and specialisations will influx the Indian Financial System over the coming years. We may be a Student, Institutional Faculty Member, Corporate Professional, Entrepreneur or a homemaker, we are directly or indirectly linked to the financial market these days and this number is only estimated to increase over time and hence it is very important that we have a strong understanding of The Financial System. Keeping this in mind, we offer our clients a combination of technical and financial tools with customisable strategies to suit their skills and requirements which consecutively will help develop a well-defined, wise and structured approach in making investment decisions. Specifically, tailor–made to provide a foundation to the highly complex field of Stock Market and widely misunderstood concept of wealth creation through investing in Stock Market. The workshops are uniquely designed to help participants bridge the gap between theory and practice through exposure to real-life situations in the Indian Stock Market. The main purpose of this course is to facilitate participants to develop knowledge, confidence, discipline and competence to adapt to the dynamic nature and ever-changing circumstances of the markets. Our sole aim is to provide practical exposure to The Financial System, Investment mechanism and Investment opportunities.
Outcome
To gain a profound understanding of various concepts, their importance and applications in the Indian Stock Market.
Advanced and relevant Investment Analysis methods (Techno – Funda approach).
Simplified, systematic and disciplined approach to Portfolio Construction with advanced Sector and Stock selection methodology.
Unique and Proprietary Risk Management and Money Management Techniques.
An ideal opportunity to turn into a highly skilled and competent Wealth Management Professional.
Additional Info
Group / Corporate discounts are available for the workshop.
Prior registration with payment of workshop fees is required.
The workshop fee is inclusive of training and workshop materials only.
Duration: 100 hours
Please contact support@toratoriwealth.com for workshop fee.