Here are the videos of the second Chennai investor workshop which was held on June 14th 2015.   (1) Anand Balakrishnan,  Certified Personal Financial Adviser, IT Professional and blogger (who campaigned for direct mutual fund plans months before they were introduced), spoke on aspects of behavioural finance.   (2) Then I spoke on goal-based investing. The second…

Those who attended the second Chennai investor workshop had the privilege to listen to R. Balakrishnan – Crisil co-founder; former head of equity research at DSP Merrill Lynch, former executive VP of Edelweiss, Money Life columnist and blogger (to name a few!) He spoke about “investing for keeps: in equities I trust”. The video was shot by my friend,…

Dr. Uma Shashikant speaks about lesser known aspects of mutual fund taxation. Money Kraft is an educational initiative of Centre for Investment Education and Learning Pvt Ltd (CIEL) . Money Kraft aims to empower investors and intermediaries to make better personal finance decisions. The objective is to provide unbiased, simple, conceptually correct, practical and useful…

Here are the videos from the afternoon session of the Chennai investor education workshop held on 1st Nov. 2014. Stress Busters by Vasudevan Parthasarathy – Part 1  Stress Busters by Vasudevan Parthasarathy – Part 2 Goal-based Investing by Pattu Part 4 Goal-based Investing by Pattu  Part 5 Note part 6, the last 30 mins of my talk,…

Here are the videos from the forenoon session of the Chennai investor education workshop held on 1st Nov. 2014. Welcome Address by Srinivasan Sundaraman, MoneyKare  Key Note Address: Sunil Subramanium, Deputy CEO, Sundaram Mutual   Goal-based investing Part 1 by Pattu   Goal-based investing Part 2 by Pattu Note on part 3, the last 25 mins…

Balaji Vaidyanath from Sundaram AMC where he works as a fund manager in its PMS wing spoke about, investment process and construction of an equity portfolio on 1st Nov. 2014, at the Chennai Investor Education Workshop on Financial Planning and Goal-based investing. The  workshop was jointly organised by Srinivasan Sundararaman of MoneyKare, Wealth Managers, and myself and…

The Chennai Investor Education Workshop on Financial Planning and Goal-based investing was held on 1st Nov. 2014. It was jointly organised by Srinivasan Sundararaman of MoneyKare, Wealth Managers, and myself . The event was partially sponsored by Sundaram Mutual AMC. I will be uploading videos from the event in the coming days (make that weeks, for it is…