Category: Investor workshops

All posts related to not-for-profit investor workshops

New Delhi DIY Investor Workshop

The second DIY investor workshop at New Delhi will be held on Nov. 8th 2015. The event will be sponsored in part by mutual fund selection and analysis portal, the thefundoo.com. Ashal Jauhari and I, along with Sharad Singh the founder of thefundoo, will cover the basics of money management and goal-based investing. No prior knowledge of […]

Report: Chennai DIY Investor Meet

The third investor workshop at Chennai (renamed DIY Investor workshop after Ashal Jauhari came on board) was held on Sep. 27th 2015. A brief report of what transpired with links to the Excel sheets discussed. First, a big thank you to, Balaji Swaminathan, Yogesh Sundaram and Anand Balakrishnan. When there was a possibility that Ashal […]

DIY Investor workshop at Pune

Ashal Jauhari and I will conduct a workshop on do it yourself (DIY) money management at Pune on Oct. 11th 2015.  The workshop will cover the basics necessary for investors to plan their financial goals efficiently. No prior knowledge of personal finance is necessary Register with your spouse if possible Ashal Jauhari is a financial literacy […]

Videos Part II: Uma Shashikant on Strategic Personal Finance

Here are the remaining videos of the  “Strategic Personal Finance” workshop conducted by Dr. Uma Shashikant, Managing director, Centre for Investment Education and Learning (ciel.co.in and moneykraft.com), at Bangalore on July 26th 2015. Segments I, II, IV, V, VI, VII, can be found here: Videos: Uma Shashikant on “Strategic Personal Finance” This post has parts III and […]

Videos: Uma Shashikant on “Strategic Personal Finance”

Here are the videos of the  “Strategic Personal Finance” workshop conducted by Dr. Uma Shashikant, Managing director, Centre for Investment Education and Learning (ciel.co.in and moneykraft.com), at Bangalore on July 26th 2015. Regular readers may have read the Nuggets from the workshop on “strategic personal finance” published earlier. It is hard to follow the slides because the hall […]

Nuggets from the workshop on "strategic personal finance"

The investor workshop on “strategic personal finance” was held on July 26th 2015 at Bangalore.  Dr. Uma Shashikant, Managing director, Centre for Investment Education and Learning (ciel.co.in and moneykraft.com)  spoke on various aspects like Taking charge of assets and funds. Evaluating the impact of personal finance decisions Maximising net worth – steps to financial freedom […]