Financial Planning & Goal-Based Investing Workshop at Bangalore

Dear all,

This is a formal announcement and invitation to the workshop on financial planning and goal-based investing  to be held at Bangalore.

Date: Dec. 14th 2014

Time: 10 am to 3pm

Venue: Hotel Nandhana Palace , No. 280, next to DELL, Inner Ring Road, Amarjyothi Layout, Domlur

Objective: To present and discuss basic steps of financial planning, goal-based investing, mutual fund analysis, goal tracking and portfolio management.

Fellow DIY investors, V Muthu Krishnan, Krishna Kishore and Nitin Kumar  will share their experiences and approach to money management.

A  Q&A session is also planned.

Attend with your spouse if possible.

Registration

This is a ‘not-for-profit’ event. That is the cost of the hall rent, lunch and audio visual arrangements and my travel will be shared equally by all participants.

Registration fee: Rs. 500 per person 

Please register via this link.  Spot-registration is not possible.

Please share this link with your social contacts and colleagues. 

Want to conduct a sales-free "basics of money management" session in your office?
I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; where to invest; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. I can do the talk via conferencing software, so there is no cost for your company. If you want me to travel, you need to cover my airfare (I live in Chennai)

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16 thoughts on “Financial Planning & Goal-Based Investing Workshop at Bangalore

  1. Dear Sir, all seats for Bangalore workshop is sold out just in 4 days. Request to increase capacity because still 40 days are remaining for seminar. I am sure it will be huge success. Lots of bangaloreans are looking for this events. Kindly accept the request !!

  2. Dear Sir, all seats for Bangalore workshop is sold out just in 4 days. Request to increase capacity because still 40 days are remaining for seminar. I am sure it will be huge success. Lots of bangaloreans are looking for this events. Kindly accept the request !!

  3. hii Pattu, The money changers have fled from their high seats in the temple of our civilization. We may now restore that temple to the ancient truths. The measure of the restoration lies in the extent to which we apply social values more noble than mere monetary profit.After initial needs are met—enough food, shelter, comfort—there is no correlation between money and happiness. That’s a difficult thing for people to believe.The money that we possess is the instrument of liberty, that which we lack and strive to obtain is the instrument of slavery.

  4. hii Pattu, The money changers have fled from their high seats in the temple of our civilization. We may now restore that temple to the ancient truths. The measure of the restoration lies in the extent to which we apply social values more noble than mere monetary profit.After initial needs are met—enough food, shelter, comfort—there is no correlation between money and happiness. That’s a difficult thing for people to believe.The money that we possess is the instrument of liberty, that which we lack and strive to obtain is the instrument of slavery.

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