Investor Workshop on "Strategic Personal Finance" at Bangalore

I am delighted to announce that  Dr. Uma Shashikant, Managing director, Centre for Investment Education and Learning (ciel.co.in and moneykraft.com) will be conducting a workshop on “Strategic Personal Finance” at Bangalore on July 26th 2015.

Dr. Shashikant in my opinion is one of the best teachers in the country, in any discipline. Scores of financial advisors have been trained by her, including some luminaries like Subra.

She has a regular column at the Economic times.

I was honored to share the stage with her (and Subra) at the Mumbai investor workshop. She spoke about an approach to equity investing explaining the factors that drive the ROE

I am thrilled that she agreed to do a day-long workshop for investors on non-profit basis.

No prior knowledge of personal finance is necessary.

Register with your spouse, if possible. This is a chance to interact with and learn from one of the best teachers in the country.

This is a chance to interact with and learn from one of the best teachers in the country.

If you need more convincing, check out her erudite responses at Facebook group, Asan Ideas for Wealth.

The following aspects will be covered.
1. Taking charge of assets and funds.
2. Evaluating the impact of personal finance decisions
3. Maximising net worth – steps to financial freedom
4. Building a robust and diversified portfolio
5. Common mistakes investors make
6. Approach to equity investing

7. Approach to mutual fund investing (will be done by me)

Registration fee: Rs. 800 

Venue:  Senate Hall, The Infantry Hotel 66, Infantry Road, Behind Gem Plaza, Near Safina Plaza

Register for the Workshop on “Strategic Personal Finance”

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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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12 thoughts on “Investor Workshop on "Strategic Personal Finance" at Bangalore

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    MLM Consultancy & Team
    Tel: +91-8768404720, +91-9091851491.
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