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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