Financial Planning & Goal-Based Investing Workshop at Mumbai

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

Date: Feb 1st 2015

Time: 9 am to 4pm

Venue:  Hotel City Point, Khodadad Circle, Dadar T.T, Mumbai

Topics to be covered:

  • financial planning
  • goal-based investing
  • direct equity investing and ways of stock selection
  • mutual fund selection and analysis
  • goal tracking and portfolio management.

The event is partly sponsored by thefundoo.com

Speakers: 

1) Pattu – freefincal.com

2) Uma Shashikant – Director CIEL (Centre for Investment Education and Learning)

3) P V Subramanyam -subramoney.com

4) Sharad Singh – founder, thefundoo.com

A  Q&A session is also planned. Do Attend with your spouse if possible.

I would urge those in Pune to attend as well. The venue is easily accessible for those who are traveling from outside Mumbai.

Registration

This is a ‘not-for-profit’ event. All organization costs such as hall rent, breakfast, lunch, evening tea and audio visual arrangements and my travel will be shared equally by all participants. My sincere thanks to Mr. Sundaram Ananthakrishan who toiled hard to make all necessary arrangements.

Registration fee: Rs. 750 per person 

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

You can also register via the DoAttend event page

Please do share this post ink with your social contacts and colleagues.


About the Author M Pattabiraman author of freefincal.comM. Pattabiraman is the co-author of two books: You can be rich too with goal based investing and Gamechanger. “Pattu” as he is popularly known, publishes unbiased, promotion-free research, analysis and holistic money management advice. Freefincal serves more than one million readers a year with numbers based analysis on topical issues and has more than a 100 free calculators on different aspects of insurance and investment analysis, including a robo advisory template for use by beginners. Contact information: freefincal {at} Gmail {dot} com He conducts free money management sessions for corporates (see details below). Previous engagements include World Bank, RBI, BHEL, Asian Paints.

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You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingMy first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now.  It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You WantGamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantMy second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a young earner

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Updated: September 3, 2018 — 7:36 pm

6 Comments

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  1. Hi Pattu,

    Done.. Registered.. getting my fiancee along as well for the event, love your articles, kudos for the efforts you make.

    Am a 25 year old on a journey like you are to financial freedom, its been good 18 months and thanks to people like you, subra, prof bakshi. i feel a quiet sense of confidence that i will be free sooner than later.

    Looking forward to meet you in person..

    Regards,
    Rohan

  2. Hi Pattu,

    Done.. Registered.. getting my fiancee along as well for the event, love your articles, kudos for the efforts you make.

    Am a 25 year old on a journey like you are to financial freedom, its been good 18 months and thanks to people like you, subra, prof bakshi. i feel a quiet sense of confidence that i will be free sooner than later.

    Looking forward to meet you in person..

    Regards,
    Rohan

  3. Hi Pattu,

    I could not attend the Mumbai session. Any plans for Pune or Mumbai in future so that people like me get a chance to attend the session.

    REgards,
    Anjani

  4. Hi Pattu,

    I could not attend the Mumbai session. Any plans for Pune or Mumbai in future so that people like me get a chance to attend the session.

    REgards,
    Anjani

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