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

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6 thoughts on “Financial Planning & Goal-Based Investing Workshop at Mumbai

  1. Rohan

    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

    Reply
  2. Rohan

    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

    Reply
  3. Anjani Singh

    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

    Reply
  4. Anjani Singh

    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

    Reply

Do let us know what you think about the article