New Delhi DIY Investor Workshop

The second DIY investor workshop at New Delhi will be held on Nov. 8th 2015. The event will be sponsored in part by mutual fund selection and analysis portal, the thefundoo.com.

Ashal Jauhari and I, along with Sharad Singh the founder of thefundoo, will cover the basics of money management and goal-based investing.

No prior knowledge of personal finance is necessary

Register with your spouse if possible

Ashal Jauhari is a financial literacy proponent and has helped several hundreds of families manage their money better via his Facebook group Asan Ideas of Wealth.

Topics that will be covered include:
1) How to secure your financial castle from different types of emergencies

2) How to plan for and review the progress of short-term and long-term financial goals with excel-based illustrations

3) How to manage your home loan

4) How to write a will, prepare a gift deed

5) How to construct a mutual fund portfolio

6) Capital gains associated with different financial instruments

7) Aspects of investing that make a difference

In addition, there will be an extensive Q/A session with Ashal.

After registration, participants will be directed to a Google forms page. Here you can list generic questions or topics that you would like Ashal to speak about/discuss.

We would appreciate if you can register asap to give Ashal enough time to prepare.
Tickets purchased are transferable.

These workshops are not-for-profit. All expenses associated with the  event, net of sponsorship, will be equally shared by all participants via a registration fee.

Workshop date: 8th Nov. 2015

Time:  9 am to 5 pm

Venue: Hotel  Amrapali Grand, Pusa Road Circle, 2/16 East Patel Nagar, New Delhi – 110008

Ph  : 011-257 257 00 / 11

Thanks to the efforts of Ayush Mukherjee, we could get a good venue at a decent price.

Registration fee: Rs. 1000 per participant.

Register by via this link:

Register for  New Delhi DIY Investor Workshop

Support freefincal activities by buying a ticket

Even if you cannot (or perhaps don’t want to) attend these workshops, please consider supporting freefincal activities by buying a ticket to either event (they are transferable, so a friend or relative in Chennai or Pune could attend).

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Workshops at Mumbai, Hyderabad are being planned. Watch this space!

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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