The New Delhi edition of Investor Workshop on Financial Planning and Goal-based Investing will be held on 15th March, 2015. This is the fourth workshop in the series after Chennai (Nov 2014), Bangalore (Dec. 2014) and Mumbai (Feb 2015).
The workshop will cover basic aspects of
- financial planning
- goal-based investing and tracking
- direct equity investing and ways of stock selection
- mutual fund selection and understanding volatility
- portfolio management
The event is part-sponsored by Quantum Mutual Fund and is made possible, thanks to efforts of Captain A. K. Anand.
Speakers: Yours truly, a senior representative from Quantum Mutual Fund and Abhijeet Dongre, founder and CEO of Eqax.com
Registration fee: Rs. 510. Do register with your spouse if possible.
As always the workshop is not-for-profit and the registration fee covers only the organization expenses.
Venue:
ICC Conference Hall,
New Delhi YMCA tourist hotel
1, Jai Singh Road, Jantar Mantar Marg
New Delhi, New Delhi
India
Please register with the screen below or from the registration page
If you have friends or relatives in Delhi who you think could benefit from this workshop, please forward this link to them.
❖
About the Author
M. 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.Content Policy
Freefincal has original unbiased, conflict-of-interest-free, topical reports, reviews, commentary and analysis on all aspects of personal finance like mutual funds, stocks, insurance etc. All guest authors and contributors to the site also do not have any conflict of interest. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. No promotional content. We do not accept sponsored posts and link exchange requests from content writers and agencies. This is our privacy policy Our website is non-profit in nature. The revenue from the advertisement will only be used for hosting charges, domain registration charges, specific plugins necessary for traffic growth and analytics services for search engine optimisation.Create a "from start to finish" financial plan with this unique open-source robo advisory software template
Don't like ads but want to support the site? Subscribe to the ad-free newsletter!
You will get the full post-ad-free delivered to your inbox for Rs. 3000 a year. Follow this link to read the terms and sign up!
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)
Connect with us on social media
- Twitter @freefincal
- Subscribe to our Youtube Videos
- Posts feed via: Feedburner
Do check out my books
You Can Be Rich Too with Goal-Based Investing
My 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 Want
My 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 earnerThe ultimate guide to travel by Pranav Surya
This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for ₹199 (instant download)Free Apps for your Android Phone
All calculators from our book, “You can be Rich Too” are now available on Google Play!Install Financial Freedom App! (Google Play Store)
Install Freefincal Retirement Planner App! (Google Play Store)
Find out if you have enough to say "FU" to your employer (Google Play Store)
Hi Pattu Sir,
You people are doing great work. Do you have any plan for Hyderabad workshop? I have never attend such work and would love to meet you guys and learn a lot from such events. Kindly plan something in future if possible in Hyderabad….:)
Hi Santanu, Hyderabad is on the cards. Will plan this after finishing the Delhi meet. Thanks.
Hi Pattu Sir,
You people are doing great work. Do you have any plan for Hyderabad workshop? I have never attend such work and would love to meet you guys and learn a lot from such events. Kindly plan something in future if possible in Hyderabad….:)
Hi Santanu, Hyderabad is on the cards. Will plan this after finishing the Delhi meet. Thanks.
Hello Sir, Anytime coming to Pune?
Hello Sir, Anytime coming to Pune?
Will arrange for this soon. Thanks.
Will arrange for this soon. Thanks.
Sir can you tell me when can we arrange in Pune ? I am eager to help you in arranging in Pune
Sir can you tell me when can we arrange in Pune ? I am eager to help you in arranging in Pune