Report: Hyderabad Investor Workshop

The Hyderabad investor workshop was held last Sunday (28th June). Here is a report with a few photographs.

The workshop was co-ordinated by Phani Rambhatla along with his friend Vijay Shivaji Rao.

Thanks to their efforts we were able to get a four-star hotel at a pretty decent price.

Right from the day it was announced, I was filled with a sense of trepidation.  In all the workshops held so far, there were a couple of other speakers besides me. For Hyderabad, I could not find anyone who fit my requirements.

So I decided to go it alone. Therefore, the workshop was the shortest: from 10 am to 1 pm.

This time I decided to try something new: ask participants to bring laptops and try out the Excel sheets I had e-mailed them a couple of days prior to the meet.

I prefer to catch the early morning flights out, just in case. The trouble is, I need to get up by 3 am. What if I don't is a recurrent dream that I have!

Anyway, I did get up and when I reached the hotel, Phani joined me minutes later.

When we stepped into the conference room, I was pleasantly surprised to find most of the arrangements were in place. Vijay soon joined us and he deftly got the place meeting-ready.

About 42 people had registered for the meet.

I covered the following aspects:

1) benchmarks of money management

2) goal planning: need to beat inflation with returns and investment amount (Excel)

3) asset allocation and estimating net portfolio returns for goal planning (Excel)

4)  essential steps to build a robust financial castle

5) retirement planning (Excel)

6) using a financial planning sheet to estimate the total investment amount required (Excel)

7) Single portfolio vs. multiple portfolios (Excel)

8) Risk vs. returns

9) How to choose an equity mutual fund

10 ) A Q/A session

Like other workshops, there were many interesting questions throughout the talk.

Thank God my health held out.

It was a most satisfying experience. Thank you Phani, Vijay and all participants.

Like always, the participants taught me how to pitch ideas better and pace the talk, understand and respond intelligently to questions. There is a lot of scope for improvement, but I am happy to report that I am getting better.

Phani and Vijay arranged to get the talk videographed,. Thanks to several generous contributions from readers, the participants did not have to pay for this.

Will post this after the Chennai investor meet videos (hopefully the coming weekend)

Here are some photographs -thanks again to Phani.

With Phani (right) and Vijay (centre).
With Phani (right) and Vijay (centre)
hyderaba-investor-meet-3
My "whose money is it anyway?" opening slide. Getting tiresome. Need to change this.
hyderaba-investor-meet-2
Goal-based investing sheet
The participants
The participants getting ready for the session

Install Financial Freedom App! (Google Play Store)

Install Freefincal Retirement Planner App! (Google Play Store)

book-footer

Buy our New Book!

You Can Be Rich With Goal-based Investing A book by  P V Subramanyam (subramoney.com) & M Pattabiraman. Hard bound. Price: Rs. 399/- and Kindle Rs. 349/-. Read more about the book and pre-order now!
Practical advice + calculators for you to develop personalised investment solutions

Thank you for reading. You may also like

About Freefincal

Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. 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. We do not accept sponsored posts, links or guest posts request from content writers and agencies.

Blog Comment Policy

Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete  the entire comment or remove the links before approving them.

6 thoughts on “Report: Hyderabad Investor Workshop

  1. tejash patel

    Dear sir, it would be more beneficial for the peoples who are in the small towns where the seminar cant arranged, if videos of the recent seminar available by paying some price. what you say sir?

    regards,

    tejash

    Reply
  2. tejash patel

    Dear sir, it would be more beneficial for the peoples who are in the small towns where the seminar cant arranged, if videos of the recent seminar available by paying some price. what you say sir?

    regards,

    tejash

    Reply

Do let us know what you think about the article