Report: Hyderabad Investor Workshop

Last Updated on

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)
My “whose money is it anyway?” opening slide. Getting tiresome. Need to change this.
Goal-based investing sheet
The participants
The participants getting ready for the session
Do share if you found this useful

About the Author M Pattabiraman author of freefincal.comM. Pattabiraman(PhD) is the author and owner of  He is an associate professor at the Indian Institute of Technology, Madras since Aug 2006. Pattu” as he is popularly known, has co-authored two print-books, You can be rich too with goal based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management.  He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice. Pattu publishes unbiased, promotion-free research, analysis and holistic money management advice. Freefincal serves more than one million readers a year (2.5 million page views) with numbers based analysis on topical issues and has more than a 100 free calculators on different aspects of insurance and investment analysis. He conducts free money management sessions for corporates  and associations(see details below). Previous engagements include World Bank, RBI, BHEL, Asian Paints, TamilNadu Investors Association etc. Contact information: freefincal {at} Gmail {dot} com (sponsored posts or paid collaborations will not be entertained)
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

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.

Do check out my books

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

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover 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)

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.


  1. 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?



  2. 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?



Leave a Reply

Your email address will not be published. Required fields are marked *