Report: Hyderabad Investor Workshop

Published: June 30, 2015 at 6:51 am

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

Join our 1500+ Facebook Group on Portfolio Management! Losing sleep over the market crash? Don't! You can now reduce fear, doubt and uncertainty while investing for your financial goals! Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community. The 1st lecture is free! Did you miss out on the lockdown discount? You can still avail it! Follow instructions in the above link!

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
Do share if you found this useful
Share your thoughts on this topic at the  Reddit freefincal_user_forum

Reach your financial goals like a pro! Join our 1600+ Facebook Group on Portfolio Management! You can now reduce fear, doubt and uncertainty while investing for your financial goals! Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community. The 1st lecture is free!
Want to check if the market is overvalued or undervalued? Use our market valuation tool (will work with any index!) or you buy the new Tactical Buy/Sell timing tool!
About the Author Pattabiraman editor freefincalM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Twitter or Linkedin Pattabiraman 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. He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com
About freefincal & its content policy Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. We operate in a non-profit manner. All revenue is used only for expenses and for the future growth of the site. Follow us on Google News Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any kind of paid articles, promotions or PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
Connect with us on social media
Our publications

You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingPublished by CNBC TV18, this 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 Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis 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

Your Ultimate Guide to Travel

Travel-Training-Kit-Cover-new 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 Rs 199 (instant download)
Free android apps