Last Updated on August 3, 2016
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.




We now publish both equity fund and debt fund (+ hybrid fund) screeners each month!
Use our Robo-advisory Excel Template for a start-to-finish financial plan! Now with a new demo video! ⇐ More than 415 investors and advisors use this!
Unlock the secrets of successful financial advisors and entrepreneurs with our new course!
My new book for kids: “Chinchu gets a superpower!” is now available!


Must-read book even for adults! This is something that every parent should teach their kids right from their young age. The importance of money management and decision making based on their wants and needs. Very nicely written in simple terms. - Arun.Buy the book: Chinchu gets a superpower for your child!
How to profit from content writing: Our new ebook for those interested in getting side income via content writing. It is available at a 50% discount for Rs. 500 only!
Join our courses in exclusive Facebook Groups!
- 550+ members are now part of our new course: How to get people to pay for your skills! (watch 1st lecture for free). Learn how to get people to pay for your skills! Whether you are a professional or small business owner who wants more clients via online visibility or a salaried person wanting a side income or passive income, we will show how to achieve by showcasing your skills and building a community that trusts you and pays you!
- Goal-based portfolio management! Join 2220+ members and get clarity on how to plan for your goals and achieve the necessary corpus no matter what the market condition is!! Watch the first lecture for free! One-time payment of Rs. 3000 only. No recurring fees! Life-long access to videos (10+ hours content) in an exclusive Facebook Group! Reduce fear, uncertainty and doubt while investing! Learn how to plan for your goals before and after retirement with confidence.
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!
We publish mutual fund screeners and momentum, low volatility stock screeners .every month.
About the Author

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. 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 paid articles, promotions, 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
- Twitter @freefincal
- Subscribe to our Youtube Videos
- Posts feed via Feedburner.
Our publications
You Can Be Rich Too with Goal-Based Investing

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

Your Ultimate Guide to Travel

Free android apps
- All calculators from our book, “You can be Rich Too” are now available on Google Play!
- Install the Financial Freedom App! (Google Play Store)
- Install Freefincal Retirement Planner App! (Google Play Store)
- Find out if you have enough to say "goodbye" to your employer (Google Play Store)