Chennai Investor Meet Updates

Details of the investor meet planned at Chennai:

 Date: 1st Nov. 2014

Venue: CPR Convention Centre, Alwarpet, Chennai

Agenda: (click to enlarge)

Final-agenda

My talk will cover  tenets of financial planning, goal-based investing, mutual fund analysis, basic of portfolio management etc.

The event will be partly sponsored by: Sundaram Mutual Fund

Registration Fee: Rs. 500 per participant. 

Please Confirm your Registration: 

I have sent an email yesterday to those who have registered earlier.  Request them to confirm their participation asap. This will help us make suitable preparations.

If  you would like to register now send me an email right away or use this contact form

Note that  it has to be a confirmed participation since we will have to freeze other arrangements.

The event is jointly organised by Srinivasan Sundararaman of  MoneyKare, Wealth Managers, and myself.

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)

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12 thoughts on “Chennai Investor Meet Updates

  1. Sir,

    Best of luck for your upcoming Investor Education Program.

    I am an IFA and have been reading your blogs since last one month or so. I have started using few of your calculators. Hats off to you sir for designing such wonderful calculators.

    I don’t know whether you have done an article on dividend yield analysis of balanced funds. If so, please let me know or else I would like you to do an article on the same. HDFC Prudence Fund – Dividend Plan has given consistent yield of more than 10.90% in last 10 years with average yield since 1999 being 11.99%. If you can design a calculator for the same, I will be highly obliged.

  2. Sir,

    Best of luck for your upcoming Investor Education Program.

    I am an IFA and have been reading your blogs since last one month or so. I have started using few of your calculators. Hats off to you sir for designing such wonderful calculators.

    I don’t know whether you have done an article on dividend yield analysis of balanced funds. If so, please let me know or else I would like you to do an article on the same. HDFC Prudence Fund – Dividend Plan has given consistent yield of more than 10.90% in last 10 years with average yield since 1999 being 11.99%. If you can design a calculator for the same, I will be highly obliged.

  3. Best of Luck Mr. Pattu, If I am not wrong this is your first live session among public? I am excited to hear the experience post session from you. Go rock them!

  4. Best of Luck Mr. Pattu, If I am not wrong this is your first live session among public? I am excited to hear the experience post session from you. Go rock them!

Comments are closed.