Chennai Investor Workshop Videos – Forenoon Session

Here are the videos from the forenoon session of the Chennai investor education workshop held on 1st Nov. 2014.

Welcome Address by Srinivasan Sundaraman, MoneyKare 

Welcome Address by Srinivasan Sundaraman, MoneyKare

Key Note Address: Sunil Subramanium, Deputy CEO, Sundaram Mutual

Key Note Address: Sunil Subramanium, Deputy CEO, Sundaram Mutual

 

Goal-based investing Part 1 by Pattu

Goal-based Investing Part I by pattu

 

Goal-based investing Part 2 by Pattu

Note on part 3, the last 25 mins of my talk, could not be uploaded on youtube.  There is an issue with the conversion process. I don’t know how to overcome or get around this.

Goal-based Investing Part 2 by pattu

 

Technology Enabled Investment Solutions by Srikanth Meenakshi, FundsIndia

Technology Enabled Investment Solutions.

Equity Portfolio Construction Part 1, Balaji Vaidyanath, Sundaram Mutual

Equity Portfolio Construction Part 1

 

Equity Portfolio Construction Part 2, Balaji Vaidynath, Sundaram Mutual

Equity Portfolio Construction Part 2

Investor Workshops in other cities/workplace

If you would like to participate in similar workshops, please pre-register here.  Future workshops will be announced depending on the demand. Note that these workshops are not-for-profit. Therefore, we would need sufficient strength to pull this off.

If you would like to organize this event in your workplace, you can contact me. In terms of cost and logistics, this would be the simplest solution.


About the Author M Pattabiraman author of freefincal.comM. Pattabiraman is the co-author of two books: You can be rich too with goal based investing and Gamechanger. “Pattu” as he is popularly known, publishes unbiased, promotion-free research, analysis and holistic money management advice. Freefincal serves more than one million readers a year with numbers based analysis on topical issues and has more than a 100 free calculators on different aspects of insurance and investment analysis, including a robo advisory template for use by beginners. Contact information: freefincal {at} Gmail {dot} com He conducts free money management sessions for corporates (see details below). Previous engagements include World Bank, RBI, BHEL, Asian Paints.

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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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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)

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Updated: May 5, 2016 — 11:50 am

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