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Two day workshop on Mutual Fund Investing & Financial Planning

Sat, 18 Jan 2020 9:30AM - Sun, 19 Jan 2020 5:30PM
Rs 11800
583 people viewed this event.
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Take active participation in the extensive 2-day training program on mutual funds. This program encourages participants to empower themselves with the requisite knowledge and the latest tools & techniques essential to determine the right scheme to invest in.

The session also covers the importance of financial planning centered around insurance and tax planning. It throws light on effective financial planning methods enabling a financially independent retired life.


Learning outcome:

  • This program assists you in self-planning with financial and investment products.
  • Learning about which investment products to choose & how to choose (choosing debt instruments, choosing stocks, choosing mutual fund schemes, choosing insurance plans & so on); which to strictly avoid;
  • How to benefit from the power of compounding; understanding future inflation and interest rate scenario; event-based planning; how to segregate financial goals and financial risks;
  • Pre-closing long-term loans;
  • Choosing tax planning instruments;
  • Early retirement ideas; how much retirement corpus you actually need;
  • Whether to use the assistance of financial advisors or not (the pros and cons of advisors presence for your investment management)
  • Can learn in privacy entering your own financial data into the templates shared and learn financial planning on your own in a live environment



  • Self-help templates and certain useful data would be given to the participants before the commencement of workshop at the venue on pen drives which can be copied
  • Participants would be taught planning their own finances live using audio/video presentation mode



  • Participants are encouraged to bring their charged laptops to the workshop.
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About Speaker

About Speaker



Professor, Trainer, Author, Columnist

Mr Balaji, 52 years, has three post-graduate degrees and a research scholar, comes with a rich experience of 31 years out of which he has worked 18 years in the financial services industry and 8 years in academics. He has passionately involved in imparting informed investing knowledge through his lectures and writings.

He has authored seven books related to financial markets and wealth management since 2010 and is also a columnist for The Hindu newspaper and The Finapolis monthly magazine (has written over 300 articles).

As a visiting professor he regularly teaches Financial Markets & Wealth Management subjects at reputed B-Schools such as Christ University, Jain University, ISME, SIMS; he is retained as a resource person by reputed asset management companies (HDFC Mutual Fund, ICICI Pru Mutual Fund, Aditya Birla SL Mutual Fund) and insurance companies (ICICI Pru Life Insurance) for whom he conducts various training programs related to financial markets, investor engagement sessions and advisory skills (conducted over 300 sessions since Oct 2015).

He also appears on television and radio on the invitation. He is the founder/promoter of Sapien Knowledge Ventures, Director Portfolio Management at Phundo Fintech India Pvt. Ltd. and Program Director at Stock Market Institute


Map & Directions

Map & Directions
Ithaca - The Chancery Pavilion Chancery Pavilion, 135, Shanthala Nagar, Ashok Nagar, Residency Road, Bangalore 560001
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EventsHigh Specials, mutual funds, financial planning, self help, courses, Stock Market Institute, startup and entrepreneurship, classes and workshops, tech workshops,