Money and You - Investing Workshop by Vipin Khandelwal

An excellent space to restructure my financial investment framework. – Rakesh Ganatra, Liquid Curiosity, Bengaluru

Do you actually understand money and all things related to it?

Let’s face this fact.

You work for money. Yes, you get a salary. You buy stuff. And you make some savings.
But how do you make money work for you.

That gets compounded with too many myths and misconceptions that we have built around it. Of course, the noise in the media does not spare us too.

We make random investments guided by popularity or opinions of friends, family and relatives. They mean no harm but what is good for them is not necessarily good for you. The net result – your money fails to work for you.

What can help? An simple education that helps you understand various aspects about investing decisions and how you can take a more goal oriented approach.

And that is exactly what the Money & You Investing workshop does. It helps you optimise your financial decisions and thus the outcomes.

Remember, chasing the highest rate of return is going to lead you nowhere. You have to earn a return that works for YOU.

Myth Buster. Has been completely worth the time. –
Senthil Koman, Infosys, Bengaluru

This workshop has given clarity on many things. Many of us know many things and do not know where we are and what it takes to go where we want to go. I am one among them before the workshop and workshop has given immense clarity on these. It was like looking myself at the mirror and coming close to reality.It also gives me the chnace to relook/revisit the goals and my financial investments and plan with much more clarity.The way the template covers most of the aspects of personal finance is the key and it gives 360 degere view of one’s financial life status. Thanks a ton again.
Amrithraj K, Senior Technical Speacialist-DevOps, Phillips India, Bengaluru

You helped me get out of my fear of numbers by putting it in easy to understand concepts. For the first time I feel in control of my finances and have clarity on next steps.
Shweta Goel, JP Morgan, Bengaluru

Thanks for the workshop on Saturday. It was very insightful presentation and is going to change the way I look at my finances going forward. I am sure it will help me manage my money better and take planned financial decisions.
Sunil Pai, Software Consultant, Southeastern Grocers Inc (US), Bengaluru

Why should you come to this workshop?

At some point in your financial and investing journey, you ask the following questions.

Will I be able to reach my financial goals of education of my children and my financial freedom?
Am I over diversified? Do I have too many investments in my portfolio?
Am I saving enough?
Can I afford to spend more in experiences for my family?
How much of my money should be invested and where? Should I have more of fixed income or more of equity? Does the amount of real estate in the portfolio make sense?

Almost all answers to the above depend on two words – “plan” and “structure“.

Announcing the 2020 edition of Money and You workshop on financial planning, investing, money and mutual funds.

The Money and You workshop is about helping you build that plan and structure your portfolio in line with your needs and goals (and not your banker’s or friends/colleagues).

In this workshop, you will:

Build your own financial plan in line with your goals.
Determine your asset allocation
Check if your current investments are right for you
Move closer to having a focused investment portfolio
Take investment decisions with confidence

The workshop will also have a section on taking a structured approach to selecting mutual funds.

The “Money and You ” workshop will help you become aware of where you are today with your money and what concrete steps you should be taking to get that early retirement, fund your children’s education, set aside money for your own venture and many more decisions.

You will walk out with an actionable plan that you can immediately start putting into practice and get some quick wins.

You don’t need any prior knowledge for attending this workshop.

For best results, you may bring your own device (laptop/tablet) with Spreadsheet software to work with your own data. This will enable you to build your plan along and chart out your own asset allocation and investments.

(It’s okay if you wish to do this back home after the workshop)

Since this is an action oriented workshop which needs a lot of focus, the number of seats are limited – only 20.

So, if you are planning to change the way you look at your money and investments and make your money work for you, register now.

It will also be ideal if you join in with your spouse (if you have one). You see, it takes 2 to tango and financial decisions involve the family, so your spouse’s understanding is very important. It will also help build the necessary bridges to walk together on your financial journey.

Facilitator – Vipin Khandelwal, SEBI Registered Investment Adviser and Founder – Unovest

Workshop in Pune

Venue – Baner, Pune

Date – Saturday, Feb 22, 2020; 9:30 AM to 2 PM

Registration fee – Rs. 1,700 + taxes per seat.

CLICK HERE TO BOOK YOUR SEaTs for FEB 22, 20202 workshop

More Participant Testimonials

It was an eye opener. – Vikas Lakhanpal, American Tower Corporation, Gurgaon
Great Insights on Investments and Asset Allocation. Highly recommend it for all aspiring investors. – Sriram S, Tech Mahindra, Bengaluru
The very time I heard about the workshop, it got my interest. After the workshop, I have good idea about what can I do with my money and aware about my investment options. – Deepa Shree, NTT Data Services, Bengaluru
Highly recommend for a person who does not have any knowledge of financial planning. – Varun D, ANZ, Bengaluru
Good refresher on personal finance basics. – Vijay Jayanthi, Flipkart, Bengaluru
An excellent supplement to the blog articles. – Praveen Kumar Yellapu, IBM, Bengaluru
Very good value added. Required for every investor. – Yamparala Jayakrishna