Announcing – Money and You Workshop in Mumbai

I am glad to announce my next workshop and first one in Mumbai after Gurgaon and Pune. What can you expect?

How to build a winning mutual fund portfolio for you?

There are more than 500 mutual fund schemes in India. They come in a variety of investment styles, investment objectives and options. In fact, the total number of mutual fund options that you have to choose from turn out to be more than 3000. It’s baffling.

How do you go about choosing the best ones for your portfolio that will help you meet your goals?

There are many more questions:

1. How should you shortlist the mutual funds for your portfolio?
2. How to read a factsheet?
3. How much weightage should be given to flexi caps, large caps, mid caps or small caps?
4. What is the risk in mutual funds? Can you lose money in mutual funds?
5. When should you book profits from mutual funds?
6. When should you rebalance your portfolio?
7. When should you change your fund?
8. What will be the tax implications in mutual funds, both debt and equity?
9. Can you invest in ELSS funds even if you don’t need tax savings?
10. What is the alternative to a Bank FD?

The “Money and You” workshop is the place where these questions will be discussed and you can expect a direction to find your answers.

Format

This is a workshop and not a lecture or presentation. Active participation is encouraged so that you learn while doing. Expect some fun, interaction and learning, all combined.

After this workshop, you should feel more confident of investing in mutual funds as also know how you can yourself select the best mutual funds for your investments.

Venue & Time

Closed.

Fee & Registration:

Closed.