Workshops

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Coming Soon! A "Financial Health Check & Planning Workshop". Stay tuned

A “Financial Health Check & Planning Workshop” is coming soon! Stay tuned for updates.

Background
In India, the financial service providers’ focus on providing commission based recommendations. The financial services advisor is not bothered about providing the knowledge or the tools to their customers to help them manage their money. The problem is compounded by a majority of people who avoid money matters and do not grant it the seriousness that it deserves.

There is a huge information asymmetry in Financial Services industry where the sellers have much more information than the buyer. This lack of transparency leads to uninformed financial decisions even by educated people. Also, we have lack of user friendly measurement tool to track our money before we even can start managing our money.

Competition and active regulation has changed a lot of rules in the past few years. Examples of no entry load on Mutual Funds and the recommendations of the D Swarup Committee on doing away with commissions by 2011 come to mind. There is a unique opportunity to take advantage of these changes to manage our money in a better way.

I believe that it takes all the three components of learning, managing and investing working together and in tandem to manage your money in a holistic manner.

Workshop Goals
• Enhance the personal finance skills by improving their knowledge and behaviour towards money and facilitate individuals to make better financial decisions.
• Establishing financial goals, Learn how to do budgeting and tracking & promote automation.
• Maximize the Investments & Optimize the Insurance cover

Workshop Content
Lights!
1. Understanding Money & Principles of Money Management
Camera!
2. Playing with Numbers & Understanding Rupee Cost Averaging, Magic of Compounding
3. Asset Allocation Principles

Action!!
4. Setting up a customized spending plan
5. Activity based decision making on Insurance
6. Setting up investments in Mutual Funds, Stocks, ETF and Fixed Income Bonds.

My Profile
I have been working in the Financial Services industry for almost 20 years in various managerial positions. More About Me.

My website on personal finance http://personalfinance201.com was featured by Outlook Money in its October, 2009 issue. I am also building a software/tool to track and manage our money called RupeeManager (http://rupeemanager.com)

Stay tuned for upcoming workshops near you. Plans fast filling!!

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23 Responses to Workshops

  1. Pingback: Tweets that mention Workshops » Ranjan Varma's Blog -- Topsy.com

  2. rajivahuja says:

    Thought provoking article.Please keep it up.You are doing yeoman service by trying to eradicate financial illeratacy.

  3. Ranjan says:

    @Rajiv Thanks. Stay tuned for updates :)

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  5. Janani Barath says:

    Hey, This is great news and the need of the hour! I am really keen on attending this but cant find the details anywhere! Can you please point it out to me?

    I also hope you include an open session where we can ask questions about any financial queries we have.

  6. Ranjan says:

    @Janani Thanks. I’ll update you with details soon. Btw, where are you located?

  7. Janani Barath says:

    Bangalore :)

  8. Mukul says:

    Can you kindly update me once this workshop is ready to go live ??

    Much appreciated for the good work !!

    Thanks

    Mukul

  9. Ranjan says:

    @Mukul Thanks. I’ll update you for sure. Where are you located?

  10. Pradeep says:

    Hi Ranjan, Where are you planning this workshop? Want to attend it. Please do conduct the same in Gurgaon/Delhi. :) Rgds, Pradeep

  11. Ranjan says:

    @Pradeep. Thanks. We’ll conduct there for sure!

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  13. rajivahuja says:

    Please let me know about your financial workshop/s.I would want to attend them.

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  20. Prakash says:

    Great work Ranjan, yesterday on jet lite flight, I had seen your article on stock market basics, where you explained about P.E ratio, EPS and stock capital. I was so impressed with the article that i thought of asking the book from air hostess. Ranjan, I wann a learn about security analysis, valuation and portfolio management could you please help me out.

  21. Ranjan says:

    @Prakash Thanks. For advance stock market insights, you can check Deepak Shenoy’s capitalmind.in, Rohit Chauhan’s http://blog.rcfunds.com/, Tipblog.in

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