590
*incl. of TaxesMistakes and Learnings from Investment Journey
3.5 Rating
Basic- English
- 227 Learners
- Date: Oct 10, 2020
- Time: 03:00 PM
- Duration: 2 Hours
Introduction
No one is born knowing how to save or to invest. Every successful investor starts with the basics, forms a plan, and is ready to stick to it. No matter how much or little money you have, the important thing is to educate yourself about your opportunities. With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. In this webinar we will learn the Mistakes and learnings while investing on behalf of clients or working with them while advising the clients.
Objective of the Webinar-
- Key investment mistakes and learning from them in last 10yrs
- Key things while investing on behalf of clients
- Key things while advising the clients/handholding them
Speaker
Amit Kumar Gupta
Amit Kumar Gupta has over a decade of experience in investment analysis and portfolio management. He was responsible for setting up the research desk at his current organization - Adroit Financial Services Pvt. Ltd. across all multiple asset classes.
In his current role, he acts as a fund manager for PMS vertical. In his previous stints, he has worked as a business consultant with leading MNCs and start-ups over diverse fields of Healthcare, Education, and Retail.
He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during traveling and talking to people.
He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from the Queensland University of Technology, Brisbane.
What You Will Learn?
- How to invest correctly?
- How to correct investment mistakes?
- How to create and implement a portfolio as per the investment strategy?
- How not to panic during drawdowns?
Materials to be shared with participants
The webinar attendees will have access to the presentation, which contains all the relevant information and insights. This will give the participants hands-on reference to the concepts and case studies discussed during the session.
How to Participate
Step 1 : Click on ‘Book Your Seat !‘ button and book your seat for the webinar.
Step 2 : You will receive an email containing a link to join the webinar.
Step 3 : Click on the same link to join 15 minutes before the start of the webinar.
Step 4 : Checksystem requirements and do necessary configuration of your headphone/speaker and system volume.
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