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Personal finance during unprecedented Times

unwiredcp2021-03-18T06:39:05+00:00

4th September 2020 | 11.30 AM – 01:00 PM IST

During this unprecedented time of the Corona virus pandemic, financial concerns have become paramount amongst people, second only to health & life.

In the financial markets, investors hate uncertainty. It is during the uncertain periods that pricing of assets becomes difficult, which negatively impacts the market prices of securities (investment products). History and the fundamental theory suggest that when things return to normal, the fear goes away, and markets bring the prices to the normal levels. How long that would take, however, involves Crystal Ball gazing

  • Investors have been viewing their portfolios with anxiety as the stock market swings violently back and forth;
  • they are uncertain about how much money to keep as liquid cash and whether their emergency funds will be adequate to see them through this period.
  • Queries on health and life insurance as well as loans and debt are also rampant.
  • Lastly, there are fears that jobs may be lost or pay cuts may ensue and these outcomes will set them back financially.

Ongoing lockdown / intermittent open & shut is a new normal in our lives. As the country and world fights with COVID crisis by staying indoors following social distancing & personal hygiene.

  • The spending habits of household undergoing a change.
  • Little opportunity to spend except for necessities.
  • Discretionary expenses as said has become truly discretionary, keeping all the discretionary expenses to back burner.
  • Family conversations around money . relooking at personal financial goals.

Lessons learnt were many, some consciously and some with all the difficulties.

  • Focus on conserving the cash to deal with the loss of income etc
  • Working eliminating debt, more so high cost debt
  • Learning something new of steering clear of pitfalls

The Economic Times Money Gurukul brings together industry leaders and personal finance gurus to show us all a way forward through this new normal. This initiative will help you get a better understanding of how to use credit responsibly, manage money, minimize financial risks, accumulate wealth, and derive the long-term benefits of savings.


Speakers

Amit Trivedi
Author, Speaker, Blogger, Trainer

More than 26 years of professional experience in capital markets.

As a trainer, trained more than 83,000 participants through 1,292 workshops (for mutual fund distributors, CFPs and regulators; as well as for investors) across 130 different locations across the country.

Written articles for mainstream media, e.g. Times of India, Business Standard, Outlook Money, Mumbai Samachar, Mid-day (Gujarati edition), www.moneycontrol.com, www.morningstar.in, and www.bloombergquint.com. Published 723 articles.

He has authored four books 1. “Riding The Roller Coaster – Lessons From Financial Market Cycles We Repeatedly Forget”. The book is available in three languages, viz. English, Gujarati and Hindi. 2. “Personal Finance Lessons from the ICU” 3. “The Whole Thing Is That Ki Bhaiya Sabse Bada Rupaiya – Personal finance lessons from Bollywood”. The book is available in two languages, viz. English, and Gujarati. 4. “Investories – Anecdotes from the financial world”

He has also co-authored a book “Immunize Your Financial Health” along with six other authors.
All the books are published by TV18 Broadcast Ltd, a CNBC group company.

Done extensive work in the area of investor education along with SEBI, NISM and various Asset Management Companies. Involved in various projects with NISM including development of certification programs for the intermediaries.

Website: www.amittrivedi.in
Twitter: @KarmayogKnowleg

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K S Rao
Senior Vice President & Head – Investor Education & Distribution Development
Aditya Birla Sun Life AMC Ltd.

K S Rao is Head- Investor Education and Distribution Development at Aditya Birla Sun Life AMC Ltd. Mr. Rao in his current role as Head – Investor Education and Distribution Development, leads the organization’s effort towards the investor education, distribution development.

Ms. Rao has spent over two decades in the Mutual Fund Industry. Prior to joining Birla, Mr Rao has worked with UTI Mutual Fund. In UTI, Rao has worked across the disciplines including sales and distribution, marketing, product, strategy and business development.

Mr Rao has taken Financial Literacy and Investor Education as a mission and reaching out to various segments across the geographies with innovative ideas to inculcate savings a habit. He is instrumental in developing innovative initiatives like Nivesh Mahakumbh, Fauji Nivesh, Nivesh Abhiyaan, Fiscal Fitness workshops for corporate, digital initiatives – Investor Hangouts, smart selfie, mutual fund assist to name a few. He was also instrumental in developing modules like – My First Investments, Money Lab, My First Finance lessons, My First Pay Cheque & Samriddhi to reach out to few lakhs of investors.

These initiatives helped his fund house to win many more accolades and awards in India & abroad like the best of the best fund house in Investor Education from Asia Asset Management & Innovative approach to Investor Education from Outlook Money. He is working closely with many of educational institutions, universities and media partners. During the last five years, Mr Rao and team conducted over 5000+ out-reach programs under “ Jaanoge Tabhi Toh Maanoge “ banner and reached out to few lakhs of investors with various initiatives under his leadership. He is also a member of Various Committees in NISM (National Institute of Securities Market)

An alumnus of IIM – Calcutta. Rao is an MBA Finance, Chartered Wealth Manager (American Academy of Financial Management), and Post graduate diplomas in Portfolio Management & International Business and graduated in Dairy Technology.

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  • About Us
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    • Upcoming Webinars
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  • Masterclass
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Contact Us

  • Address:: Lotus Corporate Park, 19th floor – 1902 and 1901, G – Wing, Off Western Express Highway, Geetanjali Railway Colony, Laxmi Nagar, Goregaon (East), Mumbai – 400063
  • Email:: etunwired@et-edge.com

Recent Webinar

Modernizing Data Management

As organizations realize the benefits of digital and cloud transformation, it has resulted in a further increase in pace... read more

Unlock And Scale

There is no better approach to solving challenges than the famous saying “two heads are better than one. Harnessing the... read more

Innovation stories of India

read more