The Economic Times Money Gurukul - Retirement planning - ET Unwired: Reimagining Business

The Economic Times Money Gurukul – Retirement planning

unwiredcp2021-03-18T06:28:29+00:00

25th September 2020 | 04.00 PM – 05:30 PM IST

If you look at our world – you will notice it is unpredictable. Before 2020, could you have imagined that a virus could shut down the whole world? It disrupted economies, impacted growth, caused countless businesses to permanently close down and sharply increased the unemployment rate. It depleted savings, increased personal debt, deflated portfolios and drastically affected life especially for the retired.

This is not the first time an unexpected event has disrupted life. In 2008, the global recession had a similar effect on the economy, people, lifestyles and retirement funds. Probably current crisis making most of us to think and plan for retirement holistically.

Why should this matter to you?

Will starting early really make a difference?

How to plan for retiring rich? What is mindful retirement?

What are the stages of retirement planning one should focus? What is the right asset allocation for each of the stages?

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

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.

Kiran Telang
Certified Financial Planner

Kiran Telang is a CERTIFIED FINANCIAL PLANNER^CM and is registered as an Investment Adviser with SEBI. She is also a founder member of The Financial Planners’ Guild, India which works towards promoting financial planning profession in India and betterment of the financial planning professionals. Kiran is also a member of the Financial Planning Association, U.S.A and registered as a life planner with Kinder Institute of Life Planning, U.S.A

Kiran started her career in the world of finance in 1998 with the erstwhile Bank of Madura and then moved to Axis Bank. She worked in various capacities in branch banking. She started working independently as a personal finance professional since 2006. She founded her firm ABT Capital Advisors in 2007 and in 2014 she co-founded Dhanayush Capital Advisors Pvt Ltd.

Kiran has vast experience in dealing with the money issues of people. She has gained tremendous goodwill and trust of her clients by working to help them achieve their financial goals and simplifying their financial lives.

Kiran is a management graduate from MET Institute of Management, University of Mumbai. Kiran contributes regularly on personal finance topics to various leading newspapers and finance portals including Business Standard, Indian Express, Business Bhaskar and Moneycontrol. She is also quoted across leading media in the area of personal finance. She has been called as subject expert in TV shows on Zee Business ‘Money Matters for Women’ and ‘MoneyGuru’.

P V Subramanyam
Chartered Accountant

Mr. P V Subramanyam, and his blog has a million visitors. By Prefession he is a Chartered Accountant . He understand numbers and I love to tell stories. For the first 17 years of my career he spent time number crunching, first as an auditor, then as an equity broker, mutual fund advisor, corporate finance advisor…you get the gist. Then he realized that numbers meant more when told with a story. So he started telling stories and spreading knowledge with these stories. That kick-started his second career as a trainer, educator and author and he has been at it for 19 years now.

As a professional trainer, he train a lot of people – corporate employees, promoters, non-finance managers, fund managers, entrepreneurs, life insurance agents, journalists, PR agencies and anyone who wants to learn. His style is simple – he tell stories of real people and real experiences and that breaks down complicated topics into easy to understand lessons.

As an author and educator, he writes books, conduct workshops, write columns in leading newspapers and appear as an expert speaker on business channels.