Path to prosperity: Understanding personal finances this Diwali

10th November 2020 | 04.00 PM – 05:30 PM IST

Diwali is the time to declutter our homes as we prepare to invite prosperity in the new year. On this auspicious occasion, allow us to ring a positive note by saying that humankind has always thrived in the wake of a great crisis. History bears this out. Big rallies have followed big crises. In fact, in May 2009, the Sensex rallied over 18% in just one day. There is no doubt that these are trying times, but humanity has fought many battles earlier and not only survived, but thrived in the face of adversity. On this festival of lights, join us as our personal finance experts help us understand how to declutter our finances and move further on the path to prosperity.

Speakers

Amit Trivedi
Author, Speaker, Blogger, Trainer

Gaurav Mashruwala
Certified Financial Planner & Practioner

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

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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Certified Financial Planner and Practitioner, Gaurav Mashruwala, has a Master’s in Marketing Management from Jamnalal Bajaj Institute of Management Studies (JBIMS) after completing his graduation in commerce from Mumbai University. He also acquired a certification in Personal Finance (JBIMS) and one in Capital Market (jointly offered by Mumbai University, JBIMS and Bombay Stock Exchange).

As part of his mission to promote awareness on issues pertaining to personal finance, he regularly writes in various leading English, Gujarati and Hindi publications and shares his views as a guest/host on popular English, Hindi and Gujarati TV channels. He is often invited to speak at lectures and conduct workshops on Personal Financial Planning and Wealth Management.

His professional experience over the past two decades, coupled with his affinity for Yogic philosophy, has made him realize that most issues related to finance and wealth stem from latent emotions of fear, insecurity, anxiety, desire, greed, jealousy, etc. He accedes that unless individuals recognize these emotions, no amount of wealth can deliver financial freedom to them. Accordingly, he uses the behavioral finance and life planning route to facilitating the achievement of financial freedom.

Gaurav recounts the ancient principles that lead to enjoyment of wealth in his book ‘Yogic Wealth – The wealth that gives bliss’ (2016), and explains therein how they are relevant even today.

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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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