Calendar

Advanced Course (Year 2)

Move away from Point to Point - Embrace Rolling Returns
Language: English

Move away from Point to Point - Embrace Rolling Returns

Change Mindsets & Embrace Rolling Returns & Returns Bands. How does one create a negative list of schemes where an investor should not invest?  What are the filters for this?
Workshop 25
Why Hold Till Recommended Investment Horizon?
Language: English

Why Hold Till Recommended Investment Horizon?

Different schemes & different asset classes have different investment horizons. Why one should stick to the recommended horizon and beyond.
 
Workshop 26
MisterBond's Quotable Quotes
Language: English

MisterBond's Quotable Quotes

Some of my favorite quotes
Workshop 27
Negative List & Quantiative Analysis in Equity Markets
Language: English

Negative List & Quantiative Analysis in Equity Markets

Understanding Equity markets
Workshop 28
Asset Allocation - Why & How? - Part 1
Language: English

Asset Allocation - Why & How? - Part 1

What will we Achieve with Asset Allocation Strategies?
Marrying Fundamentals to Equity Investing
Workshop 29
Asset Allocation - Why & How? - Part 2
Language: English

Asset Allocation - Why & How? - Part 2

Balance between Debt & Equity
Volatility will be your friend instead of making it your enemy
Workshop 30
SIP with Exit Strategy
Language: English

SIP with Exit Strategy

SIP with Exit Strategy
Workshop 31
STP with Market Fundamentals
Language: English

STP with Market Fundamentals

STP with Market Fundamentals
Workshop 32
Objections Handling-Part 1
Language: English

Objections Handling-Part 1

Objections Handling-Part 1
Workshop 33
Objections Handling-Part 2
Language: English

Objections Handling-Part 2

Objections Handling-Part 2
Workshop 34
Objections Handling-Part 3
Language: English

Objections Handling-Part 3

Objections Handling-Part 3


 
Workshop 35
Advisors vs Direct
Language: English

Advisors vs Direct

I am going to discuss investment through Direct v/s Advisor, one of the raging topics which is being debated on Social Media like Twitter, FB and Business Papers.
Workshop 36
10 Point Mantra of MisterBond for Successful Advisory Practice - Part 1
Language: English

10 Point Mantra of MisterBond for Successful Advisory Practice - Part 1

I will share my experiences of more than 32 years in the finance markets and almost 23 years in the MF Industry (since 1995 when Private Sector MFs started becoming popular) and compare to how did I Think Hatke under various situations.
Workshop 37
10 Point Mantra of MisterBond for Successful Advisory Practice - Part 2
Language: English

10 Point Mantra of MisterBond for Successful Advisory Practice - Part 2

I will share my experiences of more than 32 years in the finance markets and almost 23 years in the MF Industry (since 1995 when Private Sector MFs started becoming popular) and compare to how did I Think Hatke under various situations.
Workshop 38
10 Point Mantra of MisterBond for Successful Advisory Practice - Part 3
Language: English

10 Point Mantra of MisterBond for Successful Advisory Practice - Part 3

I will share my experiences of more than 32 years in the finance markets and almost 23 years in the MF Industry (since 1995 when Private Sector MFs started becoming popular) and compare to how did I Think Hatke under various situations.
Workshop 39

Series on Effective Investor Communication (Year 1)

Effective Investor Communication - Part 1
Language: English | Hindi

Effective Investor Communication - Part 1

Rule of 30:30 & Importance of Pre Financial Planning Steps to protect the Income streams.
Workshop 1
Effective Investor Communication - Part 2
Language: English | Hindi

Effective Investor Communication - Part 2

Rule of 30:30 & Importance of Pre Financial Planning Steps to protect the Income streams.
Workshop 2
Importance of Financial Prudence & Impact of Inflation - Part 1
Language: English | Hindi

Importance of Financial Prudence & Impact of Inflation - Part 1

Financial Prudence at any stage in your lives & importance of taking into account impact of inflation
Workshop 3
Importance of Financial Prudence & Impact of Inflation - Part 2
Language: English | Hindi

Importance of Financial Prudence & Impact of Inflation - Part 2

Financial Prudence at any stage in your lives & importance of taking into account impact of inflation
Workshop 4
Invest For Long Term & Ride Volatility - Part 1
Language: English | Hindi

Invest For Long Term & Ride Volatility - Part 1

Importance of investing for long term, ride volatility and stay the course
Workshop 5
Invest For Long Term & Ride Volatility - Part 2
Language: English | Hindi

Invest For Long Term & Ride Volatility - Part 2

Importance of investing for long term, ride volatility and stay the course
Workshop 6
Life Journey Through Financial Planning - Part 1
Language: English | Hindi

Life Journey Through Financial Planning - Part 1

Life Journey through financial planning and retirement solutions
Workshop 7
Life Journey Through Financial Planning - Part 2
Language: English | Hindi

Life Journey Through Financial Planning - Part 2

Life Journey through financial planning and retirement solutions
Workshop 8

Series on Debt Concepts (Year 1)

Market Concepts - Part 1
Language: English

Market Concepts - Part 1

Bond market concepts simplified and demystified and understanding how debt schemes are constructed
Workshop 9
Market Concepts - Part 2
Language: English

Market Concepts - Part 2

Bond market concepts simplified and demystified and understanding how debt schemes are constructed
Workshop 10
Understanding Debt Market Risks - Part 1
Language: English

Understanding Debt Market Risks - Part 1

Understanding risks attached to investments in debt market, how to cope with different crisis arising out of defaults and downgrades
Workshop 11
Understanding Debt Market Risks - Part 2
Language: English

Understanding Debt Market Risks - Part 2

Understanding risks attached to investments in debt market, how to cope with different crisis arising out of defaults and downgrades
Workshop 12

Series on Understanding Investor Behavior & Bias (Year 1)

Investor Behavior & Biases - Part 1
Language: English

Investor Behavior & Biases - Part 1

Understanding Investor Behavior and Biases for effective communication. How to use this study to control investor emotions
Workshop 13
Investor Behavior & Biases - Part 2
Language: English

Investor Behavior & Biases - Part 2

Understanding Investor Behavior and Biases for effective communication. How to use this study to control investor emotions
Workshop 14
Investor Behavior & Biases Part II - Part 1
Language: English

Investor Behavior & Biases Part II - Part 1

Understanding different investor biases and how to anchor them for effective investor communication
Workshop 15
Investor Behavior & Biases Part II - Part 2
Language: English

Investor Behavior & Biases Part II - Part 2

Understanding different investor biases and how to anchor them for effective investor communication
Workshop 16

Series on How to Convert Investor Mind Share to Wallet Share (Year 1)

10 Ways to Think Differently - Part 1
Language: English

10 Ways to Think Differently - Part 1

What are different and effective ways of thinking to enhance your Advisory Practice?
Workshop 17
10 Ways to Think Differently - Part 2
Language: English

10 Ways to Think Differently - Part 2

What are different and effective ways of thinking to enhance your Advisory Practice?
Workshop 18
With 5 Point Mantra - Part 1
Language: English

With 5 Point Mantra - Part 1

MisterBond's 5 Point Mantra to convert MF schemes as solutions and pitch them against traditional investment instruments
Workshop 19
With 5 Point Mantra - Part 2
Language: English

With 5 Point Mantra - Part 2

MisterBond's 5 Point Mantra to convert MF schemes as solutions and pitch them against traditional investment instruments
Workshop 20
How to Conduct Effective Sales Meets - Part 1
Language: English

How to Conduct Effective Sales Meets - Part 1

How to conduct sales meets, how to prepare for these meets and how to hone soft skills for effective results
Workshop 21
How to Conduct Effective Sales Meets - Part 2
Language: English

How to Conduct Effective Sales Meets - Part 2

How to conduct sales meets, how to prepare for these meets and how to hone soft skills for effective results
Workshop 22
Secret of Science of Persuasion - Part 1
Language: English

Secret of Science of Persuasion - Part 1

Finally all of us have to persuade our clients to look to engage our services or buy our products. What are the Thumb Rules or short cuts to achieve this and how do we use these to enhance our advisory practice
Workshop 23
Secret of Science of Persuasion - Part 2
Language: English

Secret of Science of Persuasion - Part 2

Finally all of us have to persuade our clients to look to engage our services or buy our products. What are the Thumb Rules or short cuts to achieve this and how do we use these to enhance our advisory practice
Workshop 24