LIVE ZOOM WEBINAR

Build Wealth with Mutual Funds

Learn how to build a strong mutual fund portfolio, keep it balanced through market ups and downs, and protect it from common investing mistakes.

Know your real returns Stop misreading CAGR; calculate XIRR with confidence.

Goal-first, not fund-first Build a simple rule-based portfolio you can actually follow.

Review without panic Quarterly checklist to rebalance without over-churning.

Pick a date to continue

Sat, 28th Feb 2026

Live on Zoom

4:00–6:00 PM IST

Tracker + checklist included

Money-back guarantee if the session doesn’t add value to how you invest.

As featured in

Countdown to Workshop

Join us online on 28th Feb 2026 • 4:00 PM

Live · 4:00–6:00 PM IST

Why you shouldn’t miss this

Track returns the right way

Learn the difference between CAGR and XIRR - most investors follow the wrong number.

Benchmark smartly

Compare your portfolio with the right benchmark using XIRR, not misleading CAGR charts.

Complimentary family tracker

Get access to our family‑level portfolio tracker, included for all participants.

Build a resilient portfolio

Understand the science of portfolio construction - beyond past performance.

Act with balance

Find the sweet spot between under‑activity and over‑churn; know when to rebalance.

Avoid mis‑selling

Spot red flags and use tools that protect you from bad advice.

Speaker

Vandana Manwani

Senior Manager – Wealth Advisory, Finnovate • Certified Financial Planner and Inter CA

8+ years

₹500 Cr+ AUM

5,000+ trained

8+ years of Experience across accounting, audit, taxation, and wealth management
Specializes in goal-based financial planning, tax optimization, and retirement planning
Provides investment advisory aligned with long-term financial goals
Has guided individuals and families in building disciplined, structured financial plans

What you’ll walk out with

1

A clear blueprint of your ideal mutual fund portfolio.
2

A personalised asset allocation direction for your goals.
3

A simple method to track your true returns (XIRR) the right way.
4

A step-by-step plan to diagnose, declutter, and redesign your existing investments.

Agenda

Mutual fund myths that hurt returns

Spot the common traps that quietly drag performance.

The ARC Formula for long-term wealth

Align assets, risk, and cadence for compounding that sticks.

Asset allocation frameworks for every age

Pick an age-appropriate mix without overthinking categories.

How professionals pick the right funds

See the shortlisting process and what really matters.

Simple ratio checklist to evaluate MFs

Use a quick ratio scan instead of chasing star ratings.

Build a 6–8 fund, low-overlap MF portfolio

Construct a lean, diversified set without duplication.

Track returns with XIRR (not CAGR)

Measure what matters and benchmark correctly.

When to review and rebalance your portfolio

Set triggers instead of reacting to headlines.

Diagnose, declutter, and redesign your MF plan

Clean up overlaps, plug gaps, and leave with a simpler plan.

When & Where

Date & Time

Saturday, 28th Feb 2026
4:00 pm – 6:00 pm

Add to Calendar

How to Join

Live on Zoom

Meeting link will be emailed immediately after payment and again 1 hour before the session.

Get Access

Who is this for

Professionals

Busy workweeks, calm investing. Build a simple plan you can actually follow.

Business Owners

Turn variable cash flows into a disciplined SIP + review routine.

Families (joint decisions makers)

Agree on goals, track together, and review without stress.

Enthusiasts

Already investing? Learn smarter benchmarking and rebalancing rules.

What past attendees say

@anish

Pune

Clear, practical, and calm. I finally know my actual returns.

@radhika

Mumbai

No fluff. The checklist saves me time every quarter.

@mehul

Nashik

The tracker made our family reviews simple. Totally worth it.

@shruti

Pune

Good examples, straight answers, solid Q&A.

@arjun

Bengaluru

Finally understood XIRR. I changed two funds the next day.

@neha

Pune

Short, sharp, and useful. The SIP sizing rule is gold.

@sameer

Hyderabad

No sales pitch. Just a clean system I can follow.

@kavya

Delhi

The factsheet decoder was the highlight. 3 minutes and done.

@rohit

Pune

I stopped chasing the “best fund”. My plan finally feels calm.

@anita

Mumbai

Worth it for the quarterly checklist alone.

@vivek

Pune

Best 3 hours I’ve spent on my finances this year.

@saloni

Ahmedabad

Explained like a friend would. No jargon, just steps.

@rahul

Thane

The benchmark part was eye‑opening. I fixed my comparisons.

@ishita

Pune

Templates are simple enough that I’ll actually use them.

@aditya

Bengaluru

Walked in confused, walked out with a plan.

@mansi

Pune

The SIP sizing rule alone made it worth it.

@sumit

Nagpur

Case studies made everything click for me.

@pooja

Pune

Zero hype, just a solid way to invest.

@santosh

Nashik

Wish I had this five years ago.

@anish

Pune

Clear, practical, and calm. I finally know my actual returns.

Pricing

Single Access Pass

₹299

2-hour live Zoom workshop • Portfolio tracker + checklist included.

Join from anywhere - limited to live attendees only.
Take-home toolkit: tracker template, review checklist, key slides.
All questions answered during the dedicated Q&A block.

Pay & Register Need help?

Secure your seat

When: Saturday, 28th Feb 2026 • 4:00 pm – 6:00 pm

Where: Live on Zoom (link via email after payment)

Pay & Register Call: +91 91369 81638 Email support

You’ll receive a confirmation email with entry details and the tracker link.

FAQs

Is this beginner‑friendly?

Yes. We start from basics and move to practical steps. No prior knowledge needed.

Will there be a recording?

No. There is no recording. You’ll get a takeaway checklist and access to the tracker.

Refund policy

wealth‑back guarantee: If you feel the session didn’t add value to your financial knowledge, we’ll refund your entry fee.

What should I bring?

Your current mutual fund portfolio statement (e.g., a CAMS consolidated statement) and, most importantly, your questions.

How would an experienced investor benefit?

We cover issues even seasoned investors face: balancing under‑activity vs over‑churn, clear rebalancing criteria, and benchmarking your portfolio the right way using XIRR (not just CAGR). You’ll leave with tools to measure, compare, and decide with confidence.

Venue updates

This is an online Zoom workshop. Joining link will be emailed after payment.