Learn how to pick better funds, avoid costly mistakes, improve your current portfolio, and track performance the right way (XIRR, not just CAGR).
Join us online on 15 Nov 2025 • 4:00 PM
Learn the difference between CAGR and XIRR - most investors follow the wrong number.
Compare your portfolio with the right benchmark using XIRR, not misleading CAGR charts.
Get access to our family‑level portfolio tracker, included for all participants.
Understand the science of portfolio construction - beyond past performance.
Find the sweet spot between under‑activity and over‑churn; know when to rebalance.
Spot red flags and use tools that protect you from bad advice.
Assistant Vice President, Finnovate • Certified Financial Planner
Set clear objectives, pick signals over headlines, and define what to ignore.
Measure what matters using XIRR with simple examples and a quick template.
Understand consistency, drawdowns, category context, and how to read factsheets fast.
Refresh, stretch, and be back for the hands‑on part.
See the tracker in action, review real portfolios, and learn what to tweak and when.
Ask anything, set your review cadence, and take home the checklist.
Busy workweeks, calm investing. Build a simple plan you can actually follow.
Turn variable cash flows into a disciplined SIP + review routine.
Agree on goals, track together, and review without stress.
Already investing? Learn smarter benchmarking and rebalancing rules.
Clear, practical, and calm. I finally know my actual returns.
No fluff. The checklist saves me time every quarter.
The tracker made our family reviews simple. Totally worth it.
Good examples, straight answers, solid Q&A.
Finally understood XIRR. I changed two funds the next day.
Short, sharp, and useful. The SIP sizing rule is gold.
No sales pitch. Just a clean system I can follow.
The factsheet decoder was the highlight. 3 minutes and done.
I stopped chasing the “best fund”. My plan finally feels calm.
Worth it for the quarterly checklist alone.
Best 3 hours I’ve spent on my finances this year.
Explained like a friend would. No jargon, just steps.
The benchmark part was eye‑opening. I fixed my comparisons.
Templates are simple enough that I’ll actually use them.
Walked in confused, walked out with a plan.
The SIP sizing rule alone made it worth it.
Case studies made everything click for me.
Zero hype, just a solid way to invest.
Wish I had this five years ago.
Clear, practical, and calm. I finally know my actual returns.
2-hour live Zoom workshop • Portfolio tracker + checklist included.
When: Saturday, 15 Nov 2025 • 4:00 pm – 6:00 pm
Where: Live on Zoom (link via email after payment)
You’ll receive a confirmation email with entry details and the tracker link.
Want to understand more in detail? Share your details and we’ll hold a seat and send the payment link.
Yes. We start from basics and move to practical steps. No prior knowledge needed.
No. There is no recording. You’ll get a takeaway checklist and access to the tracker.
Money‑back guarantee: If you feel the session didn’t add value to your financial knowledge, we’ll refund your entry fee.
Your current mutual fund portfolio statement (e.g., a CAMS consolidated statement) and, most importantly, your questions.
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.
This is an online Zoom workshop. Joining link will be emailed after payment.