Introduction to Model Portfolio

How to build a model portfolio based on your risk appetite?

Speaker: Venkat B.

In this session we shall discuss following:

1. Wealth Building Formula & Foundation of personal Finances

2. Different pieces of the Personal Financial Strategy/Puzzle

3. Financial & Investment Basics & Concepts

4. What is a Model Portfolio?

Topics to research/explore one’s own investment risk profile, tolerance & style.

This is a very high level discussion on the topic.

Prerequisite: Urge and desire to learn

Presentation material will be made available.

Who can attend?

Anyone who wants to learn basics of Personal financial Planning/Investing and looking for content to structure a self-learning journey.

What to expect during session?

Introduction to the topic. Depending on the response/interest level/ feedback we may consider a full session on the topic.

Do we need any specific service or software to implement this strategy?

No.