CFA Society India
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CFA Society India, registered as Indian Association of Investment Professionals under Section 8 of Companies Act 2013, is a company limited by guarantee. Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We promote ethical and professional standards within the investment..
CFA Society India
1y ago
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The post Protected: Message from the Board – The rapidly changing times appeared first on CFA Society India ..read more
CFA Society India
1y ago
The Chennai chapter of the CFA Society India kicked off the year with a session with Mr Govind Parikh, a seasoned investor that has created wealth over multiple decades, who was interviewed by Mr Naresh Katariya, a full time value investor.
The session started with an interesting question on “what gave him the conviction to deploy cash during CoVid crisis? and the answer was simple – we had cash to deploy!.
In a market filled with narrative of “time is more important than timing”, he seemed different! He dwelt on how everytime was different and that ..read more
CFA Society India
1y ago
This content is password protected. To view it please enter your password below:
Password:
The post Protected: Message from the Board – From the Virtual to the Phygital: Emerging from the Pandemic induced Lockdown appeared first on CFA Society India ..read more
CFA Society India
1y ago
The Chennai chapter of the CFA Society India kicked off the year with a session with Mr Govind Parikh, a seasoned investor that has created wealth over multiple decades, who was interviewed by Mr Naresh Katariya, a full time value investor.
The session started with an interesting question on “what gave him the conviction to deploy cash during CoVid crisis? and the answer was simple – we had cash to deploy!.
In a market filled with narrative of “time is more important than timing”, he seemed different! He dwelt on how everytime was different and that how the crash of 2008 (when t ..read more
CFA Society India
1y ago
Roshi Jain aptly titled the session In Pursuit of Alpha, to reflect her journey. Like any astute portfolio manager, Roshi began her session with a simple quote which goes, “Success in the equity market is 30% market analysis, 30% risk management, 30% emotional control and 10% luck”. The percentages might vary for people, Roshi here highlighted that with a “sane” investment philosophy and framework which is focusing on market analysis and risk management, emotion control becomes easier. Focus on the 90%, the 10% will follow.
The focus of her session was on establishing an ..read more
CFA Society India
1y ago
Puneet Khurana is a CFA® charter holder, MDI Alumnus & CIO and fund manager at Stoic Investment Managers. Stoic Investment Managers is a decade old investment advisory firm focused on providing equity advisory & asset allocation solutions to HNIs, Retail and family offices. Before Stoic, Puneet led equity research desks at two India focused hedge funds with peak AUM of billion dollars. He is popular for “Evidence Focused Investing” which focuses on developing frameworks and strategies that are backed up by significant evidence and favorable base rates.
The session discussed a lot of ..read more
CFA Society India
1y ago
Mr. Nooresh Merani is a Blogger/Educator/SEBI Registered Research Analyst. He has been writing blogs on tech view by Nooresh from the past 17 years. He has conducted 300 + Technical Analysis Training Workshops across India. He is focused on picking turnarounds/breakouts and major trend changes in Indian Equities esp. within midcaps/small caps.
The session started with the importance of investing during the right ti ..read more
CFA Society India
1y ago
The 4th India Fixed Income Summit kicked off with a session on India Macro Outlook by Mr. Prasanna Ananthasubramanian of ICICI Securities – Primary Dealership.
True to the tradition of the CFA Society Conferences, the speaker was balanced in his views with CAD, Currency & inflation not rosy, while some of the high frequency “volume” indicators like PV sales, energy and transportation volumes looking optimistic along with state finances in a better shape.
With Indian economy remaining and expected to remain strong compared to most others, driven by a robust domestic de ..read more
CFA Society India
1y ago
“Deal with everybody as you want them to deal with you.”
“There is a difference between fame and reputation. Fame you have to handle, but reputation is something others will defend.”
These were among the many golden words of wisdom by Mr. Vallabh Bhanshali during his chat with Mr. Navneet Munot at the 6th Value Investing Pioneers Summit organized by CFA Society India.
Mr. Vallabh Bhanshali is a well-known thought leader, mentor, and visionary investor businessman of India. He is the Co-founder of ENAM Securities, the reputed Investment Banking and Investment ..read more
CFA Society India
1y ago
Introduction
Session was structured as a freewheeling chat with Nitin Gupta that was moderated by Ravi Gautham. Nitin Gupta is the founder and CEO of Uni Cards. Uni Cards is a pioneer in the new-age credit card segment. The company has raised 94 Mn USD from marquee investors such as Accel, LightSpeed and General Catalyst Partners. Nitin started his career with Lehman brothers where he worked on securitisation of asset backed securities. He came back to India and started his entrepreneurial journey in 2008. He started Khojguru in 2008 and PayU in 2011 and scaled it to the number 2 ..read more