Get the 3-step strategy to strengthen your investment portfolio in
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3-STEP CLEAN UP STRATEGY
This Diwali, join the Exclusive Investor Meet-up with Samco’s Research Experts, CA Paras Matalia, Head of StockBasket and CA Yesha Shah, Head of Equity Research at Samco, as they shed light on the importance of cleaning your investment portfolio and further unveil a simple 3-step strategy to help you identify and get rid of wealth destructors from your existing portfolio and a technique to replace them with wealth creators. You will also receive a recommended portfolio of stocks and mutual funds that can possibly generate 4X wealth for you.
LEARN ABOUT
1
Why do investors buy and hold poor stocks and mutual funds?
2
How to spot wealth destructors in your portfolio?
3
How to switch to a wealth generating portfolio?
Get answers to all of these and much more…
WHO SHOULD ATTEND
Market Beginners
Long-term Investors
Market Veterans
WHY SHOULD YOU ATTEND
CLEAN UP STRATEGY
Get an invaluable 3-step strategy to cleanse and build a strong investment portfolio.
LIVE DEMO
Get a complete demo on how to apply the portfolio clean-up strategy.
RECOMMENDATION
Get recommendations of wealth building stocks and mutual funds to strengthen your portfolio.
MEET OUR EXPERTS
Being a Chartered Accountant and a commerce graduate, Yesha has in-depth knowledge of financial statement analysis and review that assists her to pick strong investment candidates for wealth compounding. At Samco, she guides clients through short and long-term investment ideas and drives the research content on StockNote. Before joining Samco, Yesha worked with the Indian arm of an international network of accounting, tax, and business advisory firm where she specialized in advising corporates and PE clients on corporate restructuring, including mergers and acquisitions.
Paras is a Chartered Accountant by profession and is passionate about long-term investing and personal finance. A CFA (USA) in making, he has over 7+ years of experience in capital markets and auditing multinationals. He started his career as an Equity Research Analyst for Samco Securities and was primarily responsible for making portfolios for StockBasket (Long-term investing platform). He has also conducted Investor Awareness Programmes in many cities across India.
SIGN UP NOW
Join the Diwali Exclusive Investor Meet-up on October 30 @ 11:00 AM
Reserve your seat now!