A Holistic Investment Initiative!

A Personal Finance Webinar on “Market Outlook & Wealth Creation thru Small Cap Investment!”

Guest Speaker: Pankaj Tibrewal – Fund Manager at Kotak AMC

Webinar on coming 07.08.2021 at 10.30 am (IST)

Medium: Zoom

Host: Holistic Investment Planners

How this webinar can benefit you?

This webinar can help you to discover,

  • The insights of Indian Market Outlook 2021-2022
  • Global Economic Outlook and how can it impact your portfolio?
  • What are the Parameters you should check before investing in a small-cap fund?
  • Historical performances of small-cap investment!
  • How much small-cap allocation you should have in your portfolio?
  • How can small-cap investment help you in wealth creations?
  • Features and benefits of Small-cap investments!
  • What should you do when the market is high?
About our company

Holistic Investment Planners has 20 Years of Expertise (Since 2000) in personal finance.

The company has got the Best Performing Financial Advisor Award Winner (South India) from CNBC TV18 in 2012.

It has published several research articles in Economic Times, Dalal Times, Money Control, Insight Success, Live mint & Nanayam Vikatan.

The company has Diverse Clients which include Senior Executives, Engineers, Doctors, NRIs & other business professionals.

It has a strong professional team with 2 Certified Financial Planners (CFPs) and 6 MBA graduates. For more details, visit www.holisticinvestment.in

Pankaj Tibrewal

About the speaker

Pankaj Tibrewal manages schemes such as Kotak Emerging Equity, Kotak Small Cap (Erstwhile Kotak Midcap Fund) and Kotak Equity Hybrid (Erstwhile Kotak Balance) at Kotak AMC In his earlier stint at Principal Mutual Fund, Pankaj managed schemes like Principal Emerging Bluechip, Principal Tax Saver and MIPs. Pankaj has been featured in the top 10 fund managers in India for four consecutive years from 2016 to 2019 as per Outlook Business. He also featured in the top 10 fund managers in Economic Times (Morning Star) in 2016, 2017 and 2019. A commerce graduate from St. Xavier’s College, Kolkata, Pankaj also holds a Master’s degree in Finance from Manchester University. His hobbies include listening to Hindi music, travelling and reading.

If you have any queries regarding the webinar, please contact us with the details given below.

Send your queries to ramalingam@holisticinvestment.in or internetmarketing@holisticinvestment.in


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