A Holistic Investment Initiative!
A Personal Finance Webinar “The Secret Psychology of Investment Decisions”
Guest Speaker: Satish Prabhu
Designation: Vice President & Head of Content at Franklin Templeton (FT) Asset Management (India) Pvt. Ltd
Webinar on coming: 31.01.2025, FRIDAY
Time: 4:00 PM to 6:00 PM (IST)
Medium: Zoom
Host: Holisticinvestment.in

How this webinar can benefit you?
- Explore psychological insights that drive wealth creation.
- Discover actionable strategies to maximize your wealth potential.
- Learn techniques to enhance and upscale your investment decisions.
- Master the art of wealth creation with expert-backed tips.
- Identify and overcome common investor biases with expert insights.
- Understand the psychological power dynamics influencing financial choices.
- Recognize and avoid common investment traps using psychology.
- Uncover secrets to building generational wealth through behavioral insights.

Holisticinvestment.in has 24 Years of Expertise (Since 2000) in personal finance.
The company 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
About the speaker
- Satish Prabhu is an Engineer and MBA with over 24 years of experience in Financial Services and Content Development.
- He is the Vice President & Head of Content at Franklin Templeton Asset Management (India) Pvt. Ltd., a position he has held for 9 years.
- Previously, he worked with:
- CRISIL Ltd. for 8 years.
- Stock Holding Corporation of India Ltd. for over 7 years.
- Satish is an avid blogger and has written nearly 400 blogs under the title “Monneey Ki Baat”, focusing on the basics of investing.
- He believes wealth creation is more about behavior with money than simply investing more.
- His blogs highlight the traits of patience, perseverance, and resilience and are available on his LinkedIn page.
- He is a sought-after speaker, regularly addressing investor education forums, webinars, podcasts, and knowledge-sharing sessions for investors, advisors, and corporates.
- Satish combines technical expertise and behavioral finance insights to help individuals build wealth, avoid investment traps, and achieve long-term financial success.
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
Or
Call or WhatsApp to +919840764541
Office Working Hours: 9.30 am to 6 pm
Working Days: Monday – Saturday