A Holistic Investment Initiative!

Holistic Investment Planners and CANARA ROBECO AMC invites you for a Live webinar on Current Market Outlook & Wealth Creation thru ‘BLUECHIPS’

The webinar will be conducted by Mr. Sanjay Bembalkar.

Webinar on coming 17.04.2021 from 10.30 am to 12.30 pm (IST)

Medium: Zoom

Host: Holistic Investment Planners

How this webinar can benefit you?

In this webinar, you can discover…

  • Global Economic Outlook and how can it impact your portfolio?
  • The insights of Indian market outlook 2021-2022
  • Do you have to change your portfolio allocation based on the current market?
  • How much bluechip allocation should we have in our portfolio?
  • Bluechips vs other equities – Which is better?
  • How investing in Bluechips can benefit you in wealth creation?
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

Sanjay Bembalkar

About the speaker

Sanjay Bembalkar is Fund Manager – Equity at Canara Robeco Asset Management Company and has been associated with the company since December 2017. He had started as a research analyst and since October 2019 has started managing funds. He is a CFA Charter Holder, ACA and completed his Masters in Accounting and Finance from London School of Economics. He has a collective experience of 12 years and was earlier working with LIC Mutual Funds and Quantum Advisors Pvt. Ltd.

Sanjay is responsible for managing Canara Robeco Bluechip Equity Fund at Canara Robeco and is an important part of the Equity Fund Management team.

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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