The key presenters
He is the Chief Investment Officer of PPFAS Mutual Fund.
Regarded by many as a polymath, his presentations, cover diverse topics ranging from the state of the shipping industry, corporate leadership, capital allocation and individual companies like Google. His audience usually takes to him wholeheartedly, as he possesses the endearing quality of 'talking to' them and not 'talking down to' them. Apart from them, certain presentations may be made by a few of their colleagues on account of them being well versed with a specific topic.
He heads the Research Team at PPFAS Mutual Fund.
Raunak tracks the Technology, Pharma & Logistics sectors at PPFAS Mutual Fund among others. Apart from his primary areas of research he has a wide variety of interests spanning across sectors & industries. Through his presentations he has covered diverse topics from Retail (online & offline), Tech, Telecom to topics like Disruption & Business Failures which synthesizes his reading interests. He brings in his observational style to his presentations which make them engaging & provide lots of resources for further research.
This is what a couple of long-time Rotarians have to say
I have been attending the Financial Opportunities Forum since its inception. I have found the sessions very informative, insightful and educative. The sessions cover a wide range of topics, ranging from behavioral finance and its effects on the investment psyche to the teachings of Warren Buffett and everything in between. The subjects covered are well researched and professionally delivered."
Rtn. Sunil Gautam
Attending the Financial Opportunities Forum (FoF), every month, is a great learning experience for those who wish to invest in equity as a source of financial growth.....and for those who have a long term growth vision of their wealth."
Rtn. Krishan Khanna
Videos of past events
The Forum's events are held Garware Club House, 5th Floor, Wankhede Stadium,'D' Road, Churchgate, Mumbai - 400 020, once a month.
How to join...
The annual subscription fee of ₹ 10,350/- (₹ 9,000 + 15% Service Tax) will entitle you to attend a minimum of 12 presentations. Each presentation will be followed by dinner. We usually e-mail the event intimation to our members, around ten days prior.
All cheques should be drawn in favour of 'Rotary Club of Bombay Mid Town'.
Please send the cheque in advance to: Ms. Bhavya Shah, PPFAS Mutual Fund, 130/132, Great Western Building, S.B.S. Road, Opp. Lion Gate, Kalaghoda, Fort, Mumbai – 400001.
Alternatively, you may hand it over when you attend your first event.
You may contact Aalok Mehta on (91-22-61406516/ firstname.lastname@example.org) in case you need to know more about the Forum.
N.B. : This Forum will not proffer any investment advice / tips. The presenters reserve the right not to answer queries pertaining to the investment prospects of individual stocks.