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.
Raunak tracks the Technology, Pharma & Media 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 Media, Pharma, Technology, Retail (online & offline), Telecom to topics like Disruption & Business Failures which synthesizes his reading interests. He brings in his observational style to the presentations which make them engaging & provide lots of resources for further research.Follow @oraunak
Beginning his career as an intern with PPFAS Mutual Fund in 2012, Raj swiftly moved up the ranks, and is currently part of the Fund Management team. Apart from being a Commerce graduate from University of Mumbai (N.M. College), he is also a Fellow Member of Institute of Chartered Accountants of India (ICAI) and a CFA Charter Holder. He has also earned a Certificate for the 'NSE Debt Market Module' issued jointly by FIMMDA and NCFM. He is also featured as a regular participant on various TV channels and a columnist in select financial publications.Follow @raj_mehta89
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
Cricket Club Of India Stadium House, Block No 3,
1st Floor, Veer Nariman Road, Churchgate,
Please contact Mr. Aalok Mehta (8291979346) in case you have any queries.
14th floor, 'AWFIS',
Bengaluru - 560025
Please contact Mr. Yashin Mahadevia (9136981799) in case you have any queries.
New Delhi (Simulcast)
Place L29 - L34,
New Delhi, Delhi - 110001
Please contact Mr. Ninad Bhosle (8291979348) in case you have any queries.
How to join...
The annual subscription fee of ₹ 11,800/- (₹ 10,000/- + 18% GST) will entitle you to attend a minimum of 12 presentations. Each presentation will be followed by networking and 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'.
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.