Most of the people in the world are on treadmill – they earn and spend; earn more and spend more and the cycle continues. They work for money throughout their lives but rarely pay attention to “how can money work for them and make them financially free”. There is a significant ignorance about money. Do you think:
Money is one of the most critical drivers of happiness in life.
Schools/Colleges teach you how to make money, they don’t teach you ‘how money can make money for you’.
Subject of ‘Financial Freedom’ is nowhere taught. It is only learnt by seekers.
‘Financial wisdom’ is way to multiplying your net-worth and creating a life of dreams by design.
Financial Freedom is everyone’s birth right. There is no doubt that each one of us can become ‘Financially Free’ if simple process, as explained in this program, is learnt and put to the implementation. We have put the “Financial Wisdom” of several years together to show you the path to the ‘Financial Freedom’ in this simple program.
Online Live program with presentations, videos, self-assessment excel templates, answer to your specific questions.
June 13th, Saturday, 11 am to 1 pm – Live Zoom session
June 13th, Saturday, 4 pm to 6 pm – Live Zoom session
June 14th, Sunday, 11 am to 1 pm – Live Zoom session (only QnA of participants)
To make the program accessible to larger set of people, we have priced the program at very nominal price of Rs. 999 plus GST per family (one login).
Register and make the payment - https://imjo.in/BfAThM
If you think, you have not got the value for your money through the program, we would return your money. Period!
Mr. Manish Bansal. He is a distinguished entrepreneur, author, investor and investment banker with around 25 year experience in the field of finance. You may refer to his profile at https://www.linkedin.com/in/manish-bansal-bb711117/
For your queries, please reach out to us : Sheetal at sheetal@xceleratingminds.com ; +91 98924 86751 or Alvira at +91 91677 56348
Address :
Value Ideas Investment Services Pvt. Ltd.
301/Wing A, Golden Rays, Raheja Vihar, Powai, Mumbai – 400072, INDIA.
© 2016 Xcelerating Minds. All rights reserved. | Designed & Developed By TechnoBase IT Solutions Pvt Ltd.
Sunil brings to the team 35 years of SME business, legal, taxation and real estate experience. He is also an investor both in listed and unlisted space businesses. His common sense approach to legal, taxation and business issues is always a great value creator for business.
He has done SME Programme from Indian Institute of Management, Ahmedabad. He also holds Bachelor’s degree in Commerce from Mumbai University.
He can be reached at sunil@Xceleratingminds.com
Manish brings to team over 20 years of experience in diverse fields including Investment Banking and consulting (SME Value Advisors), listed space investing (Jeetay Investments Pvt. Ltd., India), sales and business development (Citibank, India), regulatory (Securities and Exchange Board of India – SEBI, India) and business analysis (Institute of Chartered Financial Analysts of India – ICFAI, India). Diversity in his experience imparts him with great ability to structure issues and synthesize potential solutions in any given business situation.
He has done his M.S. in Business Administration from University of Maryland, U.S. He also holds other degrees like MBA, CFA and Licentiate in General Insurance.
He has been sharing knowledge continuously from different platforms such as Bombay Stock Exchange (BSE), National Stock Exchange (NSE), Multi Commodity Exchange (MCX), Dun and Bradstreet (DnB), Credit Rating and Information Services India Ltd. (CRISIL) and various industry bodies like FICCI, ASSOCHAM, CII etc. He also serves as visiting faculty to prestigious Institutes including Indian School of Business (ISB), Hyderabad, Indian Institute of Management (IIM), Bangalore, Indian Institute of Technology (IIT), Mumbai and several others. In addition, he has several publications to his credit.
He can be reached at manish@Xceleratingminds.com
Athithya brings with six years of experience providing exemplary support in IT industries. Consummate multi-tasker who can balance competing and shifting priorities with ease. In span for 6 years worked for multinational to Start-ups Company. Expertise in digital marketing as well as Business Development and helped 50+ start-ups to gain brand in market place.
She earned her Master of Business Administration from Madurai Kamaraj University, Tamil Nadu. Her responsibility here includes enhancing the training and programmes as well as increase the brand awareness to various educational sectors.
She can be reached at athithya@xceleratingminds.com
Chaitri brings 2 years of mixed bag experience in investment banking & marketing. She is a team player, a multi tasker & can manage priorities in time with ease. She has earned her Bachelors & Master’s degree in Financial Markets from Mumbai University & IGNOU’s affiliation with Bombay Stock Exchange(BSE) simultaneously. Her role at Xcelerating minds involves conducting training programmes & enhancing brand awareness within the corporate sector.
Ranjana Bang brings 2 year experience in marketing, worked with Computer Institutes - Tata Unisys and NIIT as marketing executive. She had done graduation in Science and M B A in marketing from Marathwada University Aurangabad. She had also done 1 year diploma in Computer software.
She can be reached at ranjana@xceleratingminds.com
Parag is a graduate in Bachelor of Commerce with Masters in Business Administration in marketingand is based in Mumbai. He is a seasoned professional with experience of over 30 years in Sales, Marketing and General Management: largely in the Office Automation, Risk Management, Consulting, Research& Credit Rating Industries. Parag has workedwith reputed institutions in their startup phase and was a key member of various teams set up tonurture the companies towards sustainability. These companies include: Xerox Corp (earlier known as Modi Xerox Ltd), RPG Ricoh Ltd,Dun& Bradstreet India & SMERA Ratings Ltd.
Further, Parag played a pivotal role at Dun & Bradstreet (D&B) in India & the Middle East by setting up its sales division for Risk Management, Researchas well as Advisory practice with a career spanning over 14 years with them. Before joining his latest firm: Equentis Wealth Advisory Services, where Parag was instrumental in setting up investment as well as research divisions & procuring SEBI license, he was a CEO of SMERA Ratings Ltd (a joint venture of SIDBI//D&B and various banks) with an eventful career spanning 6 years at the helm. During this stint at SMERA, Parag managed to convert a loss making business to a profit making & a dividend paying company.
In the process of building these companies from a startup phase, Parag has learnt the most difficult art in management: building and managing companies to a sustainable phase.Creating and training sales teams has been Parag’s key skill set acquired during his career spanning over 30 years.
For Parag, who is steeped in legendary RankXerox’s sales & other variant of its trainingregimen (also consultative training skills from Dun & Bradstreet), training comes naturally to him.Paragbelieves in creation of high performance and ownership driven teams wanting to contribute to thebest of their capabilities.In all the companies that he has worked in the leadership position since RPG Ricoh, he was instrumental in developing strong leaders within his team who occupy key positions in various firms. Parag’s successful stint at the firms mentioned above stems from his keen eye in spotting talent, nurturing them and imbuing them with team spirit to achieve company goals. He is a firm believer in building cohesive culture striking balance in performance, rewards, ethics& accountability.
During his 20 years with Dun & Bradstreet and SMERA Ratings Ltd experience, Parag has presented to domestic as well as international audience comprising of bankers, regulators, credit guarantors, various industry associations, exporters, International multilateral & govt. agencies thus exposing him to multifarious audiences, thereby honing his presentation skills to suit his audiences. Thus, amongst various skills, strong presentation skill is one of Parag’s key professional strength acquired while working in the corporate set up.
Parag is married with 2 children and resides in Thane.
Murali brings to the team more than 25 years of illustrious experience in the field of Finance, Accounts, Taxation, Legal and Corporate Finance. His fields of expertise are project finance, working capital management, audits, taxation both direct & indirect taxation, compliance and due diligence (s), secretarial and corporate law matters. In-depth understanding of business issues and eyes for details make him a great resource for team.
His academic record is quite exemplary with high ranks in all the professional examinations such as CWA, CA, CS, M.Com, LLB and MBA (project finance).
He can be reached at murali@Xceleratingminds.com
Rajesh brings to the team around 20 years of extensive experience in the industry including over 10 years in Asset Management and Investment Advisory. He is currently an Investment Consultant to a large family office based in Dubai, UAE. Previous to that he was associated with “Credit Suisse, Dubai” as an External Fund Advisor to provide non-discretionary Investment Advisory and Portfolio counselling services to High Net-worth Individuals. Rajesh also worked with Lucros Capital Advisors Limited – A DFSA regulated Hedge Fund as Head – Research and Esvee Capital, a proprietary Fund owned by a large family office in UAE as Sr. Equity Analyst. He has extensive experience in setting up regulated GP and fund structures in Dubai (DFSA) and Cayman Islands/Mauritius; his key competency areas are equity research, data analysis with an understanding of business requirements in various international environments and he is well versed with regulatory requirements for financial services in different geographies such as India, UAE, Cayman Islands, and Mauritius.
He is a Chartered Accountant (ACA) and has Executive MBA degree from NMIMS, Mumbai.
He can be reached at rajesh@Xceleratingminds.com
Sheetal brings to the team more than 10 years of general administration, project management and marketing experience. Over the years, she has been working with start-ups and involved in Strategy formulation and business development. Also, over last 5 years, she has been associated with ShreenathjiDyanda Charitable Trust (SDCT) as Committee Member and administrator at SDCT’s Technical Institute.
She earned her Bachelor’s in Pharmacy from Pune University and Post Graduate Diploma in Pharmacy Management (PGDPM) from SIES College of Management Studies, Mumbai.
She can be reached at sheetal@Xceleratingminds.com
Dr. Abhijit is Director at Giltedge Financial Counsel Pvt. Ltd.He brings with him more than 30 years of experience in consulting and strategic management with specific focus on new business initiatives. He has worked in senior positions with Indian subsidiaries of two global investment banks, served on the board of a leading co-operative bank, spent time with manufacturing and consulting sectors in a wide variety of interesting engagements. Understanding of business issues and eyes for details make him a great resource on Financial Modeling and Business Valuation, end to end structuring and integration in Mergers and Acquisitions, setting up internal procedures and operations in businesses etc.
His academic record is quite exemplary with high ranks in all the professional examinations such as CWA, CA, CS and CFA. He was recently awarded a PhD by IIT Bombay for his pioneering work on ‘Factors influencing investments into Indian states’.
He has been sharing his experience through executive education engagements, delivered through various platforms including Dun & Bradstreet, CRISIL, Shailesh J. Mehta School of Management, IIT Bombay, Giltedge Financial Counsel Pvt. Ltd. and several other esteemed organizations.
Dr. Anil Menon brings with him more than twenty years of experience in the field of Financial Services & Investment Banking. He is known for his skills on Financial Modeling, Business Valuations, Mergers and Acquisitions and issues in Family Managed Businesses (FMBs). His tenure as Assistant Vice President at SBI Capital Markets Ltd., a premier investment bank in India, has equipped him with necessary investment banking competencies. He is also closely associated with Family Managed Business (FMB) program at S. P. Jain Institute of Management and Research, Mumbai.
His academic qualifications include Bachelors in Production Engineering from Mumbai University, Master of Management Studies (MMS) from Jamnalal Bajaj Institute of Management Studies and doctorate in Mergers and Acquisitions.
He is a sought after speaker and shares his knowledge from various prestigious platforms on Financial Markets and Investments. He has conducted customized training on Corporate Finance, Financial Modeling and Structuring for SBI Capital Markets, Godrej Industries, General Motors, Patni Computers, GVK, HDFC Standard Life, ILFS etc.
Gurudatta has around one and a half decades of extensive experience in Equity Research, Investment Advisory and Portfolio Management. Along with his entrepreneurial stint in initial phase of his working life (civil contract and interior designer), he has worked with reputed securities broking firms such as MotilalOswal and Almondz supporting proprietary Trading desks and clients such as Bank treasuries and Mutual funds.
His key competency areas are Training and Research. He used to be quoted in print media quite often and appeared on TV continuously between 2008 to 2010. His excellent communication skills and command over the basics of finance have taken him to various reputed platforms to share his knowledge – Bombay Stock Exchange (BSE), National Stock Exchange (NSE), NISM and several prestigious Institutes including Jamnalal Bajaj Institute of management Studies (JBIMS), Government Law College (GLC) etc.
His academic qualifications include B.E Civil and ‘Certificate course on Capital Market’ from BSE Institute Limited.
Sumita Datta (PhD) is Managing Partner at Bridgit Nterprise LLP, an OD Consulting, Training and Coaching organization, concentrating on organizational capability building and leadership development. In addition, she is Associate Professor (adjunct) in the People &Performance area at S.P. Jain Institute for Management & Research, Mumbai. She is also SHRM India Master Facilitator. In independent capacity as well as a Senior Associate with Grow Talent and Great Place to Work, India, she successfully completed several assignments for medium and large corporate houses dealing with change management, vision & mission exercises, career transitioning, competency assessment, talent management, leadership development and other critical people interventions since July 2005. From July 2012till September 2013, she headed the Learning and Leadership Development function of Siemens (South Asia) based out of Mumbai, responsible for driving their talent strategy in the South Asia region through a robust Learning & Development landscape.
A Post Graduate in Personnel Management & Industrial Relations from XLRI Jamshedpur (1992) with academic Concentration in Organization Behaviour, she received her PhD. from IIT Bombay in2010. She is a certified MBTI, Saville, EQi 2.0 and NLP Practitioner. She is a certified Integral Coach of New Ventures West, USA and Associate Certified Coach from ICF. Prior to joining academics in 2009, Dr. Datta has had full time corporate experience of more than 15 years since 1992. As HR Manager in Eveready Industries (Nov. 1992 - Sep. 2000), she focused on post- acquisition cultural integration, Training & development, corporate restructuring among other operating responsibilities during her tenure. As Head HR- Corporate Centre, Mahindra & Mahindra Ltd.(July 2001 – June 2004) she acquired extensive experience in the areas of Organizational Change and Development, Resourcing, Performance Management, Compensation Management, HR Information System and HR support to incubating group companies.
In her academic role at S.P. Jain, Dr. Datta is actively engaged in evolving the organizational and family processes in the Family Managed Businesses, which have tremendous potential for growth. With special interest in enriching the role of women in the sphere of business, she conducts specialized programs for women leaders.
Dr. Datta has co-authored several scholarly articles in refereed journals such as Career Development International and IMR as well as International Conference Proceedings. Her research paper on Talent Development Climate, got acclaimed in the Best Paper Award (2012) category by the Academy of Management, Boston USA.
Ramu Shankarrao has over 23 years of experience in Healthcare industry with giants like Medtronic and St. Jude Medical. His last corporate assignment was with St. Jude Medical as Director of sales and marketing responsible for growing and managing the business and teams in South Asia. Subsequently, he had a short stint in academia with S. P. Jain Institute of management and Research, Mumbai for about 3.5 years teaching and researching in the area of sales, marketing and business plan.
He is the founder and Director of Sangatikarana Corporate Service Private Limited. In his current role, he works with companies to drive sales and marketing efforts, strategy and organization growth. He advises clients ranging from Fortune 500 companies to family-owned business. He coaches business owners and professionals towards achieving the revenue and profit growth. He spends much of his time coaching senior leaders on how to align their teams for ultimate success.
He is a passionate trainer and has conducted training programs for companies like Covidien, Kimberly Clark, Medtronic, Cisco etc. By way of skill building programs, he helps companies build strong frontline sales team to SBU heads. He received his postgraduate and undergraduate degrees from Karnataka University.
Manish Bansal is an Entrepreneur, Investor, Author and Keynote Speaker. At present, he is CEO of SME Value Advisors, an investment and consulting firm, which partners with Emerging Corporates/SMEs to take them to the next level. Over last 20 years, he has worked with several reputed organizations such as Citibank, Securities and Exchange Board of India, Institute of Chartered Financial Analysts of India etc.
He has been a speaker in various programmes, both National and International, organized by distinguished institutions such as Bombay Stock Exchange (BSE), National Stock Exchange (NSE), Multi Commodity Exchange (MCX), Dun and Bradstreet (DnB), Credit Rating and Information Services India Ltd. (CRISIL), Institute of Chartered Accountants of India (ICAI), Institute of Company Secretaries of India (ICSI) and various industry bodies such as FICCI, ASSOCHAM, CII etc.
He has also visited various prestigious Institutes including Indian School of Business (ISB), Hyderabad, Indian Institute of Management (IIM), Bangalore, Indian Institute of Technology (IIT), Mumbai and several others as a speaker. In addition, he has several publications to his credit including a book published by McGraw Hill– “Derivatives and Financial Innovation”.
Academically, he has done his M.S. in Business Administration from University of Maryland, U.S. He also holds other degrees like MBA, CFA and Licentiate in General Insurance.