The Net generation is well aware of their financial goals and desires but are unsure of the ways to achieve them. The belief that Investing creates limitations and makes life monotonous may be the fog that is keeping millennial generation away from it. The availability of vast options, advises, and approaches are confusing the youth and creating a mind-set of procrastinating Financial Planning. Despite the increase in disposable income among the individuals, only a fraction of money goes into the capital market. And so, Finimize India Community is hosting an event to address and analyse the outlook of the young individuals towards Investing.

The event aims to:

1. Break the Ice and the Myths of Investing
2. Discuss the potential roadblocks faced by the millennial crowd while making investments
3. Indicates the importance of wealth creation among the youth
4. Suggests the Investment Avenues and ways to effectively invest
5. Explores the new age Wealth-Management start-up universe

Agenda:

• 4:00PM – 4:15PM – Welcome & Introduction
• 4:15PM – 5:15PM – Panel Discussion
• 5:15PM – 5:30PM – Audience Q&A
• 5:30PM – 6:30PM – Networking & Drinks

Speakers:

• Prashanth Prabhu, Founder and Principal Investment Adviser @ 29k Investment Advisers Pvt. Ltd.

Prashanth Prabhu is the Founder and Principal Investment Adviser of 29k Investment Advisers Private Limited. He is a Certified Financial Planner (CFPCM) from Financial Standards Board India (FPSB) and holds the International Certificate in Wealth & Investment Management from Chartered Institute for Securities & Investment (CISI), UK. He has over 14 years of experience in the finance industry. The 29k group of companies has operations in the investment advisory firm in India and the UAE, and a property management business in the United Kingdom.

• Kishore BS, Co-Founder, CTO & Program Director @ Stock Market Institute

Kishore BS is a founder of a number of enterprises in the financial education sphere which includes Disruptive Education Services LLC, Educesta Global Services Pvt. Ltd and The Stock Market Institute. He is also the CTO and Program Director of his education enterprise, The Stock Market Institute. With over 11 years of experience in the Financial Markets, Kishore collaborates with universities and colleges to educate students on Capital Markets and spreads financial literacy through The Stock Market Institute.

• Vasanth Kamath, Co-Founder, CEO @ SmallCase Technologies

Vasanth Kamath is the co-founder of smallcase Technologies, a Bengaluru-based wealth management Fintech. He is also the CEO at smallcase Technologies which recently raised Series A funding round led by Sequoia India. Vasanth is an alumnus of IIT-Kharagpur with his majors in Economics. Smallcase Technologies was founded in 2015 to revolutionize the way new generation investors look at the Indian equity markets.

Venue:

• Workafella, Infantry Road, Bangalore (Map Location)

Workafella builds high energy workspace designed to inspire fresh thinking, to let doers collaborate and let businesses rise and shine. Workafella aims to make a busy crossroads of ideas and trends all over India. They have Co-working space in Mumbai, Chennai, Hyderabad and Bangalore where exciting events and meaningful interactions add value to their business.

Workafella, a home-grown co-working brand has been awarded ‘The Best Co-Working and Enterprise Office Space’ by the ‘Times Business Awards 2019.’

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