Events

A complete collection of all the webinars done till now.

July 22, 2020

Investor Behavior, Portfolio Reconstruction and Asset Allocation Post COVID-19

June 6, 2020

Volatility in Financial Markets – Good or Bad for Investors?

May 23, 2020

How to navigate your portfolio during volatility. Learn about Simplicity Investing's strategy on how to manage through the COVID-19 crisis and rebuild your portfolio

Value v/s Growth Investments Changing Dynamics

May 16, 2020

How to classify value stocks and growth stocks and how to make the right decision choices. How to build a portfolio which is apt for your financial needs.

Timing v/s Strategy in Wealth Creation

May 8, 2020

Diversification in the Global World

May 1, 2020

What is diversification and importance of Global diversification for building yourportfolio.

Banking & Finance: Current Scenario

April 24, 2020

What’s happening and what to expect from the Financial Markets

April 17, 2020

What has been happening in this market? What can one expect from it moving forward.

Impact of Coronavirus (Covid-19) event of a lifetime

April 7, 2020

How to navigate through the COVID-19 crisis and rebuild your portfolio. Simplicity Investing's take on managing your investments.

Dental Association Pune

July 10, 2019

Simplicity Investing organized an event for the Dental Association Pune in July 2019. The topic for this seminar was "LEGACY PLANNING IN THE 21ST CENTURY AND THE IMPACT OF DIGITALIZATION OF YOUR PERSONAL AND FINANCIAL RECORDS.

FINANCIAL FREEDOM

July 7, 2019

Conducted an interactive Financial Wellness Program at a India multinational company in Mumbai. In this session we discussed about, how one needs to plan their Investments, for the long-term, which will help them achieve Financial Freedom.'

Indian Financial Markets Post Election & Legacy Planning in the 21st century

May 25, 2019

Simplicity Investing organized an event at Juhu Vile Parle Gymkhana Club Mumbai Mumbai on Saturday, 25th May 2019. The topic for this seminar was "Indian Financial Markets Post Election & Legacy Planning in the 21st century”.

LEGACY PLANNING IN THE 21ST CENTURY

March 30, 2019

Simplicity Investing organized an event at PYC Gymkhana Club Pune on Saturday, 30th Mar, 2019. The topic for this seminar was "LEGACY PLANNING IN THE 21ST CENTURY AND THE IMPACT OF DIGITALIZATION OF YOUR PERSONAL AND FINANCIAL RECORDS.

FINANCIAL WELLNESS PROGRAM

February 4, 2019

Conducted and interactive Financial Wellness Program at a manufacturing company in Mumbai. To help them understand and plan their Personal Finances and Tax Planning.

IMPACT OF GLOBALIZATION

January 4, 2019

Simplicity Investing organized an event at Juhu Vile Parle Gymkhana Club Mumbai Mumbai in Jan 2019. The topic for this seminar was "IMPACT OF GLOBALIZATION AND GLOBAL TRENDS IN FINANCE" Speaker Mr. Rashmikumar Shah.

Simplicity Investing’s Seminar @ PYC Gymkhana Pune

June 25, 2018

Simplicity Investing organized an event at PYC Gymkhana Pune on 24th June 2018, Sunday. The topic for this seminar was "How do I Position my Financial Assets or Investment Strategy before and after the Elections?".  Speaker Mr. Rashmikumar Shah.

Simplicity Investing’s Seminar @ Juhu Club Mumbai

June 11, 2018

Simplicity Investing in association with Juhu Vile Parle Gymkhana Club organized another event in Mumbai  on 10th June 2018, Sunday. The topic for this seminar was "How do I Position my Financial Assets or Investment Strategy before and after the Elections?".  Speaker Mr. Rashmikumar Shah.

Financial Wellness Presentation for Employees @ an IT Company in Pune

June 5, 2018

An interactive PowerPoint Presentation with Employees of an Company where we shared 'Financial Knowledge', helped them identify a 'Vision & Strategy' and why is it important to follow a 'Process' while building an Investment Portfolio, as early as possible. 

Simplicity Investing Seminar @ Mumbai

March 12, 2018

Simplicity Investing organized one of its first seminar in Mumbai @ Juhu Vile Parle Gymkhana Club on 10th March 2018, Saturday. The topic for this seminar was "How do I benefit from the changing trends in Globalization".  Speaker Mr. Rashmi Shah. It a was Big Success!!

Annual Event 2017

December 18, 2017

Simplicity Investing organized its Annual Event 2017 at Hotel Ramee Grand on 17th December 2017, Sunday. The Presentation by Mr. Shah focused on our Investment Strategy for 2018 and a long-term Vision for our Clients Investment Portfolio. The unique thing about this Event was that 5 Young Members of Team Simplicity did 3 to 8 Mins Presentations each. This is now going to be a recurring feature at our Events as we promote new talent in our Company.

Diwali celebration

October 19, 2017

Diwali Celebration at Simplicity Office. Team Simplicity wishes everyone a Very Happy Diwali & a Prosperous New Year!

Team Simplicity Trip to Mulshi

September 23, 2017

In the midst of Nature...

Financial Wellness Session for the Employees of an IT Startup

September 22, 2017

Simplicity Investing conducted a Financial Wellness Session for the Employees of an IT Startup. In this Session we spoke about, how Youngsters need to plan their Investments, for the long-term, which will help them achieve Financial Freedom.'

IMPACT OF GLOBALIZATION AND GLOBAL TRENDS IN FINANCE

September 10, 2017

'Impact of Globalization and Global Trends in Finance, a knowledge based,interactive Session conducted for Chartered Accountants at Mumbai on September 10, 2017.'

FINANCIAL WELLNESS SESSION FOR THE EMPLOYEES OF A PHARMA COMPANY

August 12, 2017

'Simplicity Investing conducted a Financial Wellness Session for the Employees of a Pharma Company @ Nagar on August 12, 2017.. In this Session we spoke about, Financial Planning with a long-term vision, which will help them create a wealth corpus to achieve Financial Freedom.'

FINANCIAL CORPUS

July 30, 2017

How do I build and monitor my Financial Corpus? "Markets are at an all-time High.So where do we go from here?" A knowledge-based, Interactive Seminar conducted by Simplicity Investing on July 30, 2017 @ Pune.

Get in Touch

WE WILL HELP YOU BUILD A VISION.

Before you invest, you should have a clear Vision of what you want to achieve – and why. Here are some examples of POOR Visions:
“I will invest aggressively to become as rich as my Friends and Relatives.” (Greed) or
“I will not invest in the stock market and the only place for my money is Bank Deposits.” (Fear)

CONTACT US

Email: [email protected]
Pune Branch:
6, Bhosale Heights, 1195 FC Road,Pune 411005
Tel:+91-98504-63218
Mumbai Branch:
247 Embassy, LBS Rd, Gandhi Nagar, Vikhroli West, Mumbai 400079
Tel:+91 9673582266
Aurangabad Branch:
Shanta Complex,Near,Nutan Colony Rd,Kranti Chowk,Aurangabad 431001
+91 9673587766

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