Author Archives: Vikas Agrawal, CFA

Key Lessons from Financial History for Today’s Investors, talk by Mr. Russell Napier Contributed by: Rajni Dhameja, CFA CFA Society India along with SBI Mutual Fund hosted Mr. Russell Napier, Co-Founder at ERIC on October 29, 2017 for an insightful … Continue reading

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A Primer on Insurance in India

Contributed by: Manoj Khokale, CFA  The year 2017 has been the year of IPO’s in India and it is more so true for insurance sector with listing of companies like ICICI Lombard, SBI Life, upcoming ones like GIC Re and Reliance … Continue reading

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A Primer on Indian Private Equity: A Practitioner’s Perspective

Contributed by: Varsha Dhamasia  Historically asset allocation was focused on only traditional asset classes, i.e., equities and fixed income instruments but over the last few decades, investors have increasingly inclined towards investment in alternative asset classes owing to their wonderfully … Continue reading

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Volunteer Orientation Day – Bengaluru

Contributed by: Shreyans Jain The Bengaluru chapter of CFA Society India hosted the Volunteer Orientation Day at The Grand Magrath Hotel on 19th August 2017. The CFA Institute and CFA Society India (IAIP), thrive on the energy and contribution of member … Continue reading

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Topic: Value Investing Pioneers Summit, Delhi. Session on “Not everything that counts can be counted” by Prof. Sanjay Bakshi

Contributed by: Ankur Kapur, CFA The Delhi chapter of CFA Society-India had the privilege of hosting some of the most famous pioneers of Value investing in India during its inaugural Value Investing Summit on 21st Sep 2017. The bad weather … Continue reading

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Meditation – How it helps Investment Professionals

Contributor: Shivani Chopra, CFA The moment we hear the word meditation, the next closest word that comes to our mind is probably ‘Yoga’! Yogis have been practicing meditation for over a millennium and while we do understand that meditation is … Continue reading

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Implication of GST on the broader economy and Stock Markets: Stakeholders’ perspective

Contributed by: Mandar Chapekar,CFA CFA Society, Pune Chapter hosted a session on “Implication of GST on the broader economy and Stock Markets: stakeholders’ perspective” by Mr. Kuntal Shah on 18th August 2017. Kuntal is one of the founding partners of … Continue reading

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