Technofunda Investing Practitioner’s Masterclass | Delhi
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- Stock and sector selection through the Technofunda screening process
- Structuring and building a robust portfolio
- Allocation strategies and a ranking system for stock selection
- Risk management techniques and exit strategies
- Stage analysis to identify companies in their growth phase
- Psychology and mindset principles for successful investing
In collaboration with the CFA Institute, CFA Society India is pleased to host an exclusive workshop titled “Technofunda Investing: A Practitioner’s Masterclass”.
The session will be led by Mr. Vivek Mashrani, CFA, Founder, Director, and Principal Officer at Technofunda Ventures Pvt. Ltd.
In this hands-on workshop, Mr. Mashrani will cover key elements of his Technofunda investing framework, including:
EVENT DETAILS:
DATE: Saturday, 31st May , 2025
TIME: 9:45 am to 2:00 pm Followed by Lunch
VENUE: IBIS Hotel, Aerocity
REGISTRATION:
CFA Society India members: 500
Renewed for MY 2025-26- NIL
Passed Level III of the CFA Program & CFA® Program Registered Candidates : 2500
Others: 3000
Vivek Mashrani, CFA
Mr. Vivek Mashrani has completed his MBA in Capital Markets from NMIMS, Mumbai in 2012 and worked for UBS Verity (Hyderabad) in Investment Banking for 2 years. Later he joined HSBC as Senior analyst and moved up to AVP, worked there for almost 8 years in Investment Banking and Strategy roles at the Bangalore and London office. Later started his own ventures.
Currently, Mr. Vivek is Founder, Director and Principal Officer at Technofunda Ventures Pvt Ltd, a SEBI Registered Research Analyst Company, based out of Ahmedabad, India. He is also building Investing Community under his TechnoFunda Investing initiative to help people become better investors.
He is a CFA® Charterholder and member of CFA Society India. Vivek is a strong believer of lifelong learning, networking and collaboration.
He is author of 2 bestseller books – You Can Compound (on investing) and ACTION (on personal finance).
He loves music, reading books, traveling and networking with fellow investors.
Professionally, he loves teaching, investing and technology.
Vivek Mashrani, CFA
Mr. Vivek Mashrani has completed his MBA in Capital Markets from NMIMS, Mumbai in 2012 and worked for UBS Verity (Hyderabad) in Investment Banking for 2 years. Later he joined HSBC as Senior analyst and moved up to AVP, worked there for almost 8 years in Investment Banking and Strategy roles at the Bangalore and London office. Later started his own ventures.
Currently, Mr. Vivek is Founder, Director and Principal Officer at Technofunda Ventures Pvt Ltd, a SEBI Registered Research Analyst Company, based out of Ahmedabad, India. He is also building Investing Community under his TechnoFunda Investing initiative to help people become better investors.
He is a CFA® Charterholder and member of CFA Society India. Vivek is a strong believer of lifelong learning, networking and collaboration.
He is author of 2 bestseller books – You Can Compound (on investing) and ACTION (on personal finance).
He loves music, reading books, traveling and networking with fellow investors.
Professionally, he loves teaching, investing and technology.
3 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |