Webinars
Webinar for Disney Hotstar employees to Celebrate #WOMENINHISTORYMONTH March 2023 on the topic of #1 First step to Financial Independence.
27 th March, 2023
How to avoid biases in investing?
8 th July, 2022
Journey of 6 Year at Opportune Wealth® by Suruchi Jain
Date: 03 May 2022
Opportune Wealth® - Why do we like consumer companies as part of Opportune Wealth’s portfolio?
Date: 26 April 2022
Do you know why we like consumer companies as part of Opportune Wealth’s portfolio?
It’s because consumer companies sell products that people need on a daily basis. These products get priced up when commodity prices go up… However, product prices stay up even after commodity inflation comes down as consumers are willing to pay.
Most investing is not complicated. Come join us as a client and experience the simplicity of investing, whilst making steady long term returns.
Financial planning training – Done for Corporate employees.
Opportune Wealth™ - Rubicon Workshop
Date: 2nd September
As Warren Buffet says, “If you don’t find a way to make money while you sleep, you will work until you die.”
In this financial planning workshop, we cover the basics of investing, see how inflation impacts your daily life, and understand why investing is so critical in today’s day and age. Join us as we cover the various investment avenues and answer the pertinent question, how to make money work for you in the right way!
Opportune Wealth™ - Everything you need to know about US Equity Investing
So what’s the buzz around US Equity Investing. USA is the world’s largest economy, home to some of world’s leading companies and offers a differentiated set of attributes to your portfolio. Join us to find out the nitty-gritty of US investing from Taxation to Broker Options to finding out different Investing Options!
How to Avoid Biases in Investing?
Date: April 2, 2021
Markets are volatile because the human reactions are volatile and often our biases lead us to making up wrong investment decisions. Wealth creation over long term is a
product of not only picking the right companies but also having the right mentality.
Check out how Opportune Wealth can help you make better investment decisions!
“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” – Jason Zweig
Opportune Wealth™ at GeNext Espresso Event by IMC Ladies Wing
Date: April 8, 2021
The Ladies Wing of IMC Chambers of Commerce is the oldest and most successful ladies’ business organization in India, having inspired a slew of similar groups across the country.
Take a look as Suruchi Jain, Managing Director and Founder at Opportune Wealth shares her experience as an Investment Advisor as a part of the esteemed panel discussion at GeNext Espresso Event or Women Entrepreneurs.
Webinar on Opportune Wealth™ Equity and Financial Planning
Date: January 15, 2021
Financial Independence is like a stool resting on the pillars of savings, planning, investment and patience. Opportune WealthTM now offers financial planning as a service. Whether it is a house purchase, a child’s education or retirement planning, we can help you get there. In a world that’s ever so evolving, financial planning should be the choice you make, not the option you consider! Check out how Opportune WealthTM can help you sort out your finances.
Syngene Presentation to Clients
Date: 30th May 2020
Global Pharma players are increasingly outsourcing a substantial part of the R&D work to improve profitability amid rising competition and need for greater innovation capabilities. A subsidiary of Biocon, Syngene International is a leading contract research organisation (CRO), which fills this gap for global innovative companies. The company stands at an inflection point with the impending forward integration into commercial manufacturing of discovered molecules. Here is our take on the future potential of Syngene!
Webinar on Opportune Wealth™ Research Methodology
Date: 20th June 2020
A brief insight into Opportune Wealth’s Investment Framework. Our investment philosophy is based on a resolute framework built on four pillars- Industry, Company, Management and Valuation. This video provides a look into Opportune Wealth Team, our research methodology, services and the sign up process in brief. Think Long term, Think Equity!
Webinar on HDFC Asset Management Company
Date: 27th June 2020
The mutual fund industry has seen large inflows of money from retail investors in the recent years, and more so after demonetization. The broader trend of savings in physical assets shifting to financial savings will continue, and further boost growth of the industry. HDFC AMC is one of the oldest mutual fund houses, and the most profitable one. With consistent superior ROE (Return on Equity of over 40%), a well respected and sound management, HFC AMC is our top pick in the listed AMC space.
Banking Webinar
Date: 5th August 2020
Banks are critical intermediaries forming the backbone for any economy. Over the years, the role of banks has evolved, offering a greater basket of services for people. The webinar offers a deeper understanding of how digitalization is paving way for a fresh leg of growth for the industry. Amid all the uncertainty surrounding banks in recent days, some financial institutions will continue to thrive. Check out how the big banks are getting bigger by the day and what the future holds for the banking industry.
Affle India – Presentation to Clients
Date: 24th November 2020
In a post-pandemic economy, the importance of mobile and digital advertising has only increased further. Mobile advertising and digital adoption have become a necessity rather than a choice. Affle India, which helps its clients generate a better ROI on their mobile marketing spends by providing contextual ads to targeted consumer groups, could be a key beneficiary of this transition process. Check out the webinar to find out more on why we believe this sets up a strong multi-year high growth scenario for the company.
Disclosures with Advice:
Disclosures with respect to Investment Advisor’s own holding position in financial 18 products/securities: The Investment Advisor, Principle Office, and employees are invested in the same financial products/securities advised in its client, in their personal portfolios.
Investment Advisor draws the client’s attention to the warnings, disclaimers in documents, advertising materials relating to an investment product/s which are being recommended to the client/s. A brief regarding the risk associated with the investment products are available in client agreement, same may be referred before investing in advised product or securities.
There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of investment advisory services. Such conflict of interest shall be disclosed to the client as and when they arise.
As of 20 May 2021, when this website was last updated, the Investment Advisor has no affiliation with any other SEBI registered intermediaries.
In-Person Events
Location: Cricket Club of India, Mumbai
Date: 25 November, 2017
Location: Maker Tower A&B, Mumbai
Date: 13 January, 2018
Presented at the Chicago Booth Women’s Initiative
Location: Lower Parel, Mumbai
Date: 11 April, 2018
Presented at Chicago Booth’s Annual Alumni Conference (Pibar, 19)
Location: Aerocity, Delhi
Date: 1 November, 2019
