Simplifying Investing at Gala Dinner For Dentists

Our founder Mr. Bhuvan Gupta was invited by Dentist Isthmus Dubai to speak at their Gala Dinner on 12th January 2025. While he shared his insight about investing, he highlighted the simplicity and transparency of his approach and he made Doctors realize how one can thrive in the global stock market with minimum intervention.

He focused on long term investing with minimum portfolio churn. He reminded everyone of Warren Buffett, the Oracle of Omaha and his investment methods.
With three simple investing rules he demonstrated how it is impossible to lose money in the stock market with right portfolio management.
Doctors got interested and asked pertinent questions to him to make their wealth creation journey better.
In dentistry, an isthmus refers to a narrow connection or passage between two spaces, commonly found in tooth structure or during root canal procedures.


On the similar lines Mr. Gupta stressed that a doctor is not only a good practitioner but also a good investor.
It was an honor to support dentist isthmus.

SP Jain - Guest Lecture

22/08/2024

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22/08/2024

SP Jain - Guest Lecture

On August 22nd, I had the honor of addressing SP Jain students on the topic of “Values in Wealth Management.” Such discussions by industry experts are invaluable in bridging the gap between theory and practice. A heartfelt thank you to Mr. Jain and Dr. Arindham for hosting such a dynamic and engaged audience.

For those interested in deepening their understanding of equity investing, I regularly teach a course on the “Framework of Equity Investing.” For more details, please visit

http://thevalueinvesting.co.

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#WealthManagement #ValuesInInvesting #SPJain #EquityInvesting #InvestmentEducation
#FinanceTalks #FinancialLiteracy

Empowering Through Knowledge & Values

On June 7th, 2024, we were honored to have Sri M K Ramanujam from Global Organization for Divinity to grace our office with his presence. His extraordinary journey from a successful corporate career at Ford Motor to a dedicated spiritual seeker is truly inspiring.

During his visit, Sri Ramanujam shared his wisdom and experiences, leaving our team at Client First Capital enriched and motivated. His emphasis on the importance of inner peace and self-discovery resonated deeply with us.