Goal-based investing
THE WEEK India|March 26, 2023
THE WEEK-Aditya Birla Sun Life AMC seminar in Kottayam focused on matching investments with life goals
MATHEW T. GEORGE
Goal-based investing

THE HALL AT Hotel Aida in Kottayam was packed when K.S. Rao—executive vice president and head of investor education at Aditya Birla Sun Life AMC Ltd (ABSLAMC)—rose to greet residents of the city of lakes, letters and latex. Earlier in the day, Rao was at the Saintgits group of educational institutions to present ABSLAMC’s flagship training programme for students—My First Paycheque.

At the Aida, the crowd was a mix of seasoned investors and beginners. As always, ABSL brought a stellar panel to Kottayam, and in the lead was Rao, ably supported by Sandeep S., regional head of ABSL AMC Ltd (Kerala) and Rajesh Krishnamoorthy, an independent director, financial expert and former country head of the Financial Planning Standards Board Ltd. The theme: Life Goal Planning with Mutual Funds.

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