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ENLIGHTENED
INVESTMENT SERIES
The Yoga of Investing
1st
– 3rd July 2005
SHREYAS, BANGALORE
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| Shreyas
is a retreat for discerning guests to step away from
the hectic demands of modern life and spend time in
unwinding, reflection, rejuvenation and rediscovering
the simple pleasures of life. It is an ideal setting
for retreats and workshops dedicated to self discovery.
www.shreyasretreat.com
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ENLIGHTENED INVESTMENT SERIES
The Yoga
of Investing
This series is brought to you by Inner Challenges, a
Life Coaching company that brings the wisdom of the
vibrant Indian spiritual tradition to every day living.
www.innerchallenges.com
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This
one of a kind Series brings together Market Professionals
with years of Investment Banking experience, Money Management
experts and Spiritual Teachers to provide you insights
on the following areas: |
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Building
wealth through portfolio investment strategies |
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The
behavioural aspects of successful investing |
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Understanding wealth as a divine energy that ebbs and
flows depending on the karmic state of our mind |
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FACULTY
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| VIPUL
SHAH
Vipul is the Country Head of the Private Wealth group
of JM Morgan Stanley. Based out of Mumbai, Vipul brings
years of experience in dealing in the Indian Capital
Markets and will be sharing his knowledge of investing
in India through properly constructed and well managed
portfolios.
Prior
to JMMS, he worked abroad as a fund manager, for a group
of individuals, investing in structured products as
well as global equity, debt, currency and commodities
markets. He has over 12 years of experience in wealth
management, equity research, structured products, derivatives,
debt markets and corporate finance.
Professional
Education and Memberships
1. Chartered Accountant (Institute of Chartered Accountants
of India)
2. Chartered Financial Analyst (CFA - US, AIMR)
SHANKAR NARAYAN
Shankar is disciple of Sri Anna
Subramanian (grand-disciple of Sri Ramakrishna) and
Swami Poornaananda, Srisailam (grand-disciple of Swami
Nityananda), and has spent over 25 years studying/practicing
the Indian Scriptures.
He was an advisor
to the Chairman & Managing Director of the MMTC,
India prior to resigning to pursue his spiritual studies.
Professional
Education
1. B. Tech (IIT Chennai)
PAWAN
MALIK - Life Coach & Promoter (Inner Challenges
& Shreyas Retreat)
Pawan was Managing Director of Bankers Trust International
and more recently, Rabobank International, where he
was responsible for Investment Banking products based
out of Japan.
He splits his
time running Inner Challenges, a company which aims
to de-mystify the philosophy of Yoga and make it more
accessible to professionals in their contemporary lives
& teaching professional Investment Banking to Investment
Banks across Japan, Korea, Hong Kong, Singapore and
Malaysia. He actively manages a portfolio of equity
and credit instruments for a group of individuals that
invests in the Global Capital Markets.
Professional
Education and Memberships
1. Member of
the Securities and Futures Association in the UK (FSA)
2. Chartered Accountant (UK) - Member of UK Institute
of Chartered Accountants
3. Chartered Taxation Specialist (UK) - Member of Chartered
Institute of Taxation
RUCHA
SUKHARAMANI– Director (Yoga & Yoga Therapy),
Shreyas Retreat
Rucha was a founder member of the Yoga Center in Manipal
Hospital, in Bangalore. She worked there as a therapist,
teaching asanas and meditation techniques. She has also
been involved with treating patients in her private
practice for the last 8 years.
Professional
Education
1. Bachelors in Physical Education with a major in Yoga
from LNIPE, Gwalior
2. Qualified Therapeutic Yoga Instructor from the Vivekananda
Kendra, India |
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ENLIGHTENED INVESTMENT SERIES
Yoga for
Investing
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This residential workshop explores some fundamental
issues with respect to wealth - its creation, sustenance,
and its enjoyment. Essentially, where does money come
from, how do we grow it and above all, how do we enjoy
living with money. This workshop has three parts to
it.
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Part
1:
Handled by Vipul, the first part of the workshop would
focus on the functional and technical aspects of Investing
and will show us how wealth can be legitimately grown
using sound investment criteria combined with a properly
constructed, well researched, and professionally managed,
portfolio. We will delve into each of these areas in
some depth and provide guidance based on individual
investors nature, needs and preferences.
Part 2:
Here, Shankar will provide the inputs from the Indian
spiritual scriptures on developing a relationship with
wealth and understand its dynamic nature. We will also
explore whether the time tested Indian Spiritual Tradition
offers us some “gems” of wisdom and practical
processes to help us become and remain wealthy. Above
all, we will explore how right understanding of this
dynamic energy, appearing as wealth, can help us live
in state of prosperity and harmony. After all, what
is the point of wealth, if you do not have the health,
family or peace of mind to enjoy it?
Part 3:
Facilitated by Pawan. He will share his experience on
how Yoga and its practices can enable a positive mind
set that can execute clear and focused strategies of
successful investing and overall wealth management.
He will also bridge the “apparent” gap between
the contemporary view of wealth and the prescriptions
provided by the ancient Indian scriptures.
During
the workshop, delegates will also have access to Yoga
therapy / wellness consultations for overall improvement
for mind, body and spirit. The simple Hatha Yoga postures,
and selected breathing and awareness processes can be
practised by all and will bring flexibility, strength
and balance to our lives.
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The setting for this workshop is Shreyas, an exclusive,
private and luxurious retreat which combines elegant
living with unobtrusive service of the highest standards.
A maximum of 25 persons can stay at Shreyas, which
is spread over 25 acres of landscaped gardens. Food
at Shreyas is a variety of Indian, Continental and
Oriental Vegetarian cuisine. Almost all the food is
freshly grown in its own vegetable, herbs and rice
paddy fields.

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INVESTMENT
2
Nights / 3 Days (Arrival Friday Night - Departure
Sunday Night)
Rs
20,000 per person sharing a garden / pool suite
cottage accommodation
Rs 30,000 Single Occupancy
Investment
includes:
Workshop fees, Workshop Material, Yoga classes,
2 Night 3 Days Full board stay at Shreyas &
all taxes and service charges.
Airport
Transfers can be arranged on a chargeable basis.
For
registration, please contact krishna@innerchallenges.com
080 (2)773 7103 or 080 (2)773 7183 Extension 129
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INNER CHALLENGES APPROACH |
Inner Challenges is a Life Coaching company that brings
the wisdom of the vibrant Indian spiritual tradition
to every day living. Through participative workshops,
we enable excellence in people’s lives through
right understanding of principles contained within the
tradition of Yoga and apply the wisdom of these eternal
principles & processes to contemporary life issues
such as managing emotional relationships, understanding
our motivations of work, understanding our personality
and our relationship with the outside world, discovering
and living qualities of leadership, emotional and spiritual
excellence.
During
our workshops we make extensive reference to recent
findings in modern scientific, social and behavioral
thought to show how eternal wisdom and values are necessary
to live a fulfilling life in modern times.
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SHREYAS |
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Shreyas
is a boutique retreat situated about 35 km from
the centre of Bangalore. Shreyas combines the
best of traditional and contemporary architecture
with the most modern of facilities. It is comparable
to the more exclusive 5 Star boutique hotels in
South-East Asia, in terms of design, aesthetics,
and service, comfort and general facilities for
recreation. |
A
little ‘gem’ tucked away in the middle
of India… …It is a perfect setting
for almost any kind of personal growth journey,
but most of all enhanced by the care and consideration
shown by the staff. They have been impeccable!
Truly they are Shreyas’ greatest asset.
Navita, London
Shreyas
is a little piece of paradise of earth. Thanks
to all of you for your kindness and your smiles,
you made my stay have a truly memorable experience.
Carole, Sri Lanka
Shreyas…epitomizes
a haven of rejuvenation …it is the perfect
place to relax, unwind, and “find yourself”.
It is one of the few retreats where you can forget
the stress of day-today life and rediscover the
simple pleasures that life can offer.
Asia Spa India
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In
addition to offering the simple pleasures of life
such as a clean and quiet environment, good homely
food, fun recreational activity, Shreyas allows
you that much needed space to spend some time
with yourself in a private and spiritual environment.
We therefore request our guest to refrain from
meat, alcohol and smoking during their stay with
us.
www.shreyasretreat.com
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WORKSHOP
OUTLINE |
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FRIDAY 1ST JULY
>
Arrivals and registration
> Yoga Processes
– Deep relaxation processes for stress management
> Introduction of Delegates and
setting Agenda for the weekend
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SATURDAY
2nd JULY
Session 1: Yoga Processes
> Asanas- Postures for a healthier and
suppler body.
> Pranayama – Breathing processes
for managing stress and calming the mind
Session
2: The Indian Spiritual view of Wealth – Maha
Lakshmi
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Understanding the nature of the energy appearing
as Wealth
> Creation /Sustenance/Right use
> Relationship with wealth – Owner
or Trustee
> Importance of Right Giving
Session
III: Practical Wealth Management
> Why should I invest? / Who should I invest
for? How much should I invest?
> What should I invest in
> Constructing a generic portfolio -
Property, Bonds, Businesses, Equity Stocks
> Is the Stock Market for me?
> Am I an Investor or Speculator?
> Do my positions / investment style
reflect my ambitions?
Session
IV
> Yoga Nidra - Deep relaxation exercises
> Awareness exercises– Become an
objective witness of your thoughts and emotions for
better decision making
Session
V
> Post Dinner – Sharing of experiences |
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SUNDAY
3rd JULY
Session
I - Yoga Processes for Managing Stress
Session
II: The Yoga of Investing
> Why does the Market rise and fall?
> Developing the right attitude of investing
> Does my strategy fit my personality?
> Some practical tips and discussion
on Buying low - Selling high
> How attached should I be to my positions?
> How do I avoid going up and down with
my Investments?
> Is constant vigilance of market movements
making me a better investor?
> What should my attitude toward other
investors be?
Session
III: Constructing a Portfolio
> Is there a need for a professional
guide to help me invest?
> Understanding the motivations/lifestyle
of your fund manager
> The importance of right research –
company, stock, fund manager, professional advisor
> Constructing a Model Portfolio
Session
IV: Yoga Nidra - Deep relaxation & Awareness exercises
for clearer decision making |
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Kindly
complete and return via e-mail at reservations@shreyasretreat.com
as an attachment or to the fax number indicated
below:
To
Reservations Department
Shreyas Retreat
Fax:
080 2773 7016
Date
_______________________
From
_______________________
Fax
No
_______________________
Program
Date July 1 – 3, 2005
I would like to confirm my/our participation(s)
for Yoga of Investing.
Accommodation:
Number of Delegates _____
Delegate(s)
1.
2.
3.
Delegation
Fee Rs. ______________
Terms
and conditions:
1. Delegate Fee: Rs. 20,000/- per delegate on
twin sharing basis and Rs. 30,000/- on single
occupancy.
2. Cancellation – In the event that I cancel
my reservation thirty (30) days or less prior
to my arrival, I agree that the
above delegate fee will be non-refundable.
PAYMENT
DETAILS
| Payment
Mode |
DD
/ Cheque Number |
Date
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Bank/Branch |
| Cheque/DD |
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| Cash |
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TICK
YOUR CHOICE
| Credit
Card |
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Master
_____ |
Amex
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Visa
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CREDIT
CARD DETAILS
Signature
_______________________
Date
_______________________
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For
more details and/or registration contact:
Krishna Kumar @ 98456 88486 or Krishna Prakash @ 98452
50623
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