ENLIGHTENED INVESTMENT SERIES
The Yoga of Investing


1st – 3rd July 2005
SHREYAS, BANGALORE


  

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


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

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:

>

Building wealth through portfolio investment strategies
>
The behavioural aspects of successful investing
>
Understanding wealth as a divine energy that ebbs and flows depending on the karmic state of our mind



FACULTY


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



ENLIGHTENED INVESTMENT SERIES
Yoga for Investing

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.

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.


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.



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


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.


SHREYAS

 
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

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



WORKSHOP OUTLINE

FRIDAY 1ST JULY

>   Arrivals and registration
>   Yoga Processes – Deep relaxation processes for stress management
>   Introduction of  Delegates and setting Agenda for the weekend


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

>   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


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



ENROLMENT FORM
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 Bank/Branch
Cheque/DD      
Cash      

TICK YOUR CHOICE

Credit Card      
  Master        _____ Amex        _____
Visa        _____

CREDIT CARD DETAILS

Card Number  
Expiry Date  

Signature     _______________________

Date               _______________________



For more details and/or registration contact:
Krishna Kumar @ 98456 88486 or Krishna Prakash @ 98452 50623