Wealth Talk – Rule-Based Investing Seminar in Bengaluru | Vivekam Financial Services

In-person seminar · Bengaluru

Wealth Talk

Stop Wondering. Start Doing: Build a Rule-Based Investment Process for Confident Results.

Learn how a structured, data-driven approach can transform your investment journey—from understanding your Portfolio Score and the Magic Number 93 to managing risk, cost, time, and emotion with clarity.

City: Bengaluru

Date & Time: Saturday, 20 December 2025, 10:00 AM – 06:00 PM

Organizer: Vivekam Financial Services SEBI Registration No: INA200000316 · BASL Registration No: 1288

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Limited seats · Prior registration mandatory

Are You Investing on Hope, or By the Book?

Many investors rely on tips, trends, or ad-hoc opinions rather than a tested framework. Wealth Talk helps you move from intuition-driven decisions to a measured, rules-based method that treats your portfolio like a business.

  • Understand your Portfolio Score and what it reveals about your holdings.
  • Discover why maintaining a score above the Magic Number 93 has historically led to superior outcomes.
  • See how Vivekam’s Hybrid strategy aims for 12%+ outcomes with disciplined risk management.

About Wealth Talk

Wealth Talk is a focused, in-person seminar that walks you through a complete investing framework built on the principle “Rules First, Returns Follow.” Instead of chasing market noise, you will learn how to evaluate your portfolio with objective metrics and a structured process.

Drawing on years of research behind Vivekam’s Portfolio Score (SWOT Score), you will see how a single number between 0 and 100 can reflect the overall health of your investments by combining growth in sales, EBITDA and net profits with valuation and risk markers.

The session also showcases process-driven strategies such as the Hybrid rule-based large-cap growth approach, methods to measure risk using concepts like the Sharpe Ratio, and tools like SMARTVEST that let you “test drive” the rules on historical data before committing capital.

What You Will Learn

Portfolio Score & the Magic Number 93

  • How the SWOT-based Portfolio Score is computed from seven key variables.
  • Why portfolios maintaining scores above 93 have historically outperformed Nifty with lower volatility.
  • How to identify strong stocks and weed out weak links objectively.

From One-Time Favorites to Rule-Based Exits

  • Why emotional attachment leads to “short-term heroes” staying too long in your portfolio.
  • The rules that signal a timely exit when a stock becomes over-priced or stops performing.
  • Shifting focus from past returns to controllable drivers like risk, cost, time and emotion.

Risk, Sharpe Ratio & Hybrid Strategy

  • How to measure the additional return for every unit of risk using the Sharpe Ratio.
  • Understanding the Hybrid rule-based large-cap strategy targeting 12%+ annualised outcomes.
  • How multi-start entries and disciplined exits help build confidence in long-term consistency.

Becoming the Pilot of Your Investment Journey

  • Using SMARTVEST-style simulations to replay rule-based decisions over different time periods.
  • Testing the process on historical data before investing real money.
  • Moving from passive dependence on “tips” to active, process-driven decision-making.

Meet Your Speakers

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VVK Prasad

Senior Investment Strategist, Vivekam Financial Services

Specialises in quantitative, rules-based equity strategies and has been closely involved in designing the Portfolio Score framework and the Magic Number 93 methodology used to evaluate thousands of investor portfolios.

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Yashwant Vemuru

Head of Research, Vivekam Financial Services

Focuses on measuring and calibrating risk using tools such as the Sharpe Ratio and other statistical metrics. Works on helping investors move from return-chasing behaviour to process-driven risk management.

Who Should Attend?

Wealth Talk is designed for investors who are serious about building a disciplined, long-term process.

  • Equity and mutual fund investors who currently rely on tips, news flow or ad-hoc recommendations.
  • Working professionals and business owners who want a structured approach to growing their surplus capital.
  • Retirees and near-retirees seeking outcome-focused strategies with controlled drawdowns.
  • Family offices and HNIs looking to evaluate data-driven processes before allocating larger sums.
  • Anyone who wants to move from “hoping for returns” to following a tested rulebook for investing.

Venue & Location

City: Bengaluru

Venue: The Chancery Pavilion, 135 Residency Road , Shanthala Nagar , Ashok Nagar , Bengaluru Karnataka 560025

Detailed directions and parking information will be shared with confirmed participants closer to the event date.

wealth talk

Vivekam Financial Services

SEBI Registration No: INA200000316. BASL Registration No: 1288.

This seminar is intended solely for investor education and awareness. The concepts discussed—such as Portfolio Score, Magic Number 93, Sharpe Ratio, Hybrid strategy and simulations—are based on data-driven processes and historical analysis, and do not constitute investment, legal or tax advice or a recommendation to buy, sell or hold any security.

Equity and mutual fund investments are subject to market risks, including the possible loss of principal. Past performance, back-tested or simulated results are not indicative of future returns. Target or outcome numbers (including any 12% references) are illustrative and not guaranteed. Investors should consult their financial, tax and legal advisers before making any investment decisions.

Attendance at the seminar or use of any tools or illustrations does not create an advisory relationship by itself. Any investment shall be made only after completing the necessary risk profiling, documentation and suitability assessment as required under applicable SEBI regulations.