The city-based personal finance professionals’ duo of Malhar Majumder & Shibaji Bose hosted an event on
Managing Personal Finance at a star destination in Kolkata. This was well attended by more than a hundred
professionals, retired & corporate executives, and businessmen.
Deliberating on the critical values of managing money, Shibaji Bose – Partner of Positive Vibes, who is also an
ex-banker and a renowned author of fiction, emphasized the four cornerstones of their practice.
1. Client’s interest first 2. Open and honest communication 3. Neither greed nor fear 4. Relationship for a
lifetime.The audience found it cheerful when complicated money management concepts like ‘Volatility’, ‘Risk
& Reward’, ‘Asset Allocation’, ‘Compounding’, ‘Goal’, ‘Investment’ & ‘Speculation’ were illustrated using Magic
and Mind reading.
Malhar Majumder, FCMA and ACS, who has written more than a hundred personal finance articles since 2005,
has a unique take on the conception and design of the day’s program. Investors are getting bombarded with
trends, information, suggestions, and data, every milli-second of their waking life. It has its dopamine effect,
but it also steals attention and makes people restless. Investing in such a state will be a chaotic disorder.
“Hence, we tried to offer the investors a program that orients them to identify their own needs and then align
them with investment products. This will help them to remain calm against short-term volatility and confident
that their final objective is achieved”.