Teaching

the Value

of Value

Investing

Vishal Khandelwal

Safalniveshak.com

What Safal Niveshak is All About?

An initiative to

educate and

empower

small investors to

make intelligent

and independent

stock market

investing decisions.

The Big Idea

Help investors

minimize what

causes them to

take dumb risks.

Focus on

teaching what

NOT to do in

stock market.

Foundation:

Applying

Lessons from

Buffett and

Munger

“I constantly see people rise

in life who are not the

smartest, sometimes not

even the most diligent, but

they are learning machines.

They go to bed every night

a little wiser than they were

when they got up and boy

does that help, particularly

when you have a long run

ahead of you.”

~ Charlie Munger

Being a Learning Machine

“The best thing a

human being can do is

to help another human

being know more.”

~ Warren Buffett

Best Thing A Human Can Do…

I Teach, Therefore I Learn

How Safal Niveshak Runs?

• No business plan. Keep working at what we are

good at, and trust serendipity

• 100% boot strapped – All work i.e., website,

technology, writing, emailing, social media,

housekeeping, etc. handled in-house

• 2-member team (Anshul joined in Feb. 2015)

• Complete focus on what can help the investor get

over his pain

• Principles – Unbiased, independent, brutally honest

Applying More Lessons from Buffett

• Lose money and I will forgive you, but lose even a

shred of reputation and I will be ruthless.

• The best defense in a tough economy is to add the

most you can to society. Your money can be inflated

away but your knowledge and talent cannot.

• Do what you’re passionate about. If you do this, there

will be few people competing or running faster than

you.

• If you're in the luckiest one per cent of humanity, you

owe it to the rest of humanity to think about the other

99 per cent.

Using Value Investing to

Add Some Value to the Society

It’s Been

Challenging

“It's easier to

fool people than

to convince

them that they

have been

fooled.”

~ Mark Twain

Offline

Initiatives

First Value Investing Workshop –

Bangalore, April 2012

Workshops Over the Years

Workshops in 3 years – 35+ | Participants – 1000+

True Wealth Workshop, 2014

8 Cities, 12 Days, 7,000 KM

Nagpur

Raipur

Bhubaneshwar

Patna

Lucknow

Ludhiana

Jaipur

Indore

Vadodara

Surat

Value Investing Meetups

• Launched in Sept-2015.

• Idea is to get investors across cities connected through

regular, informal meetups to learn from each other.

• Good, initial feedback, with 130+ investors meeting up

in Bangalore and Mumbai in Sept and Oct 2015.

Online Initiatives

• Started in July 2011, written thrice a week

• Free Newsletter on Value Investing, Behavioural

Finance and Business Analysis

• 658 posts written so far, including interviews with

people like Prof. Sanjay Bakshi, Chetan Parikh, and

Jae Jun

• Idea is to educate in a fun and free way

10

1,800

6,100

12,500

18,000

Aug-11 Aug-12 Aug-13 Aug-14 Now

Journey So Far…

100% Word of Mouth

# No. of subscribers for The Safal Niveshak Post

Mastermind Value Investing Course

• Launched in July 2013. Premium, Online Course in Value

Investing, Behavioural Finance and Business Analysis

• 1,200+ students across 5 batches and 15 countries

• 7 modules, 50 chapters, PDCs & Videos, Mastermind

Forum for Q&A and discussions.

Value Investing Almanack

• Launched in Feb-2015. Premium

Newsletter on Value Investing,

Behavioural Finance and Business

Analysis

• On the lines of OID – License-Based

Viewership

• 375+ subscribers, including Prof.

Sanjay Bakshi

Safal Niveshak’s Bouquet

2012 2013

2015 2015

Some Recognition

I am sure that any investor (including

experienced ones) in Indian markets would

benefit from Vishal’s work. I certainly have.

~ Prof. Sanjay Bakshi

If you want to become a serious, long-term

investor, Safal Niveshak is truly a gold mine for you,

filled with great perspectives and wisdom.

~ Mr. Chetan Parikh

And Then…

What Next for Safal Niveshak?

• Stock Recommendation Service

• Money Management

• Model Portfolios

“A lot of success in life and

business comes from knowing

what you want to avoid.”

~ Charlie Munger

A School of

Value Investing

and

Multidisciplinary

Thinking

It Will Be Challenging…

But the idea of Safal

Niveshak would remain

to convince investors

that they have been

fooled…and how they

can educate

themselves to avoid

getting fooled in the

future.

Connect with Vishal(If you still wish to!)

Blog: www.safalniveshak.com

Twitter: @safalniveshak