THE SOCIETY OF FINANCIAL INDEPENDENCE
Actualize your financial independence
THE SOFI STORY
FINANCIAL
INDEPENDENCE
WORKSHOPS
MODEL
PORTFOLIO
SERVICE
Mr. MARKET'S
MUSINGS
FREE
CERTIFICATE
CourseS
NETWORKING
FOR
members
Our Mission
The Society of Financial Independence (SOFI) has been established with the aim of helping people realize their true potential to create significant wealth and become financially independent. While over the next few decades India's economy is projected to grow significantly, statistically, very few people are likely to take advantage of this and compound their capital consistently. This is because they do not know how to take advantage of this economic growth or do not possess the right skill-set and process required to do so. The Society aims to bridge this financial awareness gap among people and raise the overall intellectual baseline with respect to financial literacy. At its core, the Society is a collective of like-minded investors who seek to support each other in their adherence to the path to financial independence.
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To further its objectives, the Society offers the following services:
FINANCIAL
INDEPENDENCE
WORKSHOPS
Our signature workshops are aimed at empowering people, from all walks of life, to achieve their financial independence by learning how to create significant generational wealth. The basic FIW workshop is curated in a manner that equips participants from any discipline with the skillset needed to navigate the equity markets and create significant wealth.
The advanced FIW workshop democratizes several ways to value and analyse stocks used by several leading fund managers and hedge funds. It equips you with the tools necessary to conduct your own research, analysis, and gives you sufficient confidence to make your own investment decisions.
MODEL
PORTFOLIO
SERVICE
The SOFI Model Portfolio has generated industry-beating returns that are well in excess of the returns delivered by benchmark indexes such as Nifty 50 and Sensex. The investment methodology underlying the portfolio is essentially the same methodology taught in our Financial Independence Workshops.
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While we encourage our members to take their own investment decisions, we realize that not everyone has the time necessary to invest actively. Accordingly, this service is provided to our members to help complement their own analysis and research.
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Mr. Market's Musings
Mr. Market's Musings is our premium blog, which aims to provide relevant and material financial insights to enable the reader to consistently grow as an investor and make informed investment decisions. It aims to augment your investment process by bringing you distilled information that makes you a better investor by compounding your knowledge over time.
While some articles are reserved only for members, the articles are divided into five categories. These categories relate to stock-specific analysis, the impact of macroeconomics on our investments, behavioral finance (and how to overcome investment biases), wisdom from investment giants, and contemporary financial issues.
FREE
CERTIFICATE
CourseS
We offer free certificate courses that enable participants to understand and appreciate the fundamentals of finance. The courses are curated in a manner that allows participants from any discipline and background to visualize the practical application of finance in our daily lives.
In particular, our courses help participants gain an insight into the process involved in scaling a business from an idea to an IPO. Many young entrepreneurs do not understand the steps involved in raising capital and have unequal bargaining power when it comes to raising capital from angels or venture capitalists. The courses help bridge this gap.
NETWORKING
FOR
members
At our core, we are a community of like-minded investors that support each other to achieve our financial goals. The Society facilitates networking amongst members by hosting quarterly and annual events. These events feature some of the best investment minds as guest speakers. The networking events provide a platform for member investors to meet and exchange investment ideas, sharpen their analytical skills, and progress on the road to achieving financial independence.
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The focus of these events is to ensure that members gain an understanding of contemporary investment issues, gain insights into new investment ideas, and network with each other to foster a sense of community.