BCAS Annual Leadership RetreatApril 2016

The Journey So Far

Gandhi Ashram

Satish Kumar“A study of Economics as if People

Mattered”

Predatory Parasitic Enterprise Gregarian Service

Extraction Transaction Unconditional

Types of Capital

Intellectual Subtle Social Material Financial Natural Cultural Experiential0

1020304050607080

2010 2014

Types of Capital

Self

EsteemRelationship

Survival

Service

Making a difference

Internal CohesionTransformation

Changing Paradigms

Network Vs Heirarchy

The Licensed Investment Adviser

The Role of the Fiduciary“Fundamental Obligation to work in

the best interest of the Client”

The Trust Machine“How the technology

behind the bitcoin could change the

world”

Network Vs Heirarchy

RIA

Founding Principles

Fostering an Authentic Engagement with Wealth

Catalyst Program“A 6 month program for individuals with wealth in currency or cash flows” 

Family Program“Suited for individuals and families that hold wealth in asset heavy resources”

The Mentorship Program“A 6 month program for organizations that seek value maximisation”

Sacred Capital

Eco-System

Sacred Capital Eco-system

Nurturing Assets

WEWE

ME

WEUS

Financial Capital

Time

Presence

Ideas

Material

Needs + Currencies = Assets

Understanding Our Needs

US

WE

ME

Needs Map

Daughters education and

well being

Development of self

Family’s basic needs

Personal dreams(Hiking,

Meditation camps)

Development of others

Family Holidays

Health (social, mental, spiritual,

emotional)

Understanding Currencies

WEWE

ME

WEUS Outflows

Inflows

(n) Latin Root: To Flow

Full time employment

Freelance Consultant

Entrepreneur

Assets

Asset: (n) “holder of value”

Key features of assetsRisk: How engaged are we with our assets?

Return: Tangible – Intangible

Fungibility: Mutual SubstitutionWE

Nurturing Assets

WEWE

ME

WEUS

Financial Capital

Time

Presence

Ideas

Material

Needs + Currencies = Assets

‘ME’What fulfills me as a human?

Time Horizon Basic Needs (Tangible)

Nuanced Needs (Less Tangible)

Short Term – next 3 to 5 years

Medium Term – next 5 to 15 years

Long Term – 15 years and more

Nurturing Assets

WEWE

ME

WEUS

Financial Capital

Time

Presence

Ideas

Material

Needs + Currencies = Assets

Asset Dashboard

Monitoring100%

Risk

Fun-gibile98%

Not Substitutable2%

Fungibility

Long48%Liquid

52%

Maturity of Fixed Income

Fixed Income32%

Real Estate67%

Gold1%

Catalyst Program Participant Portfolio

Fixed32%

Varied68%

Return

USD32%

INR 68%

Currencies

engage@sacredcapital.in

Thank You!