Tuesday 28 February 2017

Seminar on Wealth Management by S.N.Capital at JDAT Ngp

            Owing to Financial Literacy a set of seminars are planned by JDAT Nagpur by coordinating with S.N.Capital (Wealth Managers) for employees of JDAT Nagpur, JD Local Fund Nagpur, and Treasury Office Nagpur.

These seminars will be conducted in three phases :-
First     -> Introduction to Concept of  Wealth / Asset management.
Second -> Introduction to Products for investment according to different categories, risk factors, liabilities, etc.
Third    -> Personal Counseling to employees over Wealth Management as per there Financial status and Need.

First Seminar was arranged on 28/02/2017. About 80 employees were present.
The topics addressed were as follows :-
  1. Need of investment ?
  2. Means of Investments.
  3. Preference to be chosen for  investments.
  4. Concept of Mutual Fund Investment. Its importance.
  5. Effective Live examples.
  6. Comparison with Other investment Plans.
  7. Benefits of SIP (Systematic Investment Plan).













1 comment:

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