PHDCCI SHE Forum organizes Interactive Session on Financial Investments for a Secure Future
PHDCCI SHE Forum Chandigarh organized an Interactive Session on Financial Investments for a Secure Future at PHD House, Chandigarh to create awareness about the various financial instruments and investment options available in the market with high returns that grow wealth while minimizing risk.
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In her Opening Remarks, the session moderator, Ms. Bharti Sood, Regional Director, PHDCCI mentioned, understanding the significance of investing and making informed decisions can pave the way to a brighter financial outlook. She further mentioned investing money wisely is a vital step toward securing a financial future.
While welcoming the delegates and speakers Adv. Pooja Nayar, Chair, PHDCCI SHE Forum stated this session is important for everyone who are beginning their journey of investment or looking to stabilise their financial goals. She further mentioned the session aims to educate participants on various investment options, how to manage risk in investments, ensure high returns and strategies to secure a robust financial future.
On this occasion Gurmeet Singh, Managing Director, Master Portfolio Services Ltd talked about Portfolio Approach to Investing for Stress Free Wealth Creation in Changing Times.
He elaborated on the need for financial planning; phases of Financial planning, process of goal oriented Financial planning starting with financial diagnosis; goal setting; instrument selection & periodic review of portfolio. He further explained portfolio approach and investment avenues based on individual goals & risks tolerance.
He concluded by saying partnering with a right advisor will lead to a more secure financial future with a stress free process.
Moreover, Vipul Ghai Regional Head (Punjab, Haryana, HP and J&K) ICICI Prudential Asset Management Company Ltd delivered a comprehensive and enlightening presentation on Wealth Creation through Mutual Funds and Alternate Products.
He explained intricacies of mutual funds and the potential of alternative investment products. He eloquently demonstrated on how these tools can be effectively utilized to build and diversify investment portfolios, paving the way for robust wealth creation.
The session witnessed an insightful discussion pertaining to the upside of investing in stocks, mutual funds, the benefits of quant funds and queries on where & when to invest money wisely.
While summing up the session Ms. Bharti Sood, Regional Director, PHDCCI reiterated PHDCCI’s unwavering dedication in advocating for financial literacy for one and all.
During his formal Vote of Thanks Shiv Shankar Kumar, Co-Convener, Banking and Financial Services Sub-Committee, Punjab State Chapter, PHDCCI highlighted the pivotal role of being aware of various kinds of investments and the complexities involved in investing in today’s volatile market.
He also emphasized that the discussion today focused on diversification, risk management and long-term planning which provided a clear and practical roadmap to financial stability for all attendees present.
Mr. Sanjiv Singh Sethi, Co-Chair, Punjab State Chapter, PHDCCI was also present on the occasion.
The programme was attended by over 80+ delegates from various industrial sectors of the region.
