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  • Writer's pictureNeelam Tandon

World Investor Week 2023

Updated: Oct 16, 2023

On the occasion of World Investor Week 2023 on 9th October 2023, Well Being Shiksha Foundation in collaboration with Association of Mutual Fund of India conducted a Financial Well Being workshop for 120 students of BBA Finance final year at Symbiosis Centre for Management Studies, Plot No 47-48, Sushil Marg, Block A, Sector-62, Noida.

The objective of the workshop was to sensitise young students towards money management and financial planning to remain happy in life. Students were nudged to spend with caution and save with passion.

The session started with the video message of Deputy Secretary General of International Organization of Securities Commissions (IOSO) to sensitise young students to invest safely in the capital market.

The speakers of the workshop Mr Suryakant Sharma (senior consultant from AMFI), Dr. Neelam Tandon (Founder and Managing Director of Well Being Shiksha Foundation) and Dr. Deepak Tandon (Professor of Finance IMI, New Delhi) motivated students to learn fundamentals of money management and practice budgeting , planning , saving, investing in mutual funds with due diligence. Students also asked questions related to the following topics:

· How to start investing in Mutual Funds.

· How to select Mutual Funds or make diversified portfolios.

· What is the Entry and Exit time?

· Major Types of Mutual Funds.

· Tax obligations on short term and long-term wealth gain.

· How to achieve life goals through the Systematic Investment Plan route.

· Concept and usefulness of Systematic Withdrawal Plan.

The Financial Well Being Workshop added immense value addition to the students of Symbiosis Centre for Management Studies. Mr. Suryakant Sharma on behalf of the Association of Mutual Funds of India appreciated inquisitive students with a friendship band comprising of Pen Drive in it. Students were very happy to understand the core of the money management and financial empowerment.

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