Utkarsha - Financial Planning, 5th August, 2011

"Utkarsha" - SSBM's Financial Counseling Cell commenced its lecture series on financial planning on 5th Aug 2011 for the office attendants of all Institutes of Symbiosis. The program was aimed at educating these employees on the importance of financial planning and Investments and various options available for the same. The chief guest and speaker for the session was Mr. Amit Biwalkar, Director, Sapient Wealth Advisors and Brokers Pvt Ltd.

Mr. Biwalkar provided valuable guidance to the audience by highlighting the importance of saving and investing. He stressed on the fact that mere savings were not enough to fulfill all monetary requirements of an individual, but a prudent investment of the saved money was  equally necessary. Mr Biwalkar also apprised the audience on investments in debt and equity market, Pension planning, investment in mutual funds, real estate and gold. The importance of insurance and the nuances of an insurance plan were also explained thoroughly.

The lecture was followed by an interaction (question and answer) with the audience wherein Mr Biwalkar answered all the queries and clarified doubts effectively.