Main Content

Workshops

1) Investment planning Workshop

A professional development programme on Investment planning was held on 2nd February 2019. 20 faculties and 15 non teaching staff had attended this workshop.

Program Contents:
1. A common man’s concern
2. Financial Planning Process
3. Why Financial Planning?
4. Best Practices

Objectives of workshop
• The objective of this program is to teach faculty and non teaching staff to “How to be smart with your money”
• Also to ensure that participants gain a basic understanding about Financial Planning and its various components viz Insurance Planning, Investment Planning, Tax Planning & Retirement Planning.
Investment Planning is an important tool for every individual to accomplish the financial goals. The process of investing allows one to grow, rather than maintain the savings for greater financial rewards in the future. Investment planning requires the assessment of many different investment options to choose the right vehicles for assets, such as stocks, bonds, and mutual funds.
Dr.Vani Kamath, Dean of Faculty at D Y Patil University School of Management in association with Securities and Exchange Board of India conducted a workshop for the staff of the School on 2nd February 2019. The workshop concentrated primarily on the process of financial planning, defining smart goals, importance of budgeting, net worth calculation, meaning and importance of risk and return, power of compounding, inflation, importance of investments in mutual funds, equities and investment commandments. More than forty people from teaching and non teaching staff attended the workshop.

Dr.Prajakta Mondkar Assistant Professor said, “The workshop was very beneficial as all the investment avenues were clearly explained in a simple and lucid way.”
Ms.Snehal Dumbre Assistant Professor said, “The workshop was an eye opener for her as it emphasized on wealth creation by investing at an early age to reap the benefits of compounding.”
Mr.Vijay Patil from the non teaching staff said, “The workshop highlighted on many areas of finance which were not known to many being very useful for planning and diversifying income in various options.”

Outcomes:
Faculty and non teaching staff had an exposure to make smart investment planning.