Talk on Wealth Creation road map for Personal Finance:
Col Sunil Midha & Prof. Rishi Mehra created awareness about different practices of Financial Planning in the Indian Context.Key takeaways:-
Techniques and processes to identify suitable asset class as per risk profile were elaborated in detail by the speakers.
An overview of Indian markets and practices was given to help individual investors to take financial decision.SEBI Registered advisors with RIA code are the only authorized advisors for financial planning and Portfolio construction.
They charge fee but get no commission from anywhere, all others are agents and charge commissions.
Financial planning must be done under advice of Registered advisors and mutual fund investments be carried out in Diverse plans.