The Policy Times, in association with Department of Commerce & Business Studies, Jamia Millia Islamia – a Central University (JMI), is organizing a workshop on “Tax Savings and Investment Planning”. This one-day brainstorming event will be a guide for Industry and people who have less idea about tax savings and smart investments planning. The workshop will be held on Wednesday, October 24, 2018, from 10:30 AM – 14:00 PM at CIT Seminar Hall of the JMI University, New Delhi.
This is an initiative under the banner of Industry-academia exchanges. To spread financial literacy and help people make a better financial decision, the workshop will discuss all changing taxation rules and policies and present financial products and guide on how a common investor (small trader, entrepreneur, housewife, school teacher, college professor, etc.) can allocate savings.
The workshop is supported by TATA Asset Management Ltd, Karvy Stock Broking Ltd, and SenSage Financial Services Pvt. Ltd. Mr. A. P. Siddiqui, IPS, Registrar of the JMI University has kindly agreed to deliver Inaugural Address while esteemed Prof. (Dr.) Ravinder Kumar, Head-Department of Commerce & Business Studies, will deliver the welcome address.
Background Note
Tax and Investment planning is an important part of today’s life. While the middle and upper class directly reap the benefits from personal wealth advisors, not so lucky others lack the required financial literacy and advisory to invest their savings which is not only safe but also generate maximum returns. Mutual Funds (MFs) are one of the safest and stable financial products that people have high regards for. Moreover, ethical funds are getting increasing attention, especially from minority communities.
Brief Intro of Our Partner:
TATA Asset Management Ltd
TATA Mutual Fund is one of the most renowned brands in India. TATA Mutual Fund of the renowned TATA Group deals with Mutual Funds and Asset Management services and offers an investment option for everyone, whether you are a businessman or salaried professional, a retired person or housewife, an aggressive investor or a conservative capital builder. It is a one-stop solution to asset and fund related queries from big businessman to a simple housewife.
Mr. Sandeep Mathur, Regional Head of North India, TATA Asset Management Ltd., will grace the occasion and be one of the panelists of the workshop.
KARVY STOCK BROKING LIMITED – DIVISION: KARVY PRIVATE WEALTH
A Mumbai based public limited company, Karvy focuses on wealth management and allocation. It has branch offices all over India. They have more than 400 offices and target the high earning class and counsel their investment plans. Karvy has different experts for different fields of investment and management.
Mr. Vikram Chhokar, Regional Head, North & East, Karvy Private Wealth, has expertise on Investment Plans and Wealth Management. Mr. Chhokar is our one of the top speakers on the workshop.
SenSage Financial Services Pvt Ltd
Sensage is an answer to all asset management problems and provides various financial solutions and planning services. It mostly covers the areas comprising the finance and planning department. It gives transactional solutions like equity, mutual funds, and Exchange Traded Fund (ETF). SenSage is the best stop for an experienced investor or a fresher in the field.
Mr. M. S. Shabbir is the Promoter and Managing Director of the company. As an accomplished entrepreneur and an expert in Finance and Tax Planning Strategies, Mr. Shabbir is one of the panelists in the discussion.
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