CONCLAVE “Two-day Financial Awareness workshop” (Date:7-8 Jan,2023 Platform: Google Meet)
The commerce association of PGDAV College (eve) in collaboration with Finshala (The finance society of PGDAV College eve) organized a two-day interactive workshop on Financial Awareness. Day-1 of the workshop revolves around the Investment and Depository services by CDSL. The speakers invited were Dr. Shikha Gupta and Karishma Makkar. Dr. Shikha Gupta has 14 years of experience in educational sector. Imparted financial literacy to 10000+ students and is empanelled as Security Market trainer of SEBI, NCDEX, NCFE, CDSL, ICAI & PFRDA.
Karishma Makkar has more than 5 years of work experience in financial sector. She holds professional degree in Company secretary (CS) and MBA. And is currently working as an Assistant Manager with MSE. The total of 78 attendees were present in the session. The event heads for the session were Abhijeet Chatturvedi and Unnati Jha. The session began with a brief introduction of event by the event head Unnati Jha. Abhijeet Chatturvedi, a member of our association welcomed and introduced the speaker to the association and the members present in the session.
The Speaker, Dr. Shikha Gupta, started the session by enlightening the participants about CDSL and how it facilitates holding and transacting securities in the electronic form. The speaker gave various valuable insights and inputs on the following constraints: - • Financial Planning • Investment Planning • Mutual Fund • Capital Market • Rights Issue • Services offered by Depository • Do’s and don’ts while trading • Investment Asset Classes & Asset Allocation • Trading Account & Demat Account • Margin Money • Role of stock exchange Margin money & role of stock exchange topics were covered by Ms. Karishma Makkar. After giving their insightful information on the above topics, Dr. Shikha Gupta addressed various queries and questions from the attendees that majorly revolved around: - • Demat Account & Trading Account • Share Certificate • Primary market • Process of rights issue • T-bills The session was concluded by vote of thanks proposed by event head Abhijeet Chatturvedi and Unnati Jha.
Everyone had a great learning experience and is looking forward for more informative workshops.
Thanks! Regards
