The Wealth Advisors – a leading financial services firm at Udaipur offering wealth management and debt syndication services in association with Reliance Nippon AMC , organized an investor awareness meet on available Investment options in current scenario and educating clients on right investment procedure.
The program took place at Hotel Ashoka Palace on 27 June 2019 with a gathering that accommodated nearly 100+ investors including those who were leading industrialists, BNI Members,hoteliers, doctors, CA’s and NRI’s.
This event’s key motive was to address investors and discuss the various investment opportunities available and selecting the right ones basis one’s risk appetite and investment horizon in consultaion with their Financial Planners.
During the program, Mohinder Kumar- AVP-S&D Training for Reliance Nippon AMC and Vikas Behra- Regional Head for NJ Group enlightened the most prominent ways of investment and motivated them to invest their money wisely. He guided the investors on the ways of moving on the right path in today’s rapidly changing and diversified capital market.
Saurabh Agarwal and Vikas Behra also highlighted the importance of going online and briefed about the unique online products as Will writing services, Loan against shares/mf, NPS and fixed income options available on their robust platform.
Saurabh Agarwal from The wealth advisor’s shared that they are continuously pursuing their responsibilities through organizing various investors’ awareness seminars and advising clients through need and research based advisory.Further they plan to organize such events more often as requested by clients and investors.
Mohit Shaarma and Mukesh Thakur thanked the investors for an overwhelming response and their participation leading to an interactive session. The session was very well appreciated by the participants.
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