(NISM)

The National Institute of Securities Markets (NISM) is a public trust established in 2006 by the Securities and Exchange Board of India (SEBI), the regulator of the securities markets in India. The institute carries out a wide range of capacity building activities at various levels aimed at enhancing the quality standards in securities markets.

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The key objective of workshop was to convey participants about the various aspects to be considered carefully in the process of Financial Planning and Wealth Management.

Topics covered were: Need of Financial Planning, Financial Markets and Products, Risk & Reward, Insurance products, How to answer investors queries, , Evaluation of Financial Products, Role of Digital Market, Regulatory Perspective, Operational Overview, Asset Allocation and Expectation from Advisors.

The workshop was organised in association of Financial Intermediaries Association of India (FIAI) and was attended by Individual Financial Advisors (IFAs) and Employees of national Distributors viz: Aditya Birla, Standard Chartered Bank, Axis Bank, J M Financial, Karvy and Bajaj capital.

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