March 16-17, 2018 | NISM Campus, Patalganga

NISM in collaboration Reliance Mutual Fund (RMF) has conducted a 2-days residential programme for Mutual Fund Distributors on ‘Psychology of Investment and Financial Decision Making – A HNI Mindset’ on March 16-17, 2018 at NISM Campus, Patalganga.

The objective of the programme was to explain the mindset of HNI client as well as explaining how to approach & deal with HNI clients in sustainable manner. The programme also focused on common behavioral biases and how to overcome from those biases. Many trust building exercises/games were also the part of the programme.

The programme was inaugurated by Shri Sandip Ghose, Director, NISM in the presence of Mr. Jitendra Kumar, Member of Faculty, NISM and Mr. Premal Pipalia, Head – EDGE Learning Academy, Reliance Nippon Life Asset Management Ltd.

The Trainers for the programme were:

1. Mr. Sandip Ghose, Director, NISM
2. Mr. Jitendra Kumar, Member of Faculty, NISM (Programme Director)
3. Mr. Amit Bivalkar, Director Sapient Wealth Advisors and Brokers Private Limited
4. Ms. Neelam Bhardwaj, Ex-General Manager, SEBI and Independent Consultant
5. Mr. Amit Trivedi,Consultant and Trainier
6. Ms. Roopa Venkataraman, leading IFA

25 participants and 4 Reliance officials attended the programme. All the participations were given certificate of the participation at the end of the programme.

The programme has been well received by the participants. They have also requested that such programme should be conducted on regular intervals.