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Wealth Management

11 August 2021

Resource Person: Mr. Rohit Warman –Financial Analyst and Trainer (SEBI empanelled)

Mr. Rohit explained meaning of Wealth preservation, protection, and transfer. While explaining wealth management, he expressed that one should consider aspects like objective of investment, risk involved, tax benefits, retirement planning and protection of funds. Further he conducted a live demo using HDFC Mutual Fund for selecting financial instruments. He mentioned that choice of selecting a financial instrument should be on the basis of consistent returns.
At the end of the session, he shared tips about careers in wealth management. He emphasized on skills such as communication, relationship management, and knowledge of fintech and reasoning skills for a successful career in wealth management.

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