Events &
Seminars.

An engaging seminar on wealth creation and retirement planning conducted for members of the IAP Rotary Club. Covered topics including mutual fund investments, portfolio diversification, and goal-based financial planning.

An in-depth session on personal finance and wealth management for MBA students and faculty at the Indian School of Business, Mohali. Topics included equity investing, tax planning, and building long-term wealth.

A client-focused evening seminar at KC Residency covering the latest market trends, investment opportunities, and portfolio review strategies for existing and prospective clients.

A public seminar on the power of SIP investing and retirement planning, held at Hometel. The session focused on the importance of starting early and building a diversified investment portfolio.

A second session at ISB for a new cohort of students, focusing on behavioral finance, common investing mistakes, and how to create a sound financial plan from the very first paycheck.

A financial literacy session for parents and staff at St. John's High School, Chandigarh — covering basics of saving, insurance, and investing for children's education and future goals.