@® NSE | ACADEMY 1 Day Executive Workshop on Financial Planning and Wealth ManagementOl aye.) 374 Financial Planning & Wealth Management OVERVIEW The number of High and Ultra High Net- worth individuals (HNIs and UHNIs) in the country has grown substantially. These HNIs and UHNIs have to face many challenges in terms of wealth creation, management and succession planning in view ofthe complex global investment environmentand tax regime, ‘Wealth of HNIs and UHNIs in the country is increasing at over 12 percent per annum ands slated to reach a staggering level of US $ 1 to 1.5 trillion by the year 2020. This has created unprecedented need for advisory services in the field of Wealth Creation, Consolidation, Management and Succession planning. This programis designed to provide basic knowledge of various aspects of Wealth Management including investments, Insurance, Taxation and succession planning, ABOUT FINANCIAL PLANNING & WEALTH MANAGEMENT Financial planning seeks to ensure adequacy of assets and cash flows for meeting the financial goals of the client. In the case of a wealth management client, adequacy of assets is not an issue. The client will have the assets, though cash flow (liquidity) can be anissue if not suitably invested ‘Awealth manager seeks to understand what the client wants with the wealth viz, grow the wealth with an openness to take risk; or consolidate the wealth with a conservative approach to risk; or preserve the wealth while avoiding risk to the extent possible. Different asset allocation mix would be appropriate for each of these profiles, In the case of a wealth management client, the stakes are likely to be large enough to invest time and effort in superior formats of transmitting wealth to the next generation, including creation of new structures like trusts, PROGRAM CONTENT + Financial Planning - Concept and Significance + Measuring Investment Return and Managing Risk + Asset Classes and asset allocation + Investment Products and Strategies + New Investment and Risk Management Products - REITs, ETFs, Derivatives etc. + Tax and Investment ‘+ Retirement and Estate Planning + Current Scenario - Demonetization, Trump Victory and Investment Challenges Date - Saturday, December 10, 2016 | Time: 9:30 AM to 5:30 PM@NSE | ACADEMY & Wealth Management $$$ WHO SHOULD ATTEND? Students & Investors HNIs, UHNIs, Senior level IT professionals and NAls, who wish to plan their finances and manage wealth efficiently Professionals working with Banks, NBFCs, Mutual Funds, Brokerage houses, Insurance companies, Personal Bankers, Wealth Management Consultants / Investment Advisors, etc. who wish to enhance their skills and acquire comprehensive knowledge of Wealth Management practices. etc. Family Office and Advisory Firms Individuals / self employed persons and anybody having interestin this subject. PROGRAM FACULTY & TRAINER Mr. Mayank Patel has more than seventeen years of experience working in academics and banking & financial services sector. He has been involved in appraising and monitoring investment projects with detailed knowledge of capital markets, commodity markets, banking and related financial products and services WORKSHOP DETAILS Date December 10, 2016, Saturday. Training Workshop : 9.30.am.to5.30p.m. Foes Rs.5000+ 15% Service Tax (Total: Rs. 6750) The fee includes ution, presentation material, tc. Certificate certificate of participation will be provided to all start-ups for completing a one day MDP. Payment Details Demand DraftAnd Online Payment Account payee demand draft drawn in favour of "NSE ACADEMY LIMITED" ‘Ahmedabad, should reach NSE at least seven days before the commencementof the program. BeneficiaryName : NSEAcademy Limited ‘Account Number 0060340031658 Bank Name HDFC Bank Limited Branch Navrangpura, Ahmedabad Alc Type Current IFSC Code HDFCo000006 FOR ANY FURTHER QUERIES AND FOR ONLINE PAYMENT OPTION, PLEASE CONTACT Mr. Soumyajyoti Guha, Mobile: 9727734947 Email: sguha@nse.co.in Limited SeatsMe propery legs been NSE ACADEMY LIMITED NSE, 304 & 305 GCP Business Centre, Opp. Memnn: Navrangpura, Ahmedabad-380009 Mr. Soumyaiyoti Guha | Mob: 9727734947 | Email: sguhat