Affiliation No. 830566 - Secondary & Senior Secondary

Investor Awareness Program

“Save First, Spend Next” said by the successful investor of the 21ST century, Mr. Warren Edward Buffett

INVESTOR AWARENESS PROGRAM FINANCIAL WELLNESS

On 6th October, 2023, Dr. Balji Rao D.G, financial expert from PHUNDO Fintech Indian Private Limited was the resource person who awakened and enriched our economic literacy and was associated with Mr. Suraj.

The session began with real-life examples and how times have changed in the past 30 years regarding financial aspects. Economy of the country is growing drastically because of consumers and consumption so one needs to have financial literacy to add economic value as an individual in the society as well as in the family.

He stated the quote “Save first, spend next” said by the successful investor of the 21ST century, Mr. Warren Edward Buffett.

He awakened the audience about the types of investors and types of insurances with the calculation which everyone easily understood. He enriched our knowledge about stock market how to invest in the stock market, mutual funds, and how a fund manager or portfolio manager helps an individual assist with his investment.

The overall session was interesting and insightful. The audience understood better about investing and keeping a part of their salary for insurance for a better future. The program was graced by the Principal, Vice Principal, coordinators, Centre head, all teachers, and office staff.

MENTOR

Dr. Balji Rao D.G

Dr. Balji Rao D.G

Financial Expert

About Mentor

Dr. Balji Rao D.G, financial expert from PHUNDO Fintech Indian Private Limited was the resource person who awakened and enriched our economic literacy and was associated with Mr. Suraj

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