Empowering Financial Knowledge
Wealth Management and Tax Planning for Informed Decisions
About the Seminar
We had the privilege of conducting a comprehensive Financial Literacy initiative for the esteemed team at G Square. The sessions focused on Wealth Management and Tax Planning, aiming to empower employees with the knowledge needed to make informed financial decisions. Over 150 employees participated across three in-person sessions and one virtual session.
Eventura
December 2023
Location
Chennai
No. of Attendees
Surpassing 150 participants
Spreading Financial Awareness
The importance of starting disciplined investing at a young age.
About the Seminar
In its mission of spreading financial awareness, DV conducted its next corporate session on 15th May for the employees of Synergech Technologies India Private Limited at Chennai. The attendees were mostly in their 20s and 30s which makes it even more special, as disciplined investing if started young can create immense impact in wealth creation. We believe our session has instilled awareness, discipline and hope in the minds of the attendees to make informed investments and more importantly avoid unhealthy investing habits and products that are hazardous to wealth creation.
Eventura
May 2024
Location
Chennai
No. of Attendees
Surpassing 30 participants
Financial Wellness
Payment Infrastructure to small businesses.
About the Seminar
Our quest to educate as many people on Financial wellness found the next opportunity at ippopay, a leading provider of Payment Infrastructure to small businesses. Ippopay, in the interest of the Financial wellness of their team chose us to conduct an educative session for their Chennai team of about 100 employees. We also conducted a separate virtual session for their Bangalore and Mumbai teams.
Eventura
June 2024
Location
Chennai
No. of Attendees
Surpassing 100 participants
Financial Literacy
Savings and wise investing into them to create great wealth to meet all their dreams.
About the Seminar
We landed at the next opportunity of providing Financial Literacy to about 300 freshers at Sify Technologies. It's extremely satisfying that we have sown the first seeds of savings and wise investing into them to create great wealth to meet all their dreams. Sifty Technologies had also invited us for another session to educate their new set of Management Trainees on Effective Wealth Management.
Eventura
July 2024
Location
Chennai
No. of Attendees
Surpassing 300 participants
Wealth Management and Financial Planning Case Studies
Corporate and Entrepreneurial Careers in Wealth Management.
About the Seminar
We take great pleasure in sharing that we conducted 2 days of Immersion Course on Wealth Management for the 2nd year MBA-Finance batch of 60 students of XIM University, Harirajpur, Odisha. We found the students to have a huge quest for knowledge and they were highly interactive to seek clarity. Our youth's knowledge, clarity, and intelligence keep us amazed when we interact with students in such sessions. We designed and executed this Immersion Course with 360-degree optics. The 2 days were well distributed between comprehensive interactive Coaching on all Wealth Management aspects, a complete Financial Planning process, an excel session on Financial Planning calculations, a notional portfolio management contest, solving Wealth Management and Financial Planning Case Studies and a Group contest at the end to test the knowledge grab of the students from the course. The session concluded with providing guidance to choose Corporate and Entrepreneurial Careers in Wealth Management.
Eventura
October 2024
Location
Harirajpur, Odisha
No. of Attendees
Surpassing 60 participants