A Short report of the Investor Awareness Programme
Introduction: The Investor Awareness Programme was conducted by Xcelerating minds in
Mumbai on 19th December, 2020. The name of the guests who gave us an amazing and
brilliant knowledge on the topics of the programme are-
1. Dr. Swati Jain (Waama Jewels),
2. Suhas Rajput (Xcelerating Minds)
3. Veer Jain (BSE).
Summary: The Investor Awareness Programme was an amazing programme which has
widely broadened my knowledge about various topics which are very important for us.
Various topics were discussed on the programme such as Mutual funds, E-Entrepreneurship,
SEBI, E-Commerce, Demat account, and few more. Some topics are explained below:
Mutual funds can be described asa company that pools money from many investors and
invests the money in securities such as stocks, bonds, and short-term debt. The combined
holdings of the mutual funds are known as its portfolio. We chose mutual funds for many
reasons such as professional management, its transparency, its liquidity, its diversification,
etc.
The 6 Steps of Financial Planning
1. Determine the Goal
2. Collect the Data
3. Analyse the Data
4. Prepare Plan
5. Execute the Plan
6. Control the Plan
E-Entrepreneurship - Koll Mann defines e-entrepreneurship as being or services based
upon a purely electronic creation of value. The E-Entrepreneurs face many challenges such as
hiring employees, time management, delegating tasks, capital, etc.: "establishing a new
company with an innovative business idea within the Net Economy, which, using
an electronic platform in data networks, offers its products and/or services based upon a
purely electronic creation of value.
E- Commerce : is the activity of electronically buying or selling of products on online
services or over the Internet. Electronic commerce draws on technologies such as mobile
commerce, electronic funds transfer, supply chain management, Internet marketing, online
transaction processing, electronic data interchange (EDI), inventory management systems,
and automated data collection systems. E-commerce is in turn driven by the technological
advances of the semiconductor industry, and is the largest sector of the electronics industry.
Savings and investment has a difference between them. Savings is parking our cash safe and
liquid, while, investment is making our savings work for us in return. The big difference
between them is that, saving and investment is the risk of loss of capital.
Personal opinion: The topics covered in the programme will help me in my future career and
in my education as I am pursuing MBA. The knowledge I have gained is very helpful and has
enhanced my knowledge in various ways. The doubts which I had for many things are now
cleared and now I am very confident to work with the things related to these topics. The
programme was very interesting and I felt very obliged that I got the chance to attend it, not
only that, but, I also received a certificate of participation from my college Swami
Keshavanand Institute of Technology.
Submitted By: Submitted to:
Neha Khubani Dr. Ravish Pandey