Workshop on Managing Personal Finance

Introduction

Like any Corporate, managing one’s own finances is important, both for current utility maximization and also for future growth. Income earned by every household is allocated between Consumption and Savings. There is a decision making process which determines this allocation and that depends on current requirements and also future needs. In line with Peter Drucker’s “Managing Oneself”, it is important that individuals don’t find themselves in a financially disorganized state after they reach their early to mid-40s. To achieve financial freedom, there is a process involved, which needs to start early in life and which cannot be compromised upon in any state.


Objective of the Programme

The program will handhold the participants to specify their objectives, assess their corresponding financial needs, design the time path and finally determine their optimal portfolio. For this, it is important to have an overview of the financial sector as whole and the various financial assets that are available. At the end of the program, each individual participant will have a clear idea about how the financial market functions, what are the different financial instruments that are there in the market, and the risk return trade-offs that are involved.


Session Plan

Session 1
  • Topic: The Insurance Sector and Insurance Products
  • Time: 10:00 am - 11:30 am
  • Instructor: Mr.Baljit Singh
Tea Break
Session 2
  • Topic: The Mutual Fund Industry Products and Concepts
  • Time: 11:45 am – 1:15 pm
  • Instructor: Mr.Abhishek Dube
Lunch Break
Session 3
  • Topic: Managing Personal Finance The Time Varying Pattern of Financial needs
  • Time: 2:00 pm – 3:30 pm
  • Instructor: Tamal Dutta Chaudhuri
Tea Break
Session 4
  • Topic: Financial Terms and Concepts Required for Wealth Creation
  • Time: 3:45 pm – 5:15 pm
  • Instructor: Tamal Dutta Chaudhuri

Methodology

Class room lectures, case studies and real life portfolio construction

Target Group

Undergraduate students, Students specializing in Finance at post-graduate level and MBA/PGDBM level, research scholars, faculty of schools, colleges and MBA institutions, financial consultants, financial market players, corporate managers and general public.

Faculty Profile

  1. Dr. Tamal Datta Chaudhuri

    Dean, Calcutta Business School Ph.D.(John Hopkins University), M.A.(John Hopkins University),
    M.A.(University of Calcutta)
    Ex-Chief General Manager, Industrial and Investment Bank of India.

  2. Mr.Baljit Sing

    Mr.Singh is Capability Development Manager - Distribution Excellence, Star Union Dai-ichi, Life Insurance.
    He is an insurance professional with an experience of over a decade in life insurance training and development. He has the experience of working in almost all the channels of distribution and is also an associate member of insurance institute of India. He holds a bachelor degree in commerce and presently pursuing NLP and MBA in behavioral science. His current organization “Star Union Dai-ichi Life Insurance Co. Ltd” (SUD Life) is a joint venture (JV) of Bank of India, Union Bank of India and Dai-ichi Life, a leading life insurance company in Japan.

  3. Mr.Abhishek Dube

    He was in a leadership role with India’s leading stock, commodity and currency futures broking company Religare Securities Limited as Associate Vice President. He has proven leadership and strategic planning skills with extensive experience in capital markets. His total experience in Financial Services Industry is more than 13 years.Currently he is a Financial coach and founder of ‘Investorial Academy’ with an aim of providing Financial Education for all. He is Co founder of "Wealth Kosh" a boutique wealth management firm. He visits various Business schools and Institution like NSE academy, BSE institute , BIBS Kolkata, Kredent Academy and various other institutes forproviding lecture sessions.

Registration Fees

  • For corporate, financial consultants, financial market players and general public: 5000/-
  • For faculty of schools/colleges/MBA institutions and research scholars: 3000/-
  • For students: 1000/-

Registration Deadline

20th December, 2018

Contact

Ms. Bishnupriya Rajoria
Senior Manager, PGDM Programme
Tele: (033) 2420 5200, (Extn:209)
Email: bishnupriyar@calcuttabusinessschool.org
www.calcuttabusinessschool.org