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Horizons India Conducts First Workshop on

Financial Literacy.

Horizons India (HI) is a student group from BITS Pilani Goa Campus that aims at

spreading financial literacy amongst the student community.

In August 2011, HI in association with SEBI and CDSL conducted its first workshop

- Finance Made Simple, at Cummins College Pune. The workshop had around 100

attendees from premier Engineering colleges in Pune like VIT, MIT, Cummins and

COEP.

The workshop was spread over 2 days comprising of four sessions spanning

various aspects of finance. Each session was delivered by different speakers with

expertise in the corresponding areas.

Horizons

India

Workshop

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Inauguration

The workshop commenced with an opening ceremony with a welcome note for

the students. The speakers were then welcomed and honored, post which Team

Horizons India shared its story and spoke about its initiative.

DAY ONE

DAY ONE

Nikita Bharadia, Founder, Horizons India

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Session One: Basics of Stock Market

Speaker: Shri Chandrasekhar Thakur

Head, Investor Education, CDSL

The 1st session began with Mr. Thakur introducing the students to stock

market, Demat account, and other basic fundamentals involved in stock market.

With his friendly, example oriented and pragmatic style of teaching, he was able

to connect to the students well. Mr. Thakur presented a lucid picture of the stock

market and the session concluded with a very active question answer session with

the audience.

.

Mr. Thakur’s experience

DAY ONE

Shri Chandrashekhar

Thakhur is the Head of

Investor education at CDSL

for past 11 years. He has

worked in Mumbai Stock

Exchange Clearing House for

32 years. He has conducted

over 694 Investor awareness

programs. He is Winner of

“Arthavedh” award of 2006

and has conducted a series of

10 live Dial-in programs on

All India Radio.

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Session Two: Mutual Funds

Speaker: Ms. Kranti Patankar,

AGM, Investment Dept, SEBI

The session on Mutual Funds started with a brief about different secondary

market investments. It covered all the basics of investing in mutual funds.

Students actively participated in discussions and even got involved in topics like

Foreign exchange and US economy.

DAY ONE

Ms. Kranti Patnakar

has done her MBA in

finance from PUMBA.

She has 7 years of

experience with SEBI

and has delivered talks

on investor education

and Stock Markets in

various cities

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Session Three: Secondary Market Detail

Speaker: Mr. Gyanendra Neeraj,

AGM, SEBI

Day Two began with a small session by team HI where it

conducted a quiz to arouse interest among the students and impart additional

knowledge. It also solved doubts of students from the previous sessions and

otherwise.

Mr. Gyanendra then took over and explained about the Secondary Market and its

Regulations in detail. The session strengthened students’ knowledge base about

secondary market and gave them a good insight into SEBI as a regulatory body as

well.

DAY TWO

DAY ONE

Mr. Gyanendra has 9

years of experience with

organizations like SEBI

and Indian Railways.

He has done his MBA in

Finance and M.A in

Economics and has

delivered various lectures

on Finance, Economics

and Regulatory issues.

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Session Four: Financial Planning

Speaker: Mrs. Sareena P.U.,

AGM, Investor Awareness Division,

SEBI

The last session was on Importance of Financial Planning. Miss Sareena’s exclusive

style of giving real-life oriented examples was received very well by the attendees

and they could directly relate to the importance of Financial Planning in their

current lives and ahead. The session was very interactive and was thoroughly

enjoyed by the students.

DAY ONE

Miss Sarena P.U has 9

years of experience with

SEBI. She has done her

MBA in Finance in

Marketing. Miss Sareena

has been very

instrumental in

collaborating with

Horizons India and

spreading Financial

Literacy among young

minds.

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Closing Ceremony

The workshop concluded with a small closing ceremony with a vote of thanks to

the speakers and the student ambassador team who made the workshop

possible.

Feedback was collected from all the students verbally as well as via feedback

forms. The students responded with a positive feedback; for some it was a

valuable addition to their existing knowledge base, for the others it was a new

concrete beginning.

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