Registrations Open | CapitALise 2024
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Alumni Committee KJSIM
Aug 21, 2024, 11:21:18 AM8/21/24
to alumnirelations.kjsim, ALCOM_Core_2025, CapitALise_2024_POCs
Dear Alumnus,
Greetings from the Alumni Committee!
We are thrilled to announce the 3rd edition of CapitALise, an initiative aimed at equipping all alumni with the knowledge and tools to plan their finances to build a secure and prosperous future. This year, we are collaborating with the Financial Planning Standards Board (FPSB) India, a leading financial planning body in India and is dedicated to establishing, upholding, and promoting professional standards. As a part of CapitALise, we present a series of five insightful sessions focused on personal finance by Certified Financial Planners. This year, beyond our primary audience, i.e. young alumni, we have a special session on estate planning aimed at senior alums, these sessions will offer practical insights and actionable guidance on a wide range of other financial planning topics as well.
Greetings from the Alumni Committee!
We are thrilled to announce the 3rd edition of CapitALise, an initiative aimed at equipping all alumni with the knowledge and tools to plan their finances to build a secure and prosperous future. This year, we are collaborating with the Financial Planning Standards Board (FPSB) India, a leading financial planning body in India and is dedicated to establishing, upholding, and promoting professional standards. As a part of CapitALise, we present a series of five insightful sessions focused on personal finance by Certified Financial Planners. This year, beyond our primary audience, i.e. young alumni, we have a special session on estate planning aimed at senior alums, these sessions will offer practical insights and actionable guidance on a wide range of other financial planning topics as well.
| Topic | Speakers | Date | Timing | Venue |
| Financial Planning: An Overview | Arun Thukral, Professor of Practice & Lead - Corporate Relations, KJSIM, and India CFP Professional Advisory Council Krishan Mehta, CEO, FPSB India | 24th August 2024 | 10 AM - 11 AM | Zoom |
| Personal Income Tax | Balwant Jain, CA, CS, Chief Financial Planner | 14th September 2024 | ||
| Risk & Insurance | Suresh Sadagopan, Director, Ladder7 Wealth Planners | 21st September 2024 | ||
| Investment Planning | Anshul Srivastava, Head of Standards and Examinations at FPSB India | 28th September 2024 | ||
| Estate Planning | Suresh A, Certified Financial Planner | 29th September 2024 |
Mark your calendars and join us as we unlock the secrets to financial success together!
In case you have any questions or require further information, please contact us at:
- Yash Matta | +91 8938050270 | yash....@somaiya.edu
- Nandini Kumawat | +91 7976617871 | nandini...@somaiya.edu
Thanks and Regards,
Rushirajsinh Jadeja
Alumni Committee
K J Somaiya Institute Of Management
Alumni Committee
K J Somaiya Institute Of Management
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