Prerana Alumni Lecture Series

Interactive Session on Wealth Management

An interactive session on ‘Wealth Management’ was organized by Preraran – SDMIMD Alumni Association on December 22, 2018. Mr. Vijay Kumar M., Independent Financial Adviser and alumnus of PGDM Program delivered the session.
 
Students from PGDM Program with finance specialization attended the sessions. The session commenced with drawing up ideas from the students ranging from various investment avenues to career opportunities in the field of finance. The speaker briefed about the various investment avenues which yield high returns to the investors and said, ‘in today’s dynamic business economy, there is no proper financial planning and quality advise for the investors which include lack of trust factor and continuity which is very crucial’.
 
Mr. Vijay Kumar then enunciated the benefits of a term insurance plan for an investor and his family. In his talk, sir also threw light on the financial pyramid, the process of which involves, protection planning (investing in insurance schemes), emergency cash flow planning (an investment in an emergency fund), debt reduction planning (considering loans) and investment planning (for achieving goals).
 
Mr. Vijay Kumar emphasized that, for a financial adviser to be successful, the process of financial planning needs to be done objectively and scientifically and it is essential for a financial adviser to have a follow up with clients, review their investments annually and involve them completely in the process of financial planning and wealth management. He reiterated that time spent in the market matters for making a worthwhile investment and it is not timing the market that matters.
 
The session was concluded with students seeking clarifications from Mr. Vijay Kumar on various aspect of finance and wealth management.

Prerana Alumni Lecture Series - Mr. Suraj Shetty

Mr. Suraj Shetty, Vice President - Strategy, Primesoft; and alumnus of PGDM 2003-05 batch, was on campus to deliver a harangue on the topic 'IT Services Marketing' for the 2nd Year PGDM Students. With his rich experience of more than 10 years in the IT Service industry, Mr. Suraj explained the different types of IT services a company can offer. Mr. Suraj stressed the importance of cloud in the IT industry and the use of email marketing. The session had a detailed discussion on how to convert potential customers in B2B marketing.

Prerana Alumni Lecture Series - Mr. Devansh Joshi

Mr. Devansh Joshi, Senior Manager – Planning & Strategy, Medlife, an alumnus of PGDM 2009-11 Batch, delivered talk on “Start-Ups - Eco-System & Strategy” on Saturday, October 6, 2018. Mr. Joshi threw light on favourable customer centric policies adopted by various companies such as Amazon, Flipkart etc. Further, the speaker talked about pull strategies such as deep discounts, brand building and gaining trust, introducing private label products such as high margins, controlled inventory, and increase in profitability. The discussion on the business models of Swiggy and Medilife; and, the importance of customer acquisition cost, average invoice value, private label margin, LTV, etc. The talk was organized as an apart of Prerana Alumni Lecture Series. 

Prerana Alumni Lecture Series - Talk by Mr. Vijay Kumar

Mr. Vijay Kumar A.S., Wealth Manager, Independent Investment Advisory & Wealth Management; and, Principle Associate for ING Financial Services; and, the alumnus of PGDM 2009-11 batch was on campus on September 29, 2018. Mr. Vijay delivered a talk on ‘How to write a Business Plan’ to the PGDM 2017-19 students as part of Prerana Alumni Lecture Series. Mr. Vijay focused his talk on why people go for entrepreneurship and what are the success factors behind a successful start-up. Further, the speaker gave a practical demo on writing a business plan with the template. 
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