Insights on Financial Planning & Portfolio Management: A Skill-Building Session with Officials of the Income Tax Department, Ghaziabad

On 12th March 2025, Fintellect Intelligent Financial Services had the privilege of conducting an impactful Skill-Building Session on Financial Planning & Portfolio Management for the esteemed officials of the Income Tax Department, Ministry of Finance, Government of India at their Ghaziabad office. The session was designed to strengthen core competencies in portfolio construction, financial plan preparation, risk management, and the strategic application of behavioral finance. With some of the most learned minds in finance present, it turned into a rigorous and insightful exchange, enriched with challenging questions and meaningful discussions. The session was opened by Ms. Ratika Agarwal, Head - Learning & Development, who extended a warm welcome and appreciation to the department, ensuring seamless coordination throughout the event. Mr. Shiv Raj Singh, CFP®, Designated Partner & Principal Officer, conducted the session, delivering in-depth insights and addressing queries with excellence, reflecting his strong command over the subject. The overwhelming participation and engagement of participant's truly made the session a success!