Investor Awareness Program on Personal Financial Planning & Financial Management at AG Office, Prayagraj

Fintellect Intelligent Financial Services, in collaboration with the Office of the Accountant General (A&E) – I & II, Uttar Pradesh, Prayagraj, successfully conducted an engaging session on Personal Financial Planning & Financial Management on 27th March 2025. The session began with a warm welcome and context-setting by Ms. Komal Kesarwani, Sr. Manager – Training, and was led by Mr. Shiv Raj Singh, CFP®, Designated Partner & Principal Officer. He covered key elements of financial well-being, including goal-based planning, budgeting, insurance, retirement, and estate planning, while also addressing the importance of disciplined investing and prudent financial decisions. His interactive and practical approach kept the audience of over 80 participants actively engaged throughout. The smooth technical conduct of the session was managed by Mr. Deepanshu Soni, Operations Head, while the flawless coordination was ensured by Ms. Shivangi Kesharwani, CFP®, Agency Head, Ms. Nima Gupta, CFP®, Sr. Investment Manager, and Ms. Nandita Omar, Intern - Mutual Fund Research. We extend our heartfelt thanks to the AG Office for the opportunity to be a part of this impactful initiative.