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Global Business School & Research Centre

Guest Session on Various financial instruments for managing personal finances

Saturday, October 01, 2022 |Global Business School and Research Centre, Tathawade, Pune. |Guest Lecture


Under Internal Quality Assurance Cell (IQAC), Global Business School and Research Centre, Tathawade, Pune, had organized a session on “Various financial instruments for managing personal finances”.

This session was conducted on Saturday, 01/10/2022. The speaker for the event was Mr. Roshan Sonkar, Present Director – Fintric Financial Consultants. Student of MBA II Finance Specialization Ms. Swastika introduced and welcomed to the Guest. Objective behind organizing this session was to make students aware about various financial instruments available for personal financial planning.

Sir discussed financial planning process, types of financial planning etc. Sir also explained about what is investment planning, different types of investment and role and functions of capital market etc. Sir briefed about derivative instruments, foreign exchange instruments.

During his session sir also briefed about impact of covid 19 on financial planning of an investors. He said during the covid period many individuals became unemployed so how their financial planning was collapsed, sir guided that as an investor, we should identify the uncertainties of the life and have to do the financial planning. Sir also briefed about financial goal setting of an individual. The webinar ended with a question- and-answer session followed by a vote of thanks given by Ms Swastika. This session was attended by 41 students of II and 1 faculty member.

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