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Financial education is a process by which financial consumers/investors improve their understanding of financial products, concepts and risks through information, instruction and/or objective advice. Investors develop the skills and confidence to become more aware of financial risks and opportunities, to make informed choices, to know where to go for help and to take other effective actions to improve their financial well-being
Though the term financial education and financial literacy are not the same, these are related concepts. People achieve financial literacy through the process of financial education.
Vivek finserve is always eager to conduct investor awareness program in small or large groups.
Connect with us to conduct such programs in your building meetings, schools, colleges, companies etc.
We do not charge for investor education.
Vivek Nagpal is an ace personal financial professional. He has more than 18 years of experience across banking, broking & mutual funds. He has worked with large institutions managing public & institutional money.
221-222 Nexus, Nr Spring
Retreat IV, Off Vasna Bhayli
Road. Vadodara 390007.
Gujarat
+91 7041340308
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-248973 | Date of initial registration – 01-Feb-2023 | Current validity of ARN – 31-Jan-2026
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