Vedant Patel
Mumbai
MMS 2021-23
Weschool
During my time at Zenith Finserv, I gained valuable knowledge on various aspects of investing. I learned about investment risks and the importance of diversification to mitigate them. I also debunked investment myths that can mislead investors. Understanding the futility of timing the stock market, I grasped the significance of a long-term investment approach. Additionally, I delved into the world of mutual funds, NAVs, and their benefits. Exploring investment avenues beyond traditional options, I discovered the merits of post office schemes. I even got to learn about Home Loan EMI vs Rent and even taxes on them. Lastly, I comprehended the impact of inflation on investment avenues and the need to beat it for optimal returns.
A wonderful experience in which Anuj sir even shares personal client experiences.
I am glad that I got to learn so many new things related to personal finance. It also gave me practical knowledge. I think the process that you follow is perfect, to firstly make us understand about the concept and then allot us work/assignments accordingly. It has really helped me gain knowledge not just in the field of finance but also made me familiar to excel, word, PPTs, google forms, research work, transactional process for NSE, communicate with clients, get to know about insurance and how to find right insurance policy for an individual, and many moreee!!! Thank you for your guidance, patience, and mentorship.
Swarangi Pitale
Mumbai
CFP Student
FPSB