The Trust signs a historic MOU with Sri Sri University, Cuttack

Date: 9 November 2023

The Trust is privileged to  execute  a Memorandum of Understanding (MOU) with Sri Sri University, deemed to be university under University Grants Commission Act, 1956 , headquartered at Sri Sri  Vihar , Cuttack on 9 November 2023 in the divine presence of  His Holiness Gurudev Sri Sri Ravi Shankar a global humanitarian and thought leader.The objective of MOU is  for conducting financial Literacy programs for students and start ups in the University once in a month.

To conduct financial literacy programs and special programs on Digital Transactions, Cyber Risks in the SSU. The Trust shall coordinate with experts from financial sector including Reserve Bank of India, Securities and Exchange Board of India (SEBI)  to visit SSU and interact with students and faculty on latest developments of banking, finance , investments in securities market.

In all, 15 MOUs were signed in the divine presence and blessings of  Gurudev Sri Sri Ravishankar.

From SSU, Ms Rajita Kulkarni , President, Prof B R Sharma, Vice Chancellor , Dr Deepa Vinay , Executive Registrar and Dr R N Satpathy , Dean and Professor of Faculty of Emerging Technologies and from AFCT, D Mishra, Chairman, Siladitya Choudhury, Vice Chairman and  Debaraja Mishra, the Administrator and Resource Person were present.


Date:13 October 2023

The Investor Association  organised an Investor Awareness Programme under the aegis of SEBI-IPEF  in the village Chandol Dt Kendrapara on 13 October 2023          ( 11.30 AM -1.00 PM) for the villagers, SHG beneficiaries.

The topic of discussion was Securities Market- investment opportunities for common mass, Mutual Funds, SIP. There was discussion of basics of banking, practices in digital banking.

The speakers of the workshop were :   Sudhansu Sekhar Seth, Manager SEBI Eastern Regional Office . P K Swain , former Senior Manager, State Bank of India.

 Seth  gave a brief overview of the securities market, role of SEBI as regulator, Investment opportunities for the SHG beneficiaries,

Swain, the Resource Person of the IA   spoke about saving products in banks. Nomination  facilities. He then explained digital transactions and customer liability for unauthorised banking transactions. Manager, Odisha Gramya Bank was a special invitee  spoke about the loan sanction and recovery process.  In all 52 persons participated.

Investor Awareness and Education Program in Institute of Professional Studies and Research (IPSAR), Cuttack

Date:10 October 2023

The Trust organised an Investor Awareness and Education Program in Institute of Professional Studies and Research (IPSAR ) – a Management Institute , Cuttack on 10 October 2023 for the student of BBA and BCA.
The speakers of the workshop were : Shri Vikash SS, General Manager, Securities & Exchange Board of India and Shri Dhaneswar Sahoo, former CGM, Punjab National bank .
Shri Raj Kishore Dash of IPSAR welcomed the participants and guests. Shri D Mishra,Managing Trustee set the tone of the workshop by mentioning the objective of Investor Education; then he introduced the guests.
Shri Vikash gave an overview of the securities market. He explained investment opportunities for the students in the securities market. He explained Mutual funds, SIP and ETF-their structure and market practice and role of SEBI as regulator.
Shri Dhaneswar Sahoo, the Resource Person of the Trust spoke about saving products offered by the banks. He then explained digital transactions and customer liability for unauthorised banking transactions.

The program was attended by 115 students and other staff of the institute

Investor Awareness Programme under the aegis of SEBI-IPEF in the PG Department of Commerce, Utkal University, Bhubaneswar : 7 October 2023

The Trust, successfully conducted an Investor Awareness Programme under the aegis of SEBI in the PG Department of Commerce, Utkal University, Bhubaneswar on 7 October 2023. ( 3.00 PM 4.30 PM)for students and staff.105 students from PG Department of Commerce and MBA Department participated. The topic of the Seminar was Securities Market in Digital Way.

 B N Sahu, Executive Director, SEBI graced the occasion as the Chief Guest and inaugurated the Seminar. and Arun Sahoo , Mint Box  LLP and Bishnu Ch Dash from RBI were speakers.

At the outset Prof ( Dr) R K Swain welcomed the Guests and the participants and Shri D Mishra gave a brief introduction of the speakers.

Mr Sahu, ED ,  SEBI made a presentation on “ Overview of Securities Market and Mutual Funds in India. He explained the structure of Indian Securities Market, structure of Mutual Funds, SIP and ETFs.

Mr Sahoo, Managing Partner, MintBox Advisory LLP made a presentation on “ Investment Vehicle”. He explained Asset Allocation among Debt, Equity, Gold and REIT and explained CAGR and inflation.

Mr  Dash, from RBI Bhubaneswar discussed about the challenges of cyber risks and how the customers to tackle it.

The presentations of the speakers generated good amount of response as reflected in the Q A session.     Saswat Panda, Student Representative proposed vote of thanks.

Workshop on Financial Literacy in Loyola Odia School, Bhubaneswar on 28 September 2023

Date : 28th September 2023
The Trust organised a workshop on Financial Literacy in Loyola Odia School, (Loyola School Campus) , Bhubaneswar on 28 September 2023. 122 Students of Class VIII to X and 6 teachers/ other staff participated. At the beginning, Fr Ajit Kumar Bahala , Head Master of the School welcomed the guests and participants. D Mishra, Managing Trustee and S Choudhury , former GM RBI explained the significance of savings, investments from an early stage of life and financial planning for the future. The students were sensitised to basics of banking and digital transactions. Rudimentary concepts viz. compounding of interest, inflation were discussed. As most of the students did not have bank accounts, the speakers advised them to open Saving Bank account soon. The students hail from a nearby slum area with marginal financial condition. For them savings in a small way would be very useful.

Workshop on Financial Literacy at Joharimall High School, Cuttack

Date :23 Augest 2023
The Trust organised a Workshop on Financial Literacy at Joharimall High School, Cuttack , today ( 23August 2023 ). Siladitya Choudhury and Debaraja Mishra – our Resource Persons conducted the workshop impressively. At the outset, Dr Pradhan , Principal of the High School welcomed the guests. Secretary Agrawal in his introductory talk spoke about the School. Hee said the school caters to the needs of the children of Lower Income Group. Mr Choudhury explained savings, investments, concepts of Inflation, Time Vale odf Money, compounding of Interest, Rule of 72, Asset Allocation and Risk vs Return. He then outlined role of Reserve Bank as Monetary authority, Banking/ NBFc Regulator, Forex Management , grievance redressal and Role of Ombudsman. Mr Debaraja Mishra explained saving related products, KYC process, Types of Bank accounts, Digital banking, Customer Liability for unauthorised banking transactions. He also briefly explained Mutual Funds, SIP – the capital market saving vehicles Both the speakers conducted a Financial Quiz. Prizes were distributed to 10 winners of the Quiz.Books published by SEBI on Financial Education were distributed to all . Sandip Ghosh, Chartered Accountant explained certain aspects of securities market in his intervention The book ” Financial Education for School Children” published by SEBI was distributed to all participants. In All 87 (including 81 students and teaching staff) persons participated .

Regional Seminar on Securities Market in Bhubaneswar on 29 July 2023

Date : 29th july 2023 Time : 10.30 AM-1.00 PM

The Trust organised a “Regional Seminar on Securities Market”on 29 July 2023 ( 10.30 AM -1.00 PM) at Geeta Govind Sadan, Bhubaneswar. Ashwani Bhatia, Whole Time Member, SEBI graced  as Chief Guest and inaugurated the Seminar. Shri GP Garg, Executive Director, SEBI was the Chief Speaker .  C S Sharma CGM, SBI , LHO Bhubaneswar was Guest of Honour and Prof D V Ramana, Professor of Commerce , XIM University Bhubaneswar was Special Invitee.

Siladitya Choudhury Vice Chairman of the Trust welcomed the guests/ participants.  D Mishra, Founder and Chairman introduced the guests.

All the speaker spoke eloquently, explained the significance of savings and investment , various avenues for investment; investment for wealth creation and building the nation.

The seminar was well attended with participation 101 students, professional and senior citizens ( Members of APURBA , SEBAFOR and members of Depositors and Investor Group) and 39 Media representatives.

A Special Issue ( Select ESSAYS on Securities Market ) was released on the occasion.

 Suresh Sarangi, former General Manager, Bank of India proposed Vote of Thanks.

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