Concept Investwell Organized the 13th Annual Signature Wealth Building Program for Investors in Surat

13th Annual Wealth Creation Flagship Program

13th Annual Wealth Creation Flagship Program

13th Annual Signature Program by Concept Investwell

13th Annual Signature Program by Concept Investwell

Concept Investwell has planned an annual signature program focusing on the theme “AMRIT KAAL: India @ 75 – The most opportune time for the capital market”.

SURAT, GUJARAT, INDIA, August 20, 2022 / — Based in Surat, CONCEPT Investwell Private Limited is one of the renowned investment services company offering portfolio management services (PMS), investment advice and mutual fund distribution services. Created in 1995, the CONCEPT Investwell group has a successful experience of more than 27 years.

The company has been running its Annual Signature program for 12 years. Again this year, on July 31, they have planned a 13th annual signing program focusing on the theme “AMRIT KAAL: India @ 75 – The most opportune time for the capital market” and a panel discussion on “How exploit the investment opportunities that are unfolding in Amrit Kaal? A big event was organized at Club Avadh Utopia in Surat, where HNI clients and investors were invited. There was a series of powerful presentations and panel discussions for novice investors and seasoned professionals.

The event’s prominent speakers and esteemed panel moderators were all set to deliver the most intriguing session ever. The inaugural welcome was made by President Mr. Hemant Desai. Shaival Desai and Jenish Rana hosted the event.

In his opening remarks, Promoter Chairman of Concept Investwell Private Limited – Mr. Hemant Desai said “Importance of Wealth Creation and Right Kind of Investment Strategies. He explained how their fund management services and investment advisory services were rated to help worth individuals and businessmen. He introduced the benefits of investment advisory services. He discussed several lists of outperforming stocks and portfolio stocks. He building a portfolio of quality stocks and monitoring them is crucial. He explained what risk-adjusted rolling yield is and how it was a better valuation measure”.
He announced that PMS Bazaar awarded our Legend plan the 2nd best performer in the large cap category.

The fund manager, Mr. Siddharth Mandalaywala, explained that he presented the macro factors helping the Indian economy, the emerging mega trends in the world while witnessing the geometric growth during Amrit Kaal. He elucidated the critical parameters for faster economic growth. Elaborated on a few real case studies (CRISIL, Page Industries, Titan, Star Health, ICICI Bank, and many others) concluding that B/S is more important than P & L. According to him, the next 25 years will be the most appropriate time to create wealth through investment.

The main guest, Mr. Hiren Vepari (Prominent Chartered Accountant, Natvarlal Vepari & Co.) explained the importance of a long-term view which ultimately creates wealth.

Mr. Haardik Nayak (Founder and Managing Director, Haardik Nayak Financial Products Distribution Pvt Ltd) said: “Risk and return go hand in hand because you need to invest in the process rather than the products. To generate a better return on investment, stay invested for the long term and don’t look back.” “A strategic asset allocation plan will help you decide how much of your assets should be held in cash, bonds, and stocks.”
He strongly advises diversification to reduce risk and increase returns and can be similar to a buy and hold strategy.

Mr. Anand Desai (Managing Director, Anupam Rasayan India Ltd) shared how he created wealth in his own business and by investing in stocks and start-ups. He also talked about the chairman, Dr. Kiran Patel, who has created wealth globally through strategic investments.

Mr. Himanshu Patel (President and Managing Director, HLE Glasscoat Ltd.) explained how his technical knowledge helped him in the early stage of the business and how they could grow organically as well as through acquisitions and of mergers.

The event ended with questions from the participants. It was a fruitful and constructive session on unlocking several investment opportunities in India over the next 25 years.

Concept Investwell has acquired a lot of wisdom over these years to create wealth with tailor-made investment solutions.

Investwell Concept
Concept Investwell Private Limited
+91 261 220 6000
[email protected]

Insightful Views on Investment Opportunities | Siddharth Mandalaywala | Concept Investwell Pvt Ltd