Treasury Management by Findoc - Investment Event in ludhiana first time

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8th, September 2022

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Enlight your Trading knowledge and seize Business opportunities

About The Event

An ever-increasing pace in the current business landscape, the importance of treasury management cannot be understated. It is becoming increasingly important that a business owner understands its implications and undertakes all necessary steps to achieve optimized business liquidity, while also mitigating the risks.

Allowing capable treasury management companies enables organizations to focus on their core business activities while allowing experts to do what they do best, resulting in cost-cutting and increased operational efficiency. Through our event, the various speakers invited, with them being successful investors, like Mr. Samir Arora, Mr. Nilesh Shah, Mr. Rishi Nathany, Mr. Sameer Patil, Gaurav Kapoor, and others, will take you to understand how pivotal treasury management is to the success of an organization and yet is often underestimated and misunderstood.

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Event Speakers

Mr. Nilesh Shah(MD, Kotak Mahindra Asset Management Co. Ltd.)

Mr. Nilesh Shah(MD, Kotak Mahindra Asset Management Co. Ltd.)Mr. Nilesh Shah is the Managing Director at Kotak Mahindra AMC Ltd. He is Chartered Accountant by profession. Furthermore, he has over 30 years of experience in capital markets and have managed funds across equity, fixed income, and real estate for local and global investors.

Mr. Samir Arora(Founder, Helios Capital)

Mr. Samir Arora(Founder, Helios Capital) Mr. Samir Arora is the Founder & Fund manager at Helios Capital. He is an MBA gold medalist from the Indian Institute of Management, Calcutta. He also holds a master’s degree in Finance from the Wharton School of the University of Pennsylvania.

Mr. Sanjay Gakhar(Vice President Business Development, MCX)

Mr. Sanjay Gakhar(Vice President Business Development, MCX)Mr. Gakhar is Vice-President at MCX. He also holds degree in B.Tech and PGDRM.

CA Rajendra Sharma(Senior General Manager, BSE)

CA Rajendra Sharma(Senior General Manager, BSE) Mr. Rajendra is a Chartered accountant having experience in the fields of Strategy, Finance, Management Reporting, Planning & Budgeting, Commercial Negotiations & Business Analytics. Currently, he is working as General Manager & heading a team to manage large National Members along with Foreign In

Mr. Gaurav Kapoor(Business Development Head, NSE)

Mr. Gaurav Kapoor(Business Development Head, NSE)Mr. Gaurav is Business Development Head at NSE. He also holds a degree in MBA, Marketing and Operations.

CA Govind Jhawar(Founder & CEO - Finideas)

CA Govind Jhawar(Founder & CEO - Finideas)Mr. Govind is founder & CEO at Finideas. Additionally, he is a Chartered Accountant by qualification, and a Certified Treasury Manager.

Mr. Suraj Bathija(Founder & CSO at AlgoBulls)

Mr. Suraj Bathija(Founder & CSO at AlgoBulls)Technical Analyst in Indian Stock Markets With 7 Plus Years of Experience Entrepreneur & Analyst With 5 Plus Years of Experience in a Sensitive Business Environment.

Mr. Jimmit Patel(Founder & COO at Algobulls)

Mr. Jimmit Patel(Founder & COO at Algobulls)Mr. Patel is the founder as well as Chief Operating Officer at Algobulls. He has a PGDRM degree in Retail Management and 8 years of professional experience in providing increasing levels of Leadership with FinTech firms.

Mr. Akash Pratap(Co-founder Quant Mansion)

Mr. Akash Pratap(Co-founder Quant Mansion)An Experience of around 12 years in algorithmic trading and currently poisoning as Co-Founder of a proprietary trading firm Named Quant Mansion that is focused on algorithmic trading in asset classes across the globe.

Mr. Ved Jaiswal(Co-founder Quant Mansion)

Mr. Ved Jaiswal(Co-founder Quant Mansion)Mr. Jaiswal is the Co-founder of Quant Mansion and has experience of 12 years in Trading, IT Operation & Strategy Development and Team management. He currently Manages team of 30 Professional trader with the AUM of $ 30 million covering Arbitrage strategies and Directional & Delta Neutral strategies

Mr. Anay Mittal(Strategy Development Head at Seven Alpha Investors Pvt. Ltd.)

Mr. Anay Mittal(Strategy Development Head at Seven Alpha Investors Pvt. Ltd.)Mr. Mittal has a Masters’ Degree in Business Administration. He is currently working as Strategy Development Head at Seven Alpha Investors Pvt. Ltd.

Mr. Pradip R. Sandhir(Chairman, Managing Director & the Promoter of Beeline Broking Limited)

Mr. Pradip R. Sandhir(Chairman, Managing Director & the Promoter of Beeline Broking Limited)Mr. Pradip Sandhir aged 53 years, is Chairman, Managing Director & the Promoter of Beeline Broking Limited. He holds bachelor’s degree of Commerce and has over 19 years of experience in the Stock Market and 28 years of experience in the Chemical Distribution Sector.

Mr. Bhavesh Makkar(Derivatives Algo Strategist - FINDOC)

Mr. Bhavesh Makkar(Derivatives Algo Strategist - FINDOC)Mr. Bhavesh is Chartered Accountant by Qualification. Professionally, he is an independent trader having 9 years of experience. Along with managing his own trading account, he co - heads proprietary algo desk at findoc in Ludhiana.

Mr. Navneet Dang(Derivatives Algo Strategist - FINDOC)

Mr. Navneet Dang(Derivatives Algo Strategist - FINDOC)Mr. Dang has 15 years of experience being a discretionary trader. Along with managing his own trading account, he co - heads proprietary algo desk at findoc in Ludhiana.

Mr. Manish Malhotra(Vice President, Findoc)

Mr. Manish Malhotra(Vice President, Findoc)Mr. Malhotra is Vice President at Findoc, managing Algo Trading Desk in Equity & Commodity Futures & Options. Furthermore, he has 18 Years of experience in Commodity Trading, Procurement, Hedging and Managing Algo Trading Desk in Equity Future and Options.

Mr. Ivor Misquith((Founding Partner, Indorient Financial Services Limited))

Mr. Ivor Misquith((Founding Partner, Indorient Financial Services Limited))Ivor is the Founding Partner of INDORIENT FINANCIAL SERVICES LIMITED, a Category I Merchant Banking Entity that specializes in Capital Market transactions (IPO’s FPO’s, Buy backs, Rights issue), Private Equity, Loan syndication, Project Advisory and Merger and Acquisitions.

Mr. D. D. Goyal(Head - Fixed Income Practice, Greyhill Capital)

Mr. D. D. Goyal(Head - Fixed Income Practice, Greyhill Capital)Over 25 years of experience handling institutional fixed income business. Actively dealing in bonds & other securities of Debt, Resource Mobilization, Investment Advisory. Currently, he heads the Fixed Income practice at Greyhill Capital, India. Prior to Greyhill, he was the SVP and head of the Fixe

Event Schedule

8th September, 2022

Schedule	Workshop
9:00 am	Registration Starts
9:30 am - 10:00 am	Welcome + Lamp Lighting
10:00 am– 10:30 am	Mr. Gaurav Kapoor (NSE Nifty ETF) NSE Nifty ETF are Index Funds, a basket of stocks that reflects the 50 Stocks of Nifty.
10:30 am – 12:00 pm	Mr. Samir Arora (PMS & Treasury) Learning over past 25 years in Equities.
12:00 pm – 12:15 pm	Tea Break
12:15 pm – 12:45 pm	Mr. Govind Jhawar (Currency Hedging) Currency hedging is a strategy designed to mitigate the impact of currency or foreign exchange risk on investment returns..
12:45 pm – 01:05 pm	CA Rajendra Sharma (Fund Raising Platform) BSE’s SME Platform is intended for small and medium-sized companies to raise Capital with high growth potential.
01:05 pm – 01:35 pm	Mr. Ivor Misquith (Merchant Banking) Merchant banking is a combination of banking and consultancy services that provides consultancy to its clients for financial and legal matters.
01:35 pm – 02:25 pm	Lunch Break
02:25 pm – 02:45 pm	Mr. Pradip Sandhir (Merchant Banking SME Platform) Merchant banking is a combination of banking and consultancy services that provides consultancy to its clients for financial and legal matters.
02:45 pm – 03:15 pm	Mr. Sanjay Gakhar (Importance of Hedging in Business) Hedging provides a means for traders and investors to mitigate market risk and volatility.
03:15 pm – 03:45 pm	Mr. Anay Mittal (Equity Trading – Disciplinary Approach) Discipline is the key whether it is in life or the Equity Market. Emphasis on how desired rewards with discipline in the Equity Market can be achieved.
03:45 pm - 04:15 pm	Mr. Bhavesh Makkar and Mr. Navneet Dang (Algo Trading: Risk Reward and Treasury) In Trading, Risks and Rewards are inseparable, as they form a trade-off Pair – the more risk you are willing to take on, the higher the potential reward could be.
04:15 pm – 04:30 pm	Tea Break Bond trading is one way of making a profit from fluctuations in the value of corporate or government bonds.
04:30 pm – 05:00 pm	Mr. Ved Jaiswal and Mr. Akash Pratap (Statistical Arbitrage based Algorithm Trading) Arbitrage provides a mechanism to ensure that prices do not deviate substantially from fair value for long periods of time.
05:00 pm – 05:30 pm	Mr. Suraj Bathija and Mr. Jimmit Patel (Fixed Income Products) Fixed Income Products are latent to market volatility and offer assured returns along with capital protection.
05:30 pm – 06:00 pm	Mr. D.D. Goyal (Trading in Bonds) Bond trading is one way of making a profit from fluctuations in the value of corporate or government bonds.
06:00 pm – 07:00 pm	Mr. Nilesh Shah (Mutual Funds and Treasury) How Financial vehicle Mutual Fund and Monthly Market Outlook provides one with an encompassing view of the current economy, Equity and Debt Markets for the month along with the likely impact on Investments.
07:00 pm – 07:15 pm	Mr. Manish Malhotra (Gold Bonds) Gold Bonds are the perfect alternative to investment in physical gold that offers capital appreciation and interest income every year.
07:15 pm – 07:45 pm	Panel Discussion with the Leading Industrialists of Ludhiana
07:45 pm Onwards	Thank You Note by Mr. Nitin Shahi Followed by Dinner & Cocktail
8:30 pm Onwards	Enjoy live performance by Shunya Band

Event Gallery

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Contact us for Enquiries

Important Message The information contained in this file is provided for informational purposes only, and should not be construed as legal advice on any matter. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this file to the fullest extent permitted by law. Every effort is made to avoid errors. In spite of that, errors and discrepancies may creep in. It is expressly stated that neither Findoc Investmart Private Limited nor any of the contributors of updates will be responsible for any damage to anybody on the basis of this document. Readers are, therefore, requested to cross check with the original sources e.g. Government publications, Orders, Judgments etc., before taking any action or making any decision. These services are being provided through our group companies Findoc Capital Mart Pvt Ltd and Findoc Finvest Private Limited

Attention Investors

1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
4. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries forrefund as the money remains in investors account.

Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDLon thesame day.....issued in the interest of investors.

KYC is a one-time exercise while dealing in securities markets-once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. | (As instructed by SEBI, We hereby declare that we do engage in proprietary trading in all segment across the exchange.)

Effective communication & Speedy redressal of the grievances a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES: i. Name, PAN, Address, Mobile Number, Email ID c. Benefits: i. Effective communication ii. Speedy redressal of the grievances link: https://scores.gov.in/scores/Welcome.html

In case of grievances for any of the services rendered by Findoc Investmart Pvt Ltd write an email to grievance@myfindoc.com

Mandatory updation of certain attributes of KYC of clients - The advisory is also displayed on the Depository website at following link: https://nsdl.co.in/downloadables/pdf/Advisory%20%E2%80%93%20KYC%20Compliance.pdf

1. NSDL:IN-DP-469-2020 2. Findoc Finvest Pvt. LTD. CIN no:U65910CH1995PTC016409 RBI REGISTRATION NO. B-06.00267 3. Findoc Investmart Private Limited CIN no:U74992CH2010PTC035180 SEBI REGISTRATION NO. INZ000164436 4. Findoc Investmart IFSC PVT. LTD CIN no: U65999GJ2017PTC095984 SEBI REGISTRATION NO. INZ000200735 5. INVESTMENT ADVISOR SEBI Registration no. INA100012297

Member I'd | Nse- 14697 | BSE- 6529 | MCX- 55205 | NCDEX- 01152

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