Report on Financial Awareness Session

The Indian Medical Association (IMA), Bareilly successfully organized a Financial Awareness Session for Doctors, reaffirming its commitment to the holistic well-being and professional empowerment of the medical fraternity. The session was thoughtfully curated to enhance financial literacy among doctors and to provide clarity on prudent investment and wealth management practices. The program was privileged to host two eminent speakers. Mr. Amit Pradhan, Executive Director, Securities and Exchange Board of India (SEBI), and Mr. Joginder Singh, Vice President, National Stock Exchange (NSE), graced the occasion and shared their vast knowledge and experience. Their presence added immense value to the session and inspired participants to approach financial planning with confidence and awareness. The speakers delivered insightful deliberations on key financial topics highly relevant to medical professionals. These included Mutual Funds (Direct vs. Regular plans), ULIP versus Mutual Funds, ULIP switching strategies, best investment options for doctors, financial frauds, and simplified approaches to wealth creation. The session was informative, engaging, and practical, enabling attendees to make informed financial decisions and safeguard their earnings. The event was organized under the able leadership of Dr. Atul Kr. Shrivastava, President, IMA Bareilly, with strong support from Dr. Anshu Agarwal, Honorary Secretary, Dr. Shalini Maheshwari, Treasurer and Dr. Kamendra Singh, PRO. Their guidance and dedication ensured the smooth execution and overall success of the program. A large number of doctors and IMA members attended the session, reflecting keen interest in financial awareness and professional growth. To extend the benefit to a wider audience, the session was also streamed live on the IMA YouTube channel, enabling many more members to watch and benefit from the expert talks in real time. The Financial Awareness Session was highly appreciated by the participants, who found the discussions extremely relevant and enlightening. The program was followed by a high tea, providing an opportunity for informal interaction and networking among members.