SM Wealthinsure successfully hosted an insightful investment event titled "Investor Connect – Can You Afford to Retire?" on 6th September 2025 at Park Plaza Hotel, Faridabad. The event aimed to enhance financial awareness and literacy among investors and their close networks. The highlight of the evening was a powerful and engaging session by Mr. Mohit Sharma, Director & Co-Head, Franklin Templeton India. His address focused on the importance of retirement planning, wealth creation, and informed investing in today’s economic environment. The session was rich in insights and offered practical strategies for long-term financial well-being.

The theme, "Can You Afford to Retire?", resonated strongly with the audience, sparking meaningful conversations around:

• Importance of early retirement planning
• Role of disciplined investments
• Navigating market volatility
• Choosing the right financial instruments

This financial literacy initiative was tailored to both seasoned and first-time investors, aiming to empower them with the right knowledge to make informed decisions.

The session was interactive, with attendees actively participating in Q&A rounds and open discussions. Many guests expressed appreciation for the clarity and relevance of the content delivered. Their positive feedback highlighted the value they found in attending the event. The event was not only a success in terms of attendance but also in impact. Attendees left with a deeper understanding of their financial goals and the steps needed to secure their financial futures. SM Wealthinsure remains committed to spreading financial literacy and will continue organizing such programs for the benefit of our investors and their families. We look forward to hosting more insightful, impactful, and community-driven events in the future.

SM Wealthinsure
Empowering Investors | Enriching Futures

SM Wealthinsure proudly organized an exclusive investment awareness event titled "CEO Connect – Market Outlook & India Growth Story" on 22nd March 2025 at the Radisson Blu Hotel, Faridabad. The event was designed to educate and empower investors, clients, and their families with insights into the current market scenario and India's future economic trajectory. The session was graced by Mr. Aashish P. Somaiyaa, Executive Director and CEO, Whiteoak Capital Mutual Fund. A renowned thought leader in the Indian investment landscape, Mr. Somaiyaa shared his deep expertise on financial markets and the emerging opportunities in India's growth story.

Key Topics Covered:

• Analysis of the current global and domestic market environment
• India’s rising economic potential and strategic global positioning
• Long-term wealth creation in a dynamic market
• Importance of financial literacy for informed decision-making

Attendees described the session as thought-provoking, educational, and empowering. Many expressed a deeper understanding of India’s growth trajectory as a future global leader and appreciated the practical insights into navigating the current market scenario. The overall feedback was overwhelmingly positive.

Inspired by the success of this event, SM Wealthinsure is committed to hosting more such investor education sessions in the near future. These initiatives are part of our mission to foster financial literacy and long-term investor confidence among our valued clients and their communities.