| To act as facilitator for knowledge dissemination on personal finance. |
| Activities may include following : |
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To provide information as Frequently asked questions/ answers on web site of AKWL on personal finance,
suitable for various age group of investors, for right kind of awareness in public about various options available in the market, leading to better management of their financial assets. |
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Issue periodical e- newsletter to members, for unbiased and professional guidance on investments and to reply their queries, if any |
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AKWL may make presentations/ conduct seminars on personal finance in large organizations for their executives tax planning/ investment planning (e.g. TCS, CSIR, Tata Motors etc), however against subsidized fees for the consultants . |
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To conduct market surveys, discussions, workshops about customer needs, customer satisfaction level, emerging trends etc for better quality services to customers
Promote financial planning as a regular exercise for public & private sector employees and organizations, using services of Chartered Accountants also. It may include all options for investments including Home loans etc |
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AKWL to act as facilitator electronic filing of Income Tax return etc. However all activities be done with disclaimer that views expressed are personal and AKWL will not be responsible for any loss caused to any body due to advise |
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AKWL may earn money as transaction charge on submission of investment applications, as sub broker |
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AKWL may assist its members in resolving their problems or disputes or deficiency in services by service providers |
