Highly interactive and active engagement from the attendees isn't your same - old classroom session.
Making Her Financially Atmanirbhar
A Guest Session with CAIT YE Talk on Making her Financially Atmanirbhar. The key points covered were Insurance planning, Tax planning, Retirement planning, the importance of investing, Goal planning, and SIP. A very diverse group of the audience was present in this workshop, consisting of homemakers, professionals, salaried employees, entrepreneurs, and individuals who hold important decision-making roles in various aspects of their lives. It was an interactive and enriching session followed by an interesting Q&A round.
27 May 2023Speaker :Maitry Shah & Mosam Doshi CAIT YE Talk
Personal Finance Well-being and Economy
A Guest Session at GLS University on Personal Finance Well-being and Economy. The key points covered were budgeting, the importance of investing, goal Planning, and a few Micro and Macroeconomics concepts. How these economic concepts affect our personal finance.
07 Nov 2022Speaker :Rachana Oza, LakshMe GLS University
Financial Literacy Camp
Day-1 Awareness of very basic financial concepts like What is Income, Expenses, Debt etc. How to identify Needs and Wants. How Budgeting helps in financial planning.
Day-2 Importance of financial goals and goal planning. An investor must make a decision based on his or her financial objectives and risk tolerance. A fundamental understanding of investment products, including their characteristics, pros and cons.
23 Jun 2022Speaker :Maitry Shah & Rachana Oza Samvedana - Project Eklavya
Investment products for Gen Z
There is an extensive number of investment products. An investor must make a decision based on his or her financial objectives and risk tolerance. A fundamental understanding of investment products, including their characteristics, pros and cons, taxation, etc. The five covered products are Mutual Funds, Direct Equity, IPO, Term Insurance, and Cryptocurrency.
12 May 2022Speaker :Hely Gadhecha, Founder Synvestment Synapse - DA-IICT
Importance of investing from an early age
Explained the fundamentals of personal finance, such as the need for financial planning at an early age, the power of compounding, goal planning, and the significance of SIPs in mutual funds. The presentation was followed by a very interactive Q&A.
18 Apr 2022Speaker :Maitry Shah, Founder LakshMe Innovator club - LD College of Engineering
Kick-start your investment journey with LakshMe
It's never too early to start learning about personal finance. We had gone through the fundamentals of personal finance, such as the necessity of having a financial goal, the importance of investing, how to get started, and new year's money resolutions, among other things.
07 Jan 2022Speaker :Hely Gadhecha, Founder Synvestment Synapse - DA-IICT
Why should women invest?
Women's current investment patterns, why don't women discuss money matters?, Importance of investing money for her, Women's characteristics that make them better investors, as well as how to get started or take the initial step.
23 Oct 2021Speaker :Maitry Shah, Founder LakshMe Research Foundation of India & JHERF
Financial Literacy for women
The facts showing financial literacy status in India, Why do women find it difficult to talk about money, and why is financial literacy important for women and society.
08 Sep 2021Speaker :Maitry Shah, Founder LakshMe Research Foundation of India & JHERF
With an educational background in finance and an unstoppable zeal to help people, Maitry brought both worlds together to create LakshMe - a platform that helps women gain financial literacy, enable financial decision-making and finally find financial freedom. The brand is now collaborating with organizations that do similar work and looks to create a far-reaching and lasting impact on the world.
Volunteer – Samvedana
Volunteer – Visamo Kids
Advocate For Children & Women
After finishing her MBA Finance and interning with the Reserve Bank of India, she started Synvestment in the year 2017 with an aim to become a go-to place for anyone seeking personalised Investment solutions and an active portfolio management. Through LakshMe’s platform, she wants to empower the society by spreading financial awareness and help them manage their portfolios.
Nominated as “Women Leaders to look up to in 2021” by a leading global magazine.
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