Highly interactive and active engagement from the attendees isn't your same - old classroom session.
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.
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 2023
Speaker :Maitry Shah & Mosam Doshi,CAIT YE Talk
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 2022
Speaker :Rachana Oza, LakshMe,GLS University
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 2022
Speaker :Maitry Shah & Rachana Oza,Samvedana - Project Eklavya
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 2022
Speaker :Hely Gadhecha, Founder Synvestment,Synapse - DA-IICT
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 2022
Speaker :Maitry Shah, Founder LakshMe,Innovator club - LD College of Engineering
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 2022
Speaker :Hely Gadhecha, Founder Synvestment,Synapse - DA-IICT
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 2021
Speaker :Maitry Shah, Founder LakshMe,Research Foundation of India & JHERF
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