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Highly interactive and active engagement from the attendees isn't your same - old classroom session.

WORKSHOPS

Highly interactive and active engagement from the attendees isn't your same - old classroom session.

Glimpse Of The Workshop

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.

Q&A

Because learning starts with questions

What should Teenagers know about financial literacy?

Savings & Budgeting are key things to know from a young age. Learning to manage expenses is a crucial part of growing up.

How could we promote rural financial literacy?

The focus needs to be on the importance of having bank accounts and saving money. Gradually, we could explain about the various government savings schemes.

Women love shopping. Do you think it’s ok to let them handle money?

We believe that women are excellent budget keepers. They know where to spend and where to cut the cost. Their inbuilt qualities make them better investors.

Do you think financial literacy also needs to include digital financial literacy?

Absolutely, financial literacy is incomplete without digitalization in today’s world. We also intend to cover fintech topics to make sure the literacy is in line with the world.

What You Missed

FINANCIAL

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 2023

Speaker :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 2022

Speaker :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 2022

Speaker :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 2022

Speaker :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 2022

Speaker :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 2022

Speaker :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 2021

Speaker :Maitry Shah, Founder LakshMe,Research Foundation of India & JHERF

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