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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

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.

Q&A

Because learning starts with questions

Is Insurance an investment?

No, insurance is not an investment. When you invest your money, you expect your money to grow and give your returns. Insurance is a protection, it protects you and your family in emergencies. But both are equally important in terms of financial planning.

If I save, then do I need to invest?

Savings is the difference between your monthly income and expenses. Whereas, investing is when you put that money in various asset classes which gives you a return and you end up creating wealth. So yes, it is important to invest your savings.

How can I start planning for Retirement 15 years from now?

Understand your income and expenses, decide on how much amount you will need in the future considering inflation, this will bring you to the fixed amount which will be required at the time of retirement. Then start investing your money as per it.

How do you proportionate between short-term and long-term goals?

There is no right proportion, it depends up-on your financial goals. Each financial goal has specific tenure and the required corpus.

What You Missed

The ABC’s of Banking

A Workshop at Sughad Primary School on Financial Literacy for Primary Students. The key points covered were Banking, functions of bank, RBI, different payment modes, good loan and bad loans, income-expense & savings, etc. And ending the session with a Fun quiz round, It was an enriching and interactive session.

08 Sep 2023

Speaker :Rachana Oza,Sughad Primary School, Gandhinagar

Financial Literacy For Women

The facts showing the financial literacy status in India, Why women find it difficult to talk about money matters and the importance of financial literacy for women and society. 

The session was followed by a very interactive Q&A. 

08 Sep 2021

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

Khelo Aur Sikho, Paise Ke Fundas

A Workshop at Amiyapur Primary School on Financial Literacy for approximately 75 Primary Students. The key points covered were Banking, the Role of RBI, Banking services like RTGS, IMPS, NEFT, UPI, Cheques, Debit cards, credit cards, and loans. And ending the session with a Fun quiz round, it was an enriching and interactive session.

01 Aug 2023

Speaker :Rachana Oza,Amiyapur Primary School, Ahmedabad
FINANCIAL

Become Financially Atmanirbhar

Maitry Shah had an interactive session with more than 50 young customer care members of Prudent. It was an informative session on gaining financial self-reliance. The topics covered were the significance of investments, needs vs wants, identifying bad money habits, and thumb rules of personal finance.

02 Jul 2023

Speaker :Maitry Shah,Prudent Group, Silver Cloud, Ahmedabad
FINANCIAL

Empowering Women Through Financial Literacy

The facts showing the financial literacy status in India, Why women find it difficult to talk about money matters and the importance of financial literacy for women and society. 

The session was followed by a very interactive Q&A. 

29 Apr 2023

Speaker :Maitry Shah, Founder LakshMe,PLC Convention-23. Jio World Convention Center, Mumbai.

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

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