Highly interactive and active engagement from the attendees isn't your same - old classroom session.
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.
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
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
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
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
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.
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
My Family Record Book has been specifically designed keeping in mind important financial, medical, personal, and other miscellaneous information that is important for the family to know.
