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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

An insightful session with the students of Marwadi University. It’s inspiring to see growing awareness of financial knowledge among students. We discussed investing lessons from Warren Buffett, budgeting hacks, why one should start an investment journey from an earlier age, the impact of inflation on investments, and the financial planning life cycle.

Q&A

Because learning starts with questions

How to identify a good asset class?

Choosing an asset class depends on your risk-taking capacity, your financial goals, time horizon, age, etc.

How to start investing money?

Decide your goals first and calculate how much money you will need to achieve them and then accordingly choose the investment products according to your risk appetite.

I struggle with impulse purchases sometimes what should I do?

Ask yourself these questions before buying any product: Can I wait to buy it? How often will I use it? Can I really afford it? How much of my income will this item cost me? Asking these questions will help you to think before loading up on non-essential items.

What You Missed

Investing In Your Tomorrow - Your Guide To Financial Well-being

We recently held an insightful session dedicated to enhancing financial well-being. Our discussion delved into interesting budgeting methods that the Japanese used to follow called Kakeibo, personal finance myths, defining the true essence of wealth, and exploring key financial planning concepts. It's incredibly encouraging to witness the growing awareness and interest in financial literacy among the next generation.

01 Nov 2023

Speaker :Rachana Oza,Karnavati University , Gandhinagar

Promoting Financial Independence to Women from Underserved Communities

During our recent Financial Literacy Workshop, we enlightened almost 300 incredible women on the importance of financial literacy and managing personal finances. We showcased women's innate abilities in budgeting, saving, and investing through real-life illustrations. We explored the crucial idea of financial planning and its transformative impact.

27 Oct 2023

Speaker :Mosam Doshi,Mangal Navkar Mahek Group, Ahmedabad

Dream Big, Plan Smart: A Roadmap to Financial Well-being

Team LakshMe had the privilege of engaging with the bright minds of Polytechnic College. We explored the benefits of investing, budgeting skills, goal setting, financial planning, and government entrepreneurship schemes. Their enthusiasm and curiosity are the driving force behind our commitment to fostering financial empowerment.

07 Oct 2023

Speaker :Rachana Oza,Government Polytechnic College, Ahmedabad

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 , Ahmedabad

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, Ahmedabad

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, Ahmedabad

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.

12 May 2022

Speaker :Hely Gadhecha, Founder Synvestment,Synapse - DA-IICT, Gandhinagar

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.

18 Apr 2022

Speaker :Maitry Shah, Founder LakshMe,Innovator club - LD College of Engineering , Ahmedabad

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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