23 Oct 2021 | Research Foundation of India & JHERF
Workshop Q&A
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.
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.
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.
There is no right proportion, it depends up-on your financial goals. Each financial goal has specific tenure and the required corpus.
The webinar covered crucial topics like personal finance, budgeting, and various investment avenues such as mutual funds, fixed deposits, SIPs, and more. The event featured lively discussions and informative Q&A rounds. This interactive session empowered Women with the tools and confidence to navigate their financial future.
Speaker : Rachana Oza
11 Mar 2024 | Women Employees of Prudent, Ahmedabad
This workshop emphasized the crucial role of record keeping and nomination, stressing that every woman should be well-informed about family investments. Women need to understand the financial status of their families. The session covered nomination, the MWP Act, Will, and related topics, empowering women with essential knowledge for financial planning and security.
In collaboration with AIESEC, LakshMe hosted an interactive guest session merging finance education with fun. Tailored for diverse academic backgrounds, topics covered included saving versus investing, Kakeibo budgeting, goal planning, and investment basics. This empowered students with the confidence to navigate their financial futures effectively.
LakshMe celebrated its 3rd anniversary with a groundbreaking offline workshop exclusively for women. Over 150 participants enjoyed diverse sessions, including an ice-breaking "Never Have I Ever" game. The workshop covered crucial topics like personal finance, budgeting, and various investment avenues such as mutual funds, fixed deposits, SIPs, and more. The event featured lively discussions, informative Q&A rounds, and interactive games, concluding with snacks and a joyous atmosphere of camaraderie.
In collaboration with Ahmedabad University's Women Empowerment Forum, LakshMe led a captivating guest session, infusing personal finance knowledge with fun. Tailored for diverse academic backgrounds, the session covered saving vs. investing, Kakeibo budgeting, goal planning, and investment basics inspired by legends. This interactive session empowered students with the tools and confidence to navigate their financial futures.
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.
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.
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.
Speaker : Mosam Doshi
27 Oct 2023 | Mangal Navkar Mahek Group, Ahmedabad
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.
Speaker : Rachana Oza
07 Oct 2023 | Government Polytechnic College, Ahmedabad
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.
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.
Speaker : Maitry Shah, Founder LakshMe
08 Sep 2021 | 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.
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.
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.
Speaker : Maitry Shah, Founder LakshMe
29 Apr 2023 | 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.
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.
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.
Speaker : Maitry Shah & Rachana Oza
23 Jun 2022 | Samvedana - Project Eklavya, Ahmedabad
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.
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.
Speaker : Maitry Shah, Founder LakshMe
18 Apr 2022 | Innovator club - LD College of Engineering , Ahmedabad
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.
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.
