Glimpse Of The Workshop
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.
Highly interactive and active engagement from the attendees isn't your same - old classroom session.
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.
How good is it to invest in Index funds?Index funds are a category of mutual funds and exchange-traded funds (ETFs) that have a portfolio built to mirror or track the components of a financial market index. These funds will always follow their benchmark index regardless of market conditions.
Why should I choose mutual funds over equities if I am able to perform my own research?You may do so if you are enthusiastic about it and believe you can devote the required time and effort. With mutual funds, you can benefit from expertise, as the money is managed by a fund manager without your involvement and you can gain exposure to various of stocks with a small investment.
Is it important to diversify money for beginners?Diversification is a prudent investment strategy because your risk is spread across multiple asset classes.
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 , GandhinagarDuring 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, AhmedabadTeam 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, AhmedabadA 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, GandhinagarThe 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 & JHERFA 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, AhmedabadMaitry 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, AhmedabadThe 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 , AhmedabadA 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, AhmedabadDay 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, AhmedabadThere 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, GandhinagarIt'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-IICTWomen'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 & JHERFSignin
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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.