FINANCIAL LITERACY WORKSHOP

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Global Survey

As per the Global Survey by Standard & Poor’s Financial Services LLC (S&P), India is home to 17.5% of the world’s population but nearly 76% of its adult population does not understand the basic financial concepts. Hence, authentic guidance is absolutely important for one to smoothly achieve their financial goals.

Financial Literacy Program

We’ve been conducting regularly several camps/workshops/meetings under Financial Literacy Program for investors. These Camps/workshops/meetings are a 1- 2 Hour educational & interactive programs by Personal Finance Professionals / Experts / Trainer / Speakers organized in companies, housing societies, institutions, associations and communities to educate the participants on achieving financial wellbeing and help them get started with basics of managing their money in a better& more meaningful way.

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Objectives of Financial Education Workshops/Camps


The objective of these workshops is to educate people about personal finance management and to create awareness about its key elements. The idea is to help the participants understand all issues and measures to overcome the crisis related to personal finance. As per the requirements, such workshops/meetings might be conducted via both online and offline modes.

Topics/ Contents of Workshop/Camps


In these workshops/campaigns, the various topics of Personal Finance are covered

  • Concept of Cash flow management and emergency fund
  • Defining Financial Goals to be achieved during the life cycles
  • Formulation of Investment Plan and Protection Plan for Financial Freedom
  • 3 Mantras of Financial Freedom
  • Understanding the Investment options on parameters – Risk, Return, Liquidity, Suitability, Time Horizon etc.
  • Avoiding common mistakes of savings and investments

Host for Workshops/Camps


Financial Education workshops/Camps can be organized for the following types of organizations

  • Corporates for their employees
  • Clubs, NGOs, Associations and Groups for their members
  • Housing Societies for their residents
  • Educational Institutes for their teachers / staff
  • Gram Panchayat for community/segment of the society

Audience Size of Workshops/Camps


Audience Size can range anywhere from 10 to 100 participants. However, the ideal audience size for a real impactful session is 30-50 participants. We can consider organizing camps for 100 + participants based on availability of resources and experts

Venue for Workshops/Camps


Financial Literacy workshops/Camps are usually organized at the in-house training centers/conference halls of the corporate or meeting halls/community halls of housing societies / Institutes / the clubs/associations or the assembly places of community​

​ If the organization does not have any hall for the hosting the camp, My Samruddhi Team on a special request & based on the availability of resources will try to arrange an economical venue at a nearby place.