Engage and enrich your employees with a free personal finance workshop at your workplace
Why a Personal Finance Workshop?
To equip employees with personal finance knowledge
Financially aware employees are more likely to be financially happier
Financially happier employees are 20% more productive and have less attrition
1. Basics of Mutual Fund investing (60 mins)
Objective: To learn basics of mutual fund investing
Content: What, Why and Types of Mutual Funds, Power of Compounding, SIP and Goal-based approach of investing
Suitable for: Beginners/first time employees of all age group
2. Financial Planning with Mutual Funds (60 mins)
Objective: To learn about making a financial plan
Content: Family Safety Net, Essential goals (Goal based investing)
Suitable for: Employees of all age group with some knowledge of basics of mutual fund investing
3. Advanced Mutual Fund investing (60 mins)
Objective: To invest in mutual funds like an expert
Content: Selection of Mutual Funds, Risk Profiling, Asset Allocation, Portfolio Re-balancing
Suitable for: for people with minimum 5 years of experience in mutual fund investing
Workshops done at
SEBI Registered Investment Adviser, NISM Certified Retirement Adviser, ex-Banker, 10+ years work experience, IIT Kanpur
SEBI Registered Investment Adviser, ex-Hedge Fund, 9+ years work experience, Author of book Criconomics, IIT Kanpur
What are the charges?
Typically, financial advisors charge between Rs 20,000 - 40,000 per workshop.
But we are doing it absolutely free of charge for organizations/workplaces based in Bengaluru. We believe in good karma. 😊
For rest of the locations, you need to arrange for travel and stay for one speaker or just reimburse the cost of the same at actuals.