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Financial literacy is the ability to understand how money works: how someone makes, manages and invests it, and also expends it (especially when one donates to charity) to help others.

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We value personal finance education and work with local and national partners to deliver it to those who need it most. Financial education can benefit consumers of all ages and income levels. 

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This workshop focuses on the ability to manage personal finance matters in an efficient manner, and it includes the knowledge of making appropriate decisions about personal finance such as investing, insurance, real estate, paying for college, budgeting, retirement and tax planning.

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We believe that education is essential to promoting financial fitness, we provide workshops to many organizations including, schools, employers, small entrepreneur members, banks, and college students. During our workshops we discuss:

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  • How To Budget

  • How To Save An Emergency Fund

  • How To Pay Down Debt

  • How To Set Financial Goals

  • How to select right investment product for achieving your financial goals.

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Workshops are open to all Indian residents that includes 9th & 10th grades students, College youth, Women's, Corporate - office staff , Small entrepreneurs, Club staff, School & College staff, resident society members, seva mandals or communities, etc.

 

If you are interested in finance workshop for your students, staff or clients, society members, etc we welcome the opportunity to further our mission.

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Company Name
Workshop Info
Audience
Event Date
Venue
Speaker
Rotary Club of Mumbai
Smart Investments - Financial Literacy
Empowering Youth
20th Jan 2020
Sajan Resort, Wada
Bijal Kapadia & Reena Upponi
Inflow Company
Financial Planning with Shri Ram Investments
Empowering Women
13th Oct 2019
Classic Hotel, Goregaon West
Bijal Kapadia, Reena Upponi, Harsha Mirchandani & Jennisa Popat

© 2019 by Shri Ram Investments, Mumbai   

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