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
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How To Save An Emergency Fund
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How To Pay Down Debt
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How To Set Financial Goals
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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 |



