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Workshops
You and everyone else deserves access to the basics of
making, saving and investing money, regardless of age or
profession. Our workshops give you the confidence to take
control of your money and build a secure future.
Protect your life's savings from the high costs of medical emergencies. With the right health plan, you can focus on recovery, not bills, knowing you have a financial shield against the uncertainties that may come your way.
A Life insurance term plan is a simple, powerful way to secure your family's financial future. In your absence, it ensures your loved ones can meet their financial goals and continue to live the life you've worked so hard to provide.
Did you Know?
According to a research paper published in IOSRJournals.org, The National Centre for financial education (NCFE) estimates that only 27% of Indian adults are financially literate.
A quick overview of mutual funds and how to invest in them.
Investing in Mutual funds shouldn't feel overwhelming. It should be straightforward and accessible, even if you're new to investing. We offer access to a wide variety of funds, a simplified investment process, and the ongoing support you need to navigate your financial journey with confidence.
Watch more VideosOur sessions are built on real-world experience, ensuring every takeaway is immediately useful. So you leave with a clear roadmap to start your financial journey.
Every session is tailored to the age and income level of your audience. From foundational budgeting for students to advanced strategies for professionals.
All workshops are led by our experienced financial professionals who bring regulatory compliance, practical money insights, and a passion for teaching.
Learn through high intent games, real-life case studies, interactive discussions, and Q&A sessions to ensure high engagement and active learning.
Specialized content and delivery tailored to the audience
group, ensuring maximum relevance and impact.
These sessions are tailored for high-income professionals who need advanced strategies for wealth preservation, growth, and complex financial structuring. Essential guidance on managing practice finance, navigating succession planning, and protecting their professional wealth.
Investing in your employees' financial health is a direct investment in your business, leading to a more focused and productive workforce. Help them maximize their compensation, build systematic investment plans (SIPs) for their goals, and effectively manage their personal debt.
These workshops focus on building the foundational habits necessary for a successful financial life as they transition into the workforce. Equip them with the first-salary roadmap, teaching them to budget, save, and start investing early to leverage the power of time.
This category focuses on empowering individuals at the grassroots level, often supported by NGOs, with foundational financial literacy to strengthen their livelihoods. Practical guidance on responsible borrowing, and strengthening community savings within Self-Help Groups (SHGs).
to suit the needs of your audience.
Budgeting & The Art of Saving
Understanding Mutual Funds & SIPs
The Power of Compounding
Insurance: What You Need & Don't
Retirement Planning: Never Too Early to Start
Understanding and beating inflation
Build a Financially Smarter Community.
Let's have a conversation about your insurance needs. Our free clarity call is the perfect opportunity to discuss your liabilities and explore how we can help you build a personalized plan that protects you
Everything You Need to Know
