Investor Education
and
Awareness Program

Corporates

Financial literacy is nothing but knowledge about personal management of finances. It gives you the twin benefit of protecting you from financial fraud as well as planning for a financially secure future. Unless the common person becomes informed and literate about the changes in the financial markets and products and protects himself from financial distress, especially after the pandemic of COVID - 19, wealth creation for the common man and the economy will remain a distant dream.


Financial Literacy is the key that unlocks the value of all other benefits that the employer is providing. It results in a much more engaged, much more productive and much happier workforce. One such attempt is made by Finsaarthi Learning Solutions by conducting the Financial Literacy & Investor awareness programs for corporates at all levels as part of their Employee Engagement Program.

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FAQs

Type & Number of Participants
Generally, we conduct sessions for a group size of a minimum of 15 and a maximum of 100 online and 250 offline employees.
Mode of Training
Offline and Online (Blended Learning).
Duration
The session is conducted for a minimum of 1 hour and a maximum of 3 hours depending on the topic and content to be covered.

We cover the following topics for the students.
  • Financial Goal Planning
  • Risk Management through Insurance (Life, Health and General)
  • Investment Planning
  • Mutual Funds
  • Saving, Expenditure and Investment
  • Asset allocation techniques
  • Emerging financial products
  • Mastering the retirement planning
  • Live Financial planning (Education purpose)
  • Tax planning
  • Pension Products and Government Securities products
  • Will and Succession Planning (Estate Planning)
  • Credit & Debt Management
  • Financial Markets, Capital Markets and Money Markets
  • Improving Financial Decisions and how to choose the right advisor or distributor for your portfolio
  • And emerging topics related to finance

  • Helps build a secure financial future
  • Prepared for financial emergencies
  • Disciplined approach to money
  • Reduces stress related to money matters
  • Improve Savings and Investment
  • Tax Planning
  • Discuss various topics like Goal Planning, Retirement Planning, Tax Planning and Estate Planning (Will Making)
  • Selection of proper Financial Advisor
  • Understand the difference between Advisor and Agent

  • Increase Faculty Engagement
  • Helps to Develop your faculties
  • Makes faculties feel valuable to the organization
  • Increase Productivity and efficiency
  • Improve Faculty Retention
  • Enhance the college/university Brand

Our trainers and subject matter experts have conducted sessions for 1000 plus corporates consisting of government, semi-government, MNC and private entities educating 50000 plus participants. Our experts have successfully conducted impactful Employee Engagement Program for prestigious corporates from different sectors like Reliance Jio and Group, Cipla, Future Retail, Orange Business, Airtel, Verificient Technologies, Vedanta, TCS, and overall more than 1000 plus corporates.

We cover the following topics for the students.
  • Unbiased Information
  • Easy-to-understand and well-designed curriculum
  • Expert and Experienced trainers
  • No Brand promotion or any product promotion
  • No Vested Sales, Business Expectations and Financial Advisory
  • Well-structured content for Inductees, Junior, Mid-level and Management Level
  • Learning through Gamification, Quizzes and Live Case studies
  • Continuous Learning through regular updates
  • Online as well as Offline form
  • Completely FREE sessions
about

Associates

Financial literacy is nothing but knowledge about the personal management of finances. It gives you the twin benefit of protecting you from financial fraud as well as planning for a financially secure future. Unless the common person becomes informed and literate about the changes in the financial markets and products and protects himself from financial distress, especially after the pandemic of COVID - 19, wealth creation for the common man and the economy will remain a distant dream.


Financial Literacy & Investor Awareness is the key that unlocks the value of all other benefits that the Association/NGO/Club is providing. It results in much more engaged, much more productive and much happier members. One such attempt is made by Finsaarthi Learning Solutions by conducting the Financial Literacy & Investor awareness programs for the members as the part of their Member Engagement Program. This program helps your members to keep themselves updated with the latest and dynamic investment trends and thus support in their wealth creation process.

services
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FAQs

Type & Number of Participants
Generally, we conduct sessions for a group size of a minimum 30 and a maximum 100 in online and 250 in offline faculties/teachers.
Mode of Training
Offline and Online (Blended Learning).
Duration
The session is conducted for a minimum of 1 hour and a maximum of 2 hours depending on the topic and content to be covered.

We cover the following topics for the students.
  • Financial Goal Planning
  • Risk Management through Insurance (Life, Health and General)
  • Investment Planning
  • Mutual Funds
  • Saving, Expenditure and Investment
  • Asset allocation techniques
  • Emerging financial products
  • Mastering the retirement planning
  • Live Financial planning (Education purpose)
  • Tax planning
  • Pension Products and Government Securities products
  • Will and Succession Planning (Estate Planning)
  • Credit & Debt Management
  • Financial Markets, Capital Markets and Money Markets
  • Improving Financial Decisions and how to choose the right advisor or distributor for your portfolio
  • And emerging topics related to finance

  • Helps build a secure financial future
  • Prepared for financial emergencies
  • Disciplined approach to money
  • Reduces stress related to money matters
  • Improve Savings and Investment
  • Tax Planning
  • Discuss various topics like Goal Planning, Retirement Planning, Tax Planning and Estate Planning (Will Making)
  • Selection of proper Financial Advisor
  • Understand the difference between Advisor and Agent

  • Increase Members Engagement
  • Helps to Develop your members
  • Makes members feel valuable to the association
  • Increase Productivity and efficiency
  • Improve member retention
  • Enhance the association brand

Our trainers and subject matter experts have conducted more than 250 plus sessions educating 20000 plus participants in National and International associations like Rotary Clubs, Rotaract Club, Lions Club, Leo Club, Indian Medical Association, Dental Association and different NGO across India.

We cover the following topics for the students.
  • Unbiased Information
  • Easy-to-understand and well-designed curriculum
  • Expert and Experienced trainers
  • No Brand promotion or any product promotion
  • No Vested Sales, Business Expectations and Financial Advisory
  • Well-structured content for Inductees, Junior, Mid-level and Management Level
  • Learning through Gamification, Quizzes and Live Case studies
  • Continuous Learning through regular updates
  • Online as well as Offline form
  • Completely FREE sessions
about

Faculties

Financial literacy is nothing but knowledge about the personal management of finances. It gives you the twin benefit of protecting you from financial fraud as well as planning for a financially secure future. Unless the common person becomes informed and literate about the changes in the financial markets and products and protects himself from financial distress, especially after the pandemic of COVID - 19, wealth creation for the common man and the economy will remain a distant dream.


Financial Literacy is the key that unlocks the value of all other benefits that the institution or university is providing. It results in a much more engaged, much more productive and much happier workforce. One such attempt is made by Finsaarthi Learning Solutions by conducting the Financial Literacy & Investor awareness programs for the teachers/faculties as part of their Faculty Development Program. This program not only develops money management skills but also help faculties to develop and plan their teaching sessions by being updated in the financial domain.

services
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FAQs

Type & Number of Participants
Generally, we conduct sessions for a group size of a minimum of 20 and a maximum 100 in online and 250 in offline faculties/teachers. We also conduct sessions for non-teaching staff which help them to develop the money management skills
Duration
The session is conducted for a minimum of 1 hour and a maximum of 3 hours depending on the topic and content to be covered.

  • Financial Goal Planning
  • Risk Management through Insurance (Life, Health and General)
  • Investment Planning
  • Mutual Funds
  • Saving, Expenditure and Investment
  • Asset allocation techniques
  • Emerging financial products
  • Mastering the retirement planning
  • Live Financial planning (Education purpose)
  • Tax planning
  • Pension Products and Government Securities products
  • Will and Succession Planning (Estate Planning)
  • Credit & Debt Management
  • Financial Markets, Capital Markets and Money Markets
  • Improving Financial Decisions and how to choose the right advisor or distributor for your portfolio
  • And emerging topics related to finance

  • Helps build a secure financial future by knowing concepts of Saving and Investments
  • Prepared for financial emergencies
  • Disciplined approach to money
  • Reduces stress related to money matters
  • Tax Planning
  • Discuss various topics like Goal Planning, Retirement Planning, Tax Planning and Estate Planning (Will Making)
  • Selection of proper Financial Advisor
  • Understand the difference between Advisor and Agent

  • Increase Faculty Engagement
  • Helps to Develop your faculties
  • Makes faculties feel valuable to the organization
  • Increase Productivity and efficiency
  • Improve Faculty Retention
  • Enhance the college/university Brand

Our trainers and subject matter experts have conducted sessions for 250 plus schools and colleges educating 5000 plus faculties and non-teaching staff across India covering government schools, CBSE board, ICSE board, IGCSE schools, state board schools, and undergraduate & postgraduate colleges.

We cover the following topics for the students.
  • Unbiased Information
  • Easy-to-understand and well-designed curriculum
  • Expert and Experienced trainers
  • No Brand promotion or any product promotion
  • No Vested Sales, Business Expectations and Financial Advisory
  • Well-structured content for Teaching and Non-teaching staff
  • Learning through Gamification
  • Continuous Learning through regular updates
  • Online as well as Offline form
  • Completely FREE sessions
about

General Public

Financial literacy is nothing but knowledge about the personal management of finances. It gives you the twin benefit of protecting you from financial fraud as well as planning for a financially secure future. Unless the common person becomes informed and literate about the changes in the financial markets and products and protects himself from financial distress, especially after the pandemic of COVID - 19, wealth creation for the common man and the economy will remain a distant dream.


One such attempt is made by Finsaarthi Learning Solutions by conducting the Financial Literacy & Investor awareness programs for the common investor who is part of Cooperating Housing society which we term as General Public as it will have a mixed demographic audience of different ages and professions. This program will help the participants to keep themselves updated with the latest and dynamic investment trends and thus support their wealth creation process by making them learn different financial aspects from scratch.

services
shape
shape

FAQs

Type & Number of Participants
Generally, we conduct sessions for a group size of a minimum 45 and maximum 100 in online and 250 participants.
Mode of Training
Offline and Online (Blended Learning).
Duration
The session is conducted for a minimum of 1 hour and a maximum of 3 hours depending on the topic and content to be covered.

We cover the following topics for the students.
  • Financial Goal Planning
  • Risk Management through Insurance (Life, Health and General)
  • Investment Planning
  • Mutual Funds
  • Saving, Expenditure and Investment
  • Asset allocation techniques
  • Emerging financial products
  • Mastering the retirement planning
  • Live Financial planning (Education purpose)
  • Tax planning
  • Pension Products and Government Securities products
  • Will and Succession Planning (Estate Planning)
  • Credit & Debt Management
  • Financial Markets, Capital Markets and Money Markets
  • Improving Financial Decisions and how to choose the right advisor or distributor for your portfolio
  • And emerging topics related to finance

  • Helps build a secure financial future
  • Prepared for financial emergencies
  • Disciplined approach to money
  • Reduces stress related to money matters
  • Improve Savings and Investment
  • Reduce Taxes
  • Discuss various topics like Goal Planning, Retirement Planning, Tax Planning and Estate Planning (Will Making)
  • Selection of proper Financial Advisor
  • Understand the difference between Advisor and Agent

  • Increase Faculty Engagement
  • Helps to Develop your faculties
  • Makes faculties feel valuable to the organization
  • Increase Productivity and efficiency
  • Improve Faculty Retention
  • Enhance the college/university Brand

Our trainers and subject matter experts have conducted sessions in more than 100 educating 5000 plus participants in cooperating housing societies from Mumbai and different regions of India.

We cover the following topics for the students.
  • Unbiased Information
  • Easy-to-understand and well-designed curriculum
  • Expert and Experienced trainers
  • No Brand promotion or any product promotion
  • No Vested Sales, Business Expectations and Financial Advisory
  • Well-structured content for Inductees, Junior, Mid-level and Management Level
  • Learning through Gamification, Quizzes and Live Case studies
  • Continuous Learning through regular updates
  • Online as well as Offline form
  • Completely FREE sessions
about