Promoting Financial Literacy amongst the students community
Financial Wellness Program (For Parents)
The program is designed to help the parents to make them understand the various aspects of financial planning and their benefits. It will help them to do a better job of their spending, saving, investing and managing risks in life. It deals with Contingency planning, Insurance Planning, Investment Planning, Specific Goals Planning like Higher Education Planning for their children, Retirement Planning, Income Tax planning and Estate Planning.
Aspects of Personal Finance
Importance of Financial Planning and Budgeting
Financial Goals creation in a SMART way
Financial Planning pyramid : Need Hierarchy
Power of compounding and Time Value of Money
Risk management : Protection of Life, Health and Property
Choosing the right investment options
Asset Allocation Strategy
Savings and Investment Products
Borrowing related products
Tax Planning
Retirement Planning
Estate Planning
Investor protection and grievances redressal mechanism