Financial education sessions

Basic Finanace Session

  • Life stages and Financial Objectives
  • Inflow and outflow management
  • Goal Prioritization
  • Inflation
  • Investment asset class
  • Different instruments for taking protection (Life, Health, Motor)
  • Debt Management
  • Taxation (Tax management and tax exemption)


Customized Finance Session

  • Details in Mutual funds
  • Details in Equity
  • Details of Demat account
  • Details in Stock market and Debts
  • Wealth creation
  • Technical Analysis
  • Portfolio Management Session ( PMS)

Trade Game

  • Trade game is the most important part of this Financial Educations Services.
  • Virtual Demat account is opened for all the employees.
  • Virtual amount of 15 lacs given in all demat accounts. We taught how to navigate and invest in stock market.
  • After ten days, we evaluate who has earned the most. She/He gets rewarded. 
  • Isn't that amazing, fun and knowledge both at the same time.