Financial Education workshops
by
International Money Matters Pvt. Ltd.

An investment in knowledge always pays the best interest

- Benjamin Franklin

Our objective in conducting the workshops is to inculcate a basic knowledge of finance, essential principles of sound investing and an understanding of the different investment avenues that are available to individuals in and outside of India.

Individuals today are exposed to a vast amount of data related to strategies to grow wealth, increase returns and minimise risk - How to sift through this data and select what is appropriate and suited to one's needs is quite a challenge for any individual. That is where International Money Matters Pvt. Ltd. comes in. We conduct workshops and educate investors thereby empowering them to make the best choice of strategy, asset and product. Our workshops are normally of 45-60 minutes duration. We cover a wide spectrum of topics under personal finance as follows:

	TEN COMMANDMENTS OF INVESTING TEN COMMANDMENTS OF INVESTING This is a beginner's guide to investing. This workshop will introduce investors to the world of finance, the terminology in use and help them in dealing with various professionals whom they will come across from time to time seeking investments from them such as their bankers, insurance advisors, mutual fund advisors or financial advisors. It covers the following aspects of personal finance. Some basic principles underlying investment Some dos and don'ts for investing money It is suitable for individuals who have just started working or have been working for a few years.
	BLAST OFF BLAST OFF This is a beginner's guide to handling one's finances - a 'What to do and not to do with your money' guide. It covers aspects such as How to understand one's salary slip - the various components How to plan taxes How to file one's taxes Credit cards and the best way to handle them Loan - how to decide where to take a loan from and its management thereafter. It is suitable for individuals who have just started working or have been working for few years.
	TAX PLANNING TAX PLANNING This workshop covers the importance of planning one's tax saving investments not in isolation but in accordance to one's financial goals. The various instruments of tax saving- their advantages, disadvantages and suitability are covered as well.
	INSURANCE - AN EXPENSE OR AN INVESTMENT? INSURANCE - AN EXPENSE OR AN INVESTMENT? This workshop covers the importance of the oft neglected insurance. India being one of the countries with a very high percentage of under-insured individuals, this session will benefit all. It talks of how insurance is not an expense or a tax saving instrument only, but a very important investment which secures the family in the event of unforeseen circumstances. The workshop covers Understanding the concept of insurance How does it cover risk of life, injury and accident How do one's goals get covered through insurance How to select a good insurance policy It is suitable for all investors whether single and/or married with young children and long term goals; basically any individual who has responsibilities and/or financial goals.
	RETIREMENT - IS IT HERE ALREADY? RETIREMENT - IS IT HERE ALREADY? With the joint family system as good as extinct especially in urban India, planning one's retirement was never more important. This workshop covers the need for retirement planning and the options available for the same. It is suitable for investors who are in their 40s and above and focussed on how to invest for retirement such that retirement is hello pension, goodbye tension!
	INVESTING TODAY INVESTING TODAY These are difficult and uncertain times with volatile economic, political and market conditions. This workshop concentrates on how financial planning will enable an investor to keep his cool in such times. It is focussed on how to sieve relevant news and information from the chaos out there and modify one's portfolio accordingly. It would be relevant to all age groups of investors.

More topics:

Safety First- How To Make It Last!
Saving Tax Today- At The Cost Of Tomorrow?
How Much Insurance Does My Family Need?
It's Never Too Early To Plan For My Retirement!
Equity - The SIP Way Of Investing!

Benefits for Employees

Focus on achieving their financial goals
Receive objective information on key financial issues
Fosters the ability to identify and take appropriate steps which would help them achieve freedom
Helps in managing their finances better and better saving habits

Benefits for the Company

Motivate employees towards higher productivity
Increase employee loyalty and morale
Helps employees understand the Company aims for their overall well being

Besides these we also do customised and specific workshops as per the Company's requirement as you would know what is more relevant to your employees.

Contact us at info@immpl.com to arrange for seminars at your Company.