Learning money

L e a r n gni Mo n e y

W h y T e hca M o n e y ?

5 reasons


1

Because money is a scarce and precious resource

Moneyogi


2

Because money is important for sustenance our dreams and aspirations

Moneyogi


3Because life without money is like food without salt

Moneyogi


4

Because most of the problems of families, societies and countries arise from either lack or mismanagement of money

Moneyogi


5Because it can make our students more practical and responsible for real life when they step out of their colleges

Moneyogi

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iC uu lr c mu

Grade 3- 6

1. What is money?

2. Needs versus wants

3. Sources of money

4. Role of a bank

5. Why save

6. Where to keep your money a.Money cycle

7. Why invest

iC uu lr c mu

Grade 7- 9

1. Various investment avenues a. Fixed deposits b. MFsc. Gold d. Real estate e. Art

2. Assets and Liability

3. Basics of credit/loans a. Home loan b. Car loanc. Student loan d. Personal loan

iC uu lr c mu

Grade 10- 12

1. Equated monthly instalments

2. Credit card/ debit card

3. What is stock market?

4. What moves stock market?

5. Why do we need budgets?

6. How are we differed from Americans in our money habits?

O eu ar t m

• Nikunj, 44 is an author, a poet and a motivational speaker

• He has recently published his first book – The stock market monk. This book written in a story form is suitable for all kinds of investors who seek wealth creation

• Has over 18 years of work experience in sales and business development with leading fund houses viz. Reliance MF, Tata MF and Zurich India MF(now HDFC MF)

• Has an uncanny knack of simplifying investments esp. equity. His workshops are highly appreciated by partners and investors alike

N ni jk u S mh aa r

• Abhay, 44 has an extensive work experience of over 20 years across Distribution, Merchant Banking and business development

• He has been one of the veterans who have seen the Indian MF industry come up the curve . He has with RR Financial consultants, TATA AMC and Baroda Pioneer AMC

• He has a comprehensive understanding of local and global

social ,political and economic environment

• He is pursuing CFA from AIMR in USA and has cleared level II

• He is also an amateur astrologer and a numerologist

A yb h a N ga a r

• Indu, 43 is an entrepreneur, Investor and a home maker

• She has worked as a lecturer with Rukmini Devi Institute of Management studies, Delhi

• She has over 20 years of experience in investing money across various asset classes including Equity, Debt, Gold and Real Estate

• She has a thorough understanding of capital markets, local and global economy and has a passion for teaching

I n d u S mh aa r

Education

Learning money