Financial Wellness Workshop for Beginners

  • 2016-08-20 10:00 AM - 1:00 PM Bengaluru, Karnataka, India Corporate Training / Workshop

About the event

Financial Wellness

About Moneyshiksha

Moneyshiksha is platform floated by like-minded finance professionals for imparting financial education. At retail level Moneyshiksha is involved in educating individual investors on finance, investing and wealth creation. At corporate level Moneyshiksha imparts training on advance concepts in area of finance. Moneyshiksha facilitates greater understanding of finance, investing, investments and financial markets

Take Control of Your Own Financial Destiny

Moneyshiksha has conducted many seminars/workshops about how to invest in stock markets and financial planning. Our motto line is “Empowering the individual investor”

Course objectives

Financial Wellness means a comprehensive look of one’s financial attitude, financial situation, behaviour and financial satisfaction. Financial Wellness is about the balance between living responsibly today and planning wisely for tomorrow.

This program will teach the basic tenets of Financial Planning to help you to reach your goals. This program will talk about setting up a healthy spending and saving habits and achieve financial wellness in your life.

For whom

  • Students who are just starting their careers
  • Non-finance Individuals, those who believe in self help
  • Relationship Manager, Dealers & Investment Advisors who wanted to sharpen their advisory skills
  • HNI, thus they could evaluate their portfolios independently, w/o being biased.
  • Home -makers who want to regroup their learning curve and become self-reliant investment decision makers or any person who wants to learn and invest for long term.
  • Prior knowledge of accounting or finance NOT required.

Skills you will acquire from the course

  • Understand the importance of personal finance
  • Understand various types of assets and how they work
  • Basic financial concepts that impact your daily life
  • Ability to take sound financial decisions

Topics covered in the course

  • Concept of financial planning
  • Goal setting
  • Asset classes
  • Risk return
  • Asset Allocation


This course conducted by:-

Ms. Shubha Ganesh, F.C.A. PGD in Equity Research. She is an investment strategist. She is CEO Blue Lotus Investment Strategists, a well-known investment consultancy firm in Bangalore. She is the Founder Member of Shiksha a platform floated by like-minded people for spreading financial literacy She is a visiting faculty at Indian Institute of Management Bangalore and ICAI Bangalore. She is also a prolific writer in The Economic Times and has written more than 500 articles on financial issues

Event Details

Basic Details

Name Financial Wellness Workshop for Beginners
Event Type Corporate Training / Workshop
Dates and Timings 2016-08-20 10:00 AM - 1:00 PM
Expected number of invitees 50
About Event -

Location Details

Address Line 1 Conference Hall 1st Floor, Times of India Office, MG Road, Bangalore - 560001
Landmark MG Road
Pin Code 560001
Location The Times of India Mahatma Gandhi Road, Shanthala Nagar,
City Bengaluru, Karnataka, India