Financial Literacy Workshop

Empowering
People

Improving
Employability

Financial Literacy

1
Missionaries of Financial
Education

Need for Financial Literacy

DID YOU KNOW??

85%

Source: Plantrich
Consultancy Inc.

Need for Financial Literacy

Need for Financial Literacy

Source: Research Center

www.wealth.barcalays.com

Financial Literacy Workshops

Objective of Workshop
To educate management on benefits of
productivity & the cost of its loss due to
unawareness.
To empower individuals to make sound decisions
with respect to their personal finances

Events ( Investor Awareness)

Investor Awareness Workshops at
Colleges under program titled
Creating Awareness About
Financial Markets for Future
Investors
This is under the SEBI guidelines
for AMCs required to invest 2 basis
points of their Asset Under
Management for Investment
Awareness
Reach at 40 cities and
approximately 400 colleges and 56
Corporates for these events
Targeting future investors with
knowledge of Basics of Financial
Markets, Mutual Funds, Savings,
Financial Planning and Careers into
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Events ( Investor Awareness)

Creating visibility by forming a part of CSR activities of corporate by
organizing workshops

Testimonial for Workshops Conducted

ar Team,

ou may be aware, AsiaAssetManagementhas bestowed the Best of Best Award

stor Education (India) toBarodaPioneerAssetManagementCo Ltd. It is indeed a
ment for us and we would like to acknowledge the efforts of our esteemed partne
h helped us in driving the investor awareness initiatives for creating financial lite
award is recognition of the cumulative effort put in by different teams.
nks to the Ambition team for all the support in methodically organizing the ev
appreciate the same. We hope to continue the good work.

m Regards,
-------------------------------------------------------------------------------------------n Deshpande
f Operating Officer and Chief Financial Officer
a
odaPioneerAssetManagementCompany Limited

Our Partners

Benefits of Financial Literacy

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Benefits of Financial Literacy

11

Benefits of Financial Literacy

12

Agenda Workshop Flow

Financial Literacy & Well Being: Achieving Peace &
Prosperity with Money
Making the best use of Financial Resources Income,
Expenditure, Assets, Liabilities
Being Prepared to face any Financial Shocks Job Loss,
Accidental Disability, Medical Emergencies in family,
Death in Family, Natural Disasters
Being on track to achieve Financial Goals Childrens
Education, Buying a House, Retirement and other family
obligations and personal dreams
Avoiding common mistakes of savings and investments
Comparison of Investment Options available for Retail
Investors Risk, Return, Tax, Duration, Liquidity,
Suitability etc
Understanding and Investing through Mutual Fund
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Overview
Sykes & Ray
Edupro

Sykes & Ray Edupro is a one stop provider for facilitating educational and corporate
training enabling improved efficiency & productivity

Presence Across Training

Segments
Educational

Trained

students in CFP
Programs from April 1,
2011 to March 31 2015

Educational
Training
Training

Skill Development
Development
Skill

Corporate Training
Training
Corporate

Events
Events

Online Education
Education
Online

1434

Presence in the top

37

Commerce

Colleges for Short Term

Certificate
Programs in Financial
Markets
Trained

9,000+
conducted trainings at
locations pan India

100+

Finance professionals
on the concepts of
Financial planning

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Achievements
Company has respectable achievements to its credit showcasing
recognition for the quality of services delivered

101 Companies selected by Ascent Foundation

Part of 101 Companies selected by Ascent Foundation - A Personal Social Responsibility

initiative of Mr. Harsh Mariwala (Chairman & Managing Director - Marico Industries).
Under this initiative Ambition Learning Solutions is mentored and nurtured to reach new
scales through support at various stages by the foundation

Global Achievers Award

Ambition Learning Solutions has etched its name as one of the emerging company's at India
International Achievers Forum, held on 16th March 2013 at Dubai by winning the Global
Achievers Award

Mother Teresa Excellence Award

Integrated Council for Socio Economic Progress presented to Ambition Learning Solutions
the Mother Teresa Excellence Award in recognition of praiseworthy services, excellent
performance and memorable contribution for the overall progress of the society at a
seminar on Indias Development Current Scenario held at Bangalore on 15 th December,
2013
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Thank You
Contact Details
1st floor, Dharmakshetra II, Shimpoli
Road, Borivali (W), Mumbai-92

Thank You

Phone No.: 022- 65657989

Mail us at: info@sredupro.com
Web: www.sredupro.com

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