learning money
TRANSCRIPT
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L e a r n gni Mo n e y
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W h y T e hca M o n e y ?
5 reasons
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W h y T e hca M o n e y ?
1
Because money is a scarce and precious resource
Moneyogi
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W h y T e hca M o n e y ?
2
Because money is important for sustenance our dreams and aspirations
Moneyogi
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W h y T e hca M o n e y ?
3Because life without money is like food without salt
Moneyogi
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W h y T e hca M o n e y ?
4
Because most of the problems of families, societies and countries arise from either lack or mismanagement of money
Moneyogi
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W h y T e hca M o n e y ?
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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B U T
M O N E Y
I S
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B O IR N G
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S O
T
WHA
D O W E D O ?
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e
Mak
i tf u n
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o
B
u
w
H
t?
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eS t o sr i
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e
E v
r me m eb r
yre eno
s
eS t o sr i
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eP o sm
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eR
l
o
a
l
P sy
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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
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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
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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?
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O eu ar t m
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• 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
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• 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
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• 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
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