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Financial literacy is the ability to use knowledge and skills to manage financial resources effectively for a lifetime of financial well-being. For many young professionals, they are not receiving financial education. According to the National Council on Economic Education, only a handful of states require students to complete a personal finance course in school. A financially-educated population is a community asset, and the current population is largely unprepared to face their financial future.

Financial literacy at workplace helps the employees learn ways to better manage their money. From utilizing the resources available for employees to learn how to handle their finances and the basics of finance - making a budget and sticking to it, setting aside savings, evaluating spending, etc. Research has claimed that one in four employees are suffering from serious financial distress. Nearly half of those who are financially distressed report that their health is negatively impacted by their financial worries; and 30% to 80% of financially distressed workers spend time at their place of employment worrying about personal finances and dealing with financial issues instead of working. Hence, apart from physical wellness, the focus for the companies today should also be financial wellness.

To take this initiative ahead, The Economic Time is pleased to announce the 3rd Edition of The Money Gurukul Series to be held across 12 cities - Bangalore, Chennai, Mumbai, Noida, Ghaziabad, Delhi, Kochi, Trivandrum, Pune, Hyderabad, Vishakhapatnam, Chandigarh

Why Attend?

These financial literacy forums will have experts from various fields of Finance - Insurance, Investments, Stock Markets, specialists of Financial Planning sharing their insights and giving the attendees an understanding of the basics of finance, clarify the doubts and myths on financial planning, savings and investment and various tools of investment available.

Who Should Attend?

The delegates to strictly comply to the below criteria:

16:30 - 17:00
17:00 - 17:10
Welcome Speech by ET Edge
17:10 - 17:30
Chief Guest Address
17:30 - 17:55
Representative from Aditya Birla Sunlife Mutual Fund
17:55 - 18:20
Representative from CDSL
18:20 - 18:40
Guest Speaker
18:40 - 19:00
19:00 - 19:30
High Tea & Networking


Amit Kumar Jain

Manager-Northern Region, CDSL (India)

Mr. Amit Kumar Jain, is currently working with CDSL (India) as Manager-Northern Region since 2006. He has over 15 years of work experience in the financial services domain having worked with a leading brokerage house earlier. A post graduate in Computers, he is also a certified trainer for Depository Module in Securities Market. Currently he takes care of Business Development for CDSL & its group companies. He is also an active player to spread financial education in North Zone by conducting Awareness Sessions.

Lalit Sharma

Zonal Manger - Investor Education & Distribution Development - North, Aditya Birla Capital

Mr. Lalit Sharma has around 17 years of experience in managing Client Engagement, Training Management, Service Recovery and Leads Management, have been associated with Top Indian Private Banks, Insurance Company & Asset Management Company at various positions with customer orientation as a core. Currently he manages Investor Education & Distribution Development intitatives for North Zone. He has Graduated from Delhi University and got his masters from Symbiosis Pune in Marketing.

Mutual Fund Partner
Mutual Fund Partner
Depository Partner
Depository Partner