1. INVESTOR AWARENESS PROGRAM by Financial security & independence are like a three-legged stool resting on savings, insurance and investments!!!

2. The Confusing scenario…

3. Why Investor Awareness?  As an organization you are looking for means to enhance employee welfare. You are even ready to spend for the same cause  Here is an option to choose ‘Investment Awareness’, a topic which is of interest to everyone who is earning, saving, investing & making mistakes too FREE of cost  This session will motivate employees to be more focused while choosing any investment vehicle and map his/her FINANCIAL GOALS to the investment objective

4. Goal Planning Young employees at enjoyed the interesting ingredients of financial goal setting I want to fund my marriage expenses, how do I plan? What is a suitable investment combination for my child’s education? I will need property in Mumbai after 6 years. How do I save today?

5. Clearing Confusions Just like any investor, senior employees of Balmer Lawrie cleared their doubts on: How much do I spend? How much do I save? For what goal should I save first?

6. Planning for Best Returns Senior Officials of Maharashtra Agro Industries Development Corporation Limited were all smiles after getting insights on: How should I handle my investments to match INFLATION trends? What aspects can help my TAXATION Planning?

7. 5W’s & 1H Strategy From Chartered Accountants to Medical Practitioners, Broking firm employees to start-up entrepreneurs… were thankful for gaining inputs on modern and systematic investments How do I compound my money to multiply benefits? When, Why, Where to pursue savings & investing? What are the basic prerequisites? Who helps me in this entire process?

8. Channelizing Monies Working Professionals in Cities including Mumbai, Mysore, Chandigarh, Bangalore, Delhi, Hyderabad and many more have won battles with growing family needs I am just 24; should I save for retirement from today? Should I invest in one product or a combination? How do I ensure my money reaches my legal heirs safely?

9. What do we want to tell ? Sensitize the investor about:  Difference in savings and investment  Importance of goal based investing  Different investment objectives & investment horizons  Investment Instruments & salient features  Mutual Fund as a multipurpose investment vehicle  Investing Processes & Requirements  Specific needs e.g. Retirement, Tax Saving, etc.

10. Our client list includes… The Taj Group of Hotels Balmer Lawrie Konkan Irrigation Development Corporation (KIDC) Punjab Police Institute of Chartered Accountants of India (ICAI) MU Sigma Aviva Life Insurance Greaves Cotton Slum Rehabilitation Authority (SRA) National Dairy Development Board Don Bosco Institute Universal group of Institutions and more…

11. Our clients speak…  “Excellent- As created Awareness on Investment.” Blaise D'souza – Assistant Manager HR Taj Hotels  “Very informative and interactive; busted age old myths about financial planning.” Kshitij Kumar Verma - MuSigma  “Awesome session; would like to get started.” Vigneshwar - MuSigma  “It was a great session; will now think of investing.” Simi Kalsi - MuSigma  “Inspiring and Informative.” Anmol Bansal – MuSigma  “I was unknown to mutual funds, will try.” N.S. Kamble – KIDC Kharland Circle Office  “Extremely well presented and interactive; mantras were really well.” Harish G Kaushik - MuSigma  “Light, simple, good session.” Mohammed Imran M - MuSigma  “Very good Lecturer for future investment & Investment guidelines for market based saving.” Umesh Vilas Pimple – KIDC Local Sector  “Excellent, Very good knowledge for money, thanks.” Rocky vedwala – Taj Hotels  “Very Informative session summarizing the do's and don'ts of investment.” Keerthana  “I look forward for such sessions in the near future” Ashok Pai- MuSigma

12. Do you have similar questions? Just read on and get in touch with us TODAY!  Requirements:  Minimum 40 participants.. Maximum: NO LIMIT! The more, The Merrier!  Premise of the participating organization accommodating audience size  90 minutes to explore the wonders of your investing world!  The sessions are mandated by regulator, SEBI, sponsored by AMC  This session is FREE of cost and will create Goodwill for you as an employer too. A win-win for all #: 9619555497/36email: lorerj01@gmail.com