The Art of Money Management (180 – 240 mins)
Topic
Statistics of money
Why Learn money management
Simple vs compound & sip/RD scheme to become
Crore Pati
Savings & change of thought process towards
savings
Why you can save despite thinking you cannot
How to save, practical tips like separate identity
Budgeting & Expenses Management
Inflation
Why invest
Active income vs passive income
Risk, Return, asset, liability
Savings classification
Investment opportunities
How to identify scam schemes
Credit Cards & Credit Scores
Money Mistakes
Pawan Agrawal
Ph. No: +91 895 123 8597 / 91104 22893
E – Mail: pawan.agr97@gmail.com
Coverage
Actual Indian statistics of how many people practically are
financially successful & why
Brief intro to money management & need for it in today’s world
Simple trick to actually have a humongous retirement fund
Change in view point of youngsters towards savings &
encouragement towards the same
Fighting the mental block of inability to save
Practical guidelines to help them save
Inro to budgeting & various practical tips to how to budget &
manage your expenses along with elimination of unnecessary
expenses
Understanding of inflation & impact of inflation on funds
Into to investing & the need of investing
• Basic understanding with examples
• Importance of a passive income
• Practical understanding of above elements
• How to identify how much of each element exists in an
opportunity
• For what purposes should one be saving
• How much in a particular category?
• Practical guidance to investment opportunities which includes
following:
o Investing in yourself
o Money Lending / Financing
o Risk Free investments
o Shares & Stocks
o Mutual Funds
o Precious Metals
o Real Estate
o Others
• Basic understanding of each such investment & why
• Risk – Returns in each such investment & how to arrange your
portfolio
• How to stay protected from scams
• Practical guide to identifying scams
• Understanding of credit, credit scores & credit cards
• Dos & don’ts
• How to improve credit score
• Various money mistakes commonly made by people
• Remedies for such mistakes