This workshop is for: Corporate offices or for HR clubs and associations.

Overview: More active financial planning, strategies, plan for uncertainties, unexpected expenses, better tax optimization, retirement corpus investments, regular returns, alternative investments, income generating investments, estate all these are needs of senior employees. This session encapsulates all these.

Duration: Fully customizable program available in blocks of 1 hour, half day, full day

Program inclusions:  Click Here

• Complimentary DIY Tools and calculators
• Money personality assessment
• Financial health checkup
• Additional hacks, tips & tricks to take your finances to the NEXT LEVEL
• 1:1 consultation on request

Write to us at contactus@hermoneytalks.com, if you like to know more.

Workshop can be conducted online or offline. Prior booking required. 

This workshop is for: Corporate offices or for HR clubs and associations.

Overview: A program suited for employees who are taking upwards steps in their career ladder. Covers the essentials on budgeting, planning for various milestones of life, optimizing and making the maximum out of savings and investments, insurance planning, and debt planning

Duration: Fully customizable program available in blocks of 1 hour, half day, full day

Program inclusions: Click Here

Additional Benefits for attendees:

• Complimentary DIY Tools and calculators
• Money personality assessment
• Financial health checkup
• Additional hacks, tips & tricks to take your finances to the NEXT LEVEL
• 1:1 consultation on request

Write to us at contactus@hermoneytalks.com, if you like to know more.

Workshop can be conducted online or offline. Prior booking required. 

This workshop is for: Corporate offices or for HR clubs and associations.

Ideal for young adults who start their career journey. It covers the essentials to start a disciplined financial life, set financial goals, take small steps towards investments, insurance planning, avoid debt traps and tax planning

Duration: Fully customizable program available in blocks of 1 hour, half day, full day

Program inclusions: Click Here

Additional benefits for the attendees:

• Complimentary DIY Tools and calculators
• Money personality assessment
• 1:1 consultation on request

Write to us at contactus@hermoneytalks.com, if you like to know more.

Workshop can be conducted online or offline. Prior booking required. 

This workshop is for: Family clubs, religious institutions, matrimonial platforms, clubs and others.

Overview: Financial compatibility is as important as emotional compatibility for couples. Couples should have open conversation about financial habits, goals and background before marriage or soon after getting into married life. A joint financial planning is also essential. This requires a strong financial fundamental and understanding, to script a beautiful life together.

Duration: 3 hours (online or offline)

Program inclusions:

• Personal finance basics for couple
• Financial conversations in families
• Set financial goals together
• Expense management
• Investment planning by couples
• Ways to grow your wealth
• Money personality assessment
• Financial compatibility test- how to make your differences complimentary
• Know the rights legal basics
• Experience sharing

If you're an organisation or club, who like to know more of would like to have a collaboration, write to us at contactus@hermoneytalks.com

Workshop can be conducted online or offline. Prior booking required. 

Overview: Insurance, which has traditionally been an underpenetrated sector in India, witnesses an even lower adoption rate amongst women consumers. Women often underestimate the need to insure themselves and secure the future of their dependents. Choosing the right product is also confusing at times with newer products.

We unravel the basic concepts of life and health insurance, giving you the edge in understanding the right insurance products for your needs.

Program inclusions:

• How to plan life insurance
• Comparing life insurance plans
• How to choose health insurance
• Topping up your insurance
• Other essential insurance coverage you need
• Insurance withdrawal / income planning from insurance
• All about nominations and claims

Duration: 3 hours

Write to us at contactus@hermoneytalks.com, if you like to know more. 

Workshop can be conducted online or offline. Prior booking required. 

Overview: Investment planning comes with a lot of questions. How can I optimise my returns. Where to park my funds. What are the various options for lomng term and short term investments. How to plan for retirement. Do's and don't in equity investments. If you have atleast a few of this in your mind or more. This program is for you.

Duration: 3 hours

Program inclusions:

• An overview of investment avenues
• How to choose the right investment options based on goals
• The thumb rules of asset allocation for short term, medium term and long term
• How to make the most of your investments: Ways to grow your wealth
• Investment planning for various milestones of life
• A deep dive into mutual fund investments
• A deep dive into stock market investments
• The new avenue for investments
• Ways to generate income from your investments
• Alternate investment options to try out
• Avenues to invest lumpsum money

Write to us at contactus@hermoneytalks.com, if you like to know more.

Workshop can be conducted online or offline. Prior booking required. 

On a global average, women earn 23% less than men for the same work. As the gender pay gap exists, it is more important for women to invest their hard-earned money smartly 

Here's an opportunity to learn how women can start their investment journey in the stock market

• Understand stock market investments
• Learn the language of investing
• Know how to research and pick stocks
• How to get started 
• Make friends with risk

Accounting Basics and Cashflow Management for Startups

• Understanding balance sheets, income statements, and cash flow statements- ITRs, Profit & Loos account, Balance- illustration on how to read it
• Analyzing Financial Statements and Tracking Business Performance- What your financial statements say about your business, how to save tax while showing healthy financials
• Accounting principles for startups- cash accounting versus accrual accounting, which one to follow
• Basic tools and platforms for DIY- Tally, QuickBooks, Zoho
• Basic taxations and compliance to be taken care- GST, TDS, ITR, MCA filings- how and when

Innovation can come from anywhere. Homemakers are the best example of this. Many housewives today want to start something their own, make use of their talents, and have financial independence. What's lacking is proper guidance and a systemic way of providing the support they require.

Program Overview:

• How to get started
• How to communicate and get support from families
• Opportunities for housewives to start their own micro enterprise
• Basics of marketing your product or service
• Financial planning
• 1:1 Mentoring

Women who are homemakers take keen interest in savings and budgeting for the household. Unfortunately, they rarely go beyond that. When it comes to other important financial decisions like investments, tax planning, or overall financial planning, they take a back seat. Lower self-confidence when it comes to money matters could be one reason for this.

Program Overview:

This program gives homemakers just the right financial awareness and conceptual understanding they need to confidently talk about money and share in the financial decision-making of their families. Modules covered include:

• Basics of financial communication in families
• Experience sharing by experts
• Basics of financial terms and products
• Managing household finances
• Financial planning and Goal setting
• Legal basics
• 1:1 Mentoring

Students often do not participate in financial discussions at home. School curricula often do not include financial education as a subject. As a result, the important habit of saving or financial planning gets lost on teenagers as they mature into adults. Strong financial awareness during study years will help grasp the importance of organizing money, and meet life’s unpredictable demands after college.

Program Overview:

A 3-hour program put together exclusively for girl students, who need to learn handling money independently early in life.

• Basics of financial terms and products
• Financial planning for your future
• Funding Education
• 1:1 mentoring

This workshop is for: corporates, clubs, associations, or any women groups.

Overview: Tax planning is an essential aspect of financial management for working professionals. It helps to minimize the tax liability and maximize the take-home pay. There are several ways for working professionals to save on taxes, and knowing them is important, even if you have professionals to assist you.

Duration: 3 hours

Program inclusions:

·       Understanding income tax

·       How is tax liability calculated

·       Ways to optimize tax savings

·       How to file your taxes

·       How to restructure your salary for tax gains

·       Tax saving on gifts and inheritance

·       Tax saving on capital gains, retirement income, gifts and bonus

Write to us at contactus@hermoneytalks.com, if you like to know more.

Workshop can be conducted online or offline. Prior booking required. 

Overview: Do you need to "plan" for a loan? Actually, you do. Loans do not represent liability only, as is widely believed. Like insurance and tax, loans provide certain benefits that may not directly add to your bank account but improve your overall financial situation. However, taking a loan or accessing funds from the market can be a harrowing experience, especially for a woman. HerMoneyTalks lays the red carpet for her and eases access to finance. This workshop tells you how, and what you need to understand about loans in the first place.

Duration: 3 hours

Program inclusions:

• How and when to avail loans for milestones
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• Various types of loans: Home loan, Personal Loan, Car loan, Gold Loan, Other Loans
• Do’s and don’ts while taking loans
• Ways to improve credit score
• Effective use of credit cards
• Plan for closing your debts
• Loan options available post 40s
• How to maximise access to credit for various milestones
• Ways to improve credit score

Write to us at contactus@hermoneytalks.com if you'd like to know more.

Workshop can be conducted online or offline. Prior booking required. 

Investment planning can be a prickly area for most women. The vast range of products in the market, risk and return profiles of different product categories, and number of financial institutions offering investment products can be truly mind-boggling. Deprived of time and market insights, women need a helping hand in the world of investments. HerMoneyTalks gives them the domain knowledge in easily consumable chunks and the power to act decisively.

Entrepreneurship is often presumed to be synonymous with chaos and impulsive decision-making. The first casualty is the startup's business plan. The lack of a structured business plan and well thought out strategy can wreak havoc with the startup's finances, and along with it, the entrepreneur's personal finances.

Program Overview:

• Identifying the revenue & cost drivers
• Identifying the cash flow drivers
• Unit economics
• Financial projections
• Break-even analysis
• 1: 1 Mentoring

Sometimes it's by choice, and sometimes it's by circumstances you are single. Regardless, there are unique financial needs to understand, consider and manage, when it comes to single women. The experiences a single woman may have undergone and the circumstances she finds herself in make it all the more necessary for her to up her Financial Quotient a few notches.

Program Overview:

This 3-hour program helps with those financial understandings and strategies for single women to plan for a financial life that’s all about her.

Modules covered include:

• Financial planning and goal setting
• Debt management
• Insurance planning
• Preparing to meet risks
• Tax planning
• Estate planning & legal basics
• 1: 1 Mentoring