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

This workshop is for corporate offices, HR clubs and associations, and can be conducted online or offline. Prior booking required. Write to us at contactus@hermoneytalks.com, if you like to know more.

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

This workshop is for corporate offices, HR clubs and associations, and can be conducted online or offline. Prior booking required. Write to us at contactus@hermoneytalks.com, if you like to know more.

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

This workshop is for corporate offices, HR clubs and associations, and can be conducted online or offline. Prior booking required. Write to us at contactus@hermoneytalks.com, if you like to know more.

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

This workshop is for family clubs, religious institutions, matrimonial platforms, clubs and others. If you like to know more, write to us at contactus@hermoneytalks.com.

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

Insurance planning gets complex if you are not sure how much is enough, and with lot of options ion the market. This program is for anyone who wish to understand insurance in a simple and effective way.

Duration: 3 hours

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

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

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

Investment planning comes with a lot of questions:  optimising returns, where to invest, options for long term and short term investments, planning for retirement, do's and don'ts- If you have atleast a few of this or more, this 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. 

Learn the hacks of stock market investments and grow your wealth by investing in a diversified way. With gender pay disparaity and career breaks, it is more important for women to invest their hard-earned money smartly.

Duration: 3 hours

Program Inclusions:

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

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

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

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
• Thumb rules of budgetting
• Goal setting for future plans
• Investment planning
• Insurance planning

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

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

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

This workshop is for corporate offices, HR clubs and associations, and can be conducted online or offline. Prior booking required. Write to us at contactus@hermoneytalks.com, if you like to know more. 

Getting a loan can be sometimes, a harrowing experience. And planning for it comes with lot of questions. This workshop helps you with some strategies to plan for your loans and knowing the basics.

Overview: Do you need to "plan" for a loan? Actually, you do. Loans do not represent liability only. Sometimes certain loans provide certain benefits that may not directly add to your bank account but improve your overall financial situation. 

Duration: 3 hours

Program inclusions:

• How and when to avail loans for milestones
• 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. 

The right mix of equity investments is essential for making your money work for you. With the vast range of products available, it can be mind-boggling, to chalk out a plan of action. Here we give you easily consumable chunks and the power to act decisively.

Overview: The session offers a quick look at various investment options available and a deep dive on how you can grow your wealth through equity investments and mutual funds. 

Duration: 3 hour

Program Inclusion: 

• Deep dive into types of mutual funds 
• Stock market investment planning
• Asset allocation strategies for short term and mid term
• Tips to choose investment avenues based on life situations
• Avenues to invest lumpsum money
• Tips to get the best from equity investments

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

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

Strong financial base during study years will help students grasp the importance of organizing money, and meet life’s unpredictable demands after college. We over the basics with some actionable plans in this short program.

Duration: 2 hours

Program inclusions:

• Introduction to various financial terms and concepts
• Financial planning and goal setting
• Basics of asset allocation and thumb rules
• Tax planning basics

This workshop is for Colleges, universities and coaching centres. Write to us at contactus@hermoneytalks.com, if you like to know more.

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

There are unique financial needs to understand, consider and manage, when you're single. It is all the more necessary for them to up their Financial Quotient a few notches.

Program Overview:

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

Duration: 3 hours

Program inclusions:

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