Financial Education Initiative by Prashant Magare & Dhan Vrudhi Finserv
Financial Education Initiative by Prashant Magare & Dhan Vrudhi Finserv
Empowering Financially Confident Individuals, Communities & WorkplacesÂ
Free, structured financial literacy programs designed to help individuals, social groups, and MSME employees make informed, confident, and responsible financial decisions.Â
Why Financial Literacy MattersÂ
In today’s fast-changing financial environment, lack of financial awareness often leads to inadequate protection, poor savings habits, and long-term financial stress.
Financial literacy empowers people to take control of their money, plan life goals effectively, and protect their families and businesses.
Our programs focus on education, awareness, and clarity—not product selling.
Better understanding of money managementÂ
Awareness of financial risks and solutionsÂ
Confidence to take informed financial decisionsÂ
Practical steps for long-term financial security
Our Financial Literacy ProgramsÂ
These seminars are designed for individuals and families who want clarity, confidence, and control over their finances—without jargon or complexity.
Salaried professionals
Homemakers
Young earners & students (18+)
Retired individuals
Fundamentals of personal finance & budgeting
Importance of life and health insurance
Emergency fund planning
Goal-based financial planning (child education, marriage, retirement, wealth creation)
Common financial mistakes and how to avoid them
Online or offline sessions
Duration: 60–90 minutes
Interactive discussion with Q&A
These programs are tailored for social and community groups to spread financial awareness, protection planning, and responsible money habits among families.
Housing societiesÂ
NGOs & trustsÂ
Religious & community associationsÂ
Colleges & educational institutionsÂ
Key Topics CoveredÂ
Family financial protection planning
Health emergencies & medical cost preparedness
Women and financial independence
Financial planning across different life stages
Awareness about financial frauds and mis-selling
Value for the CommunityÂ
Improved financial awareness across families
Better preparedness for emergencies
Long-term financial well-being of members
Financial stress directly impacts employee productivity and morale. These programs help MSMEs support employee well-being through financial education—at no cost.
Small & medium enterprisesÂ
StartupsÂ
Manufacturing unitsÂ
Service-based businessesÂ
Key Topics CoveredÂ
Personal financial wellness for employees
Salary structuring & tax basics
Health insurance and employee benefit awareness
Retirement planning fundamentals
Managing financial stress effectively
Benefits for MSMEsÂ
Financially aware and confident employees
Reduced stress and absenteeism
Higher productivity and engagement
Zero-cost financial wellness initiative
Our Program Delivery ApproachÂ
Our sessions are designed to be simple, practical, and relatable.Â
Methodology IncludesÂ
Real-life examples and Indian case studies
Simple explanations without financial jargon
Visual presentations and worksheets
Actionable takeaways participants can apply immediately
About the Program FacilitatorÂ
The programs are conducted by a certified financial advisor with extensive experience in financial planning, insurance solutions, and financial education.
With a strong belief that financial literacy is the foundation of financial freedom, the objective is to educate people first—so they can make informed and confident financial decisions throughout life.
Let’s Build a Financially Aware & Secure SocietyÂ