The Moneyplanting Program on Financial Wellness

The Moneyplanting Program teaches everything that every working adult needs to know when it comes to investing and finances.

Owing to the high barrier of learning, the critical life-skill of investing and finances is rather hard to pick up. It’s hence easy to find individuals with little or no financial knowledge, despite having had an income for over 10 years.

This lack of adequate financial literacy means that despite being well educated, millions fall prey to bad advise, invest hastily, and commit the same financial mistakes year after year.


Why THE MONEYPLANTING PROGRAM succeeds when other programs fail

The Moneyplanting Program’s USP is in its approach, and its emphasis on story-telling.

It relies on laying a strong foundation in fundamentals. This makes understanding of more advanced topics surprisingly effortless. It also teaches step-by-step recipes, most common pitfalls, and life’s pro-tips. The highly-engaging content helps in teaching finance in a way never taught before.


TOPICS covered in the MONEYPLANTING PROGRAM

THE FUNDAMENTALS OF ASSET CLASSES – STOCKS(EQUITIES) DEBT, GOLD
How they behave, when each is best suited, returns and risks
INCOME & TAXATION
Types of income, taxation of various types, capital gains
DEEP DIVE OF MUTUAL FUNDS
How-tos, pitfalls, types, selection, tools and resources
INSURANCE, LOANS
Common pitfalls, pro-tips, other rarely taught aspects of insurance and loans
TAX-SAVING AND MAKING THE RIGHT INVESTMENTS
Goal based investing, common mistakes, asset selection, tools and resources
BEST-WAYS AND HOW-TOs
Tried and tested ways to invest well in each asset class, investment tracking tools, calculators, step-by-step procedures, selecting a financial advisor

Sample Content from the program


What participants OF THE MONEYPLANTING PROGRAM said


Program F.A.Q

Do participants need to have an understanding of finances to attend the workshop?

No. All the fundamentals needed will be taught before moving onto advanced topics. All you need to do, is come with an open mind.

What will participants be able to accomplish after completing the workshop?


Besides getting over their fear of finances, participants will be able to

– Identify a good investment product from a bad one.
– Invest as per their goals.
– Identify a good mutual fund and know how to invest in it.
– Identify a good financial advisor.
– Better understand salary structures, taxation, the concept of capital gains from various incomes.
– Understand the deeper intricacies of how common financial mistakes affect wealth generation.
– Use the tools and resources needed to make the process of investing effortless.
– Know how to invest in any financial instrument.

What age group is the workshop for? Who can attend?

The program is designed for working individuals of all ages.

Why host this corporate seminar when employees can easily learn the skin from the book ‘Smart Money Moves’?

Smart Money Moves is a great resource on financial fundamentals. But purely from a learning perspective, the human mind on an average can only remember 20% of what it reads. However, learning received from mixed-mode trainings, like that from of a live workshop, has more than a 70% recall rate. The Moneyplanting Program, due to the methods deployed, helps participants gain an amount of knowledge which most working adults fail to gather, even after a decade of work life.

Why this corporate training program when employees could learn via online courses and videos?

For one, most financial wellness and investing content online isn’t designed for India. But in order to get started, one needs to become familiar with regional investment options and the local investing landscape.

Two, online courses typically have almost a 90% drop out rate. The very fact that they can be started and completed anytime works against the idea of focused learning. By having your employees commit to the full program day, you’ll be able to ensure they truly pick up this life-critical skill.

Why ‘The Moneyplanting Program’ and not some other?

The fact that cannot be stressed enough is that there are plenty of middlemen who masquerade as financial education providers in India, since they stand to gain significantly via commissions on investments.

If you are searching for weekend of employee financial wellness programs, ensure that the focus is on fundamentals, and that there’s a significant focus on commission-free products.

What aspects does the program not teach?

– Stock picking, stock trading, shorting, short-selling and other ways to increase stress and lose money quickly.
– Any aspect of a get-rich-quick scheme.
– Advanced/convoluted way to save taxes.


This corporate training has tremendous organizational and HR benefits as well. To read more about these, click here.