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An Investor Awareness PROGRAMS Initiative by

If you have been invited to participate in one of the camps, here is what to expect and how to make best use of the Camp after attending.

Program Contents – What gets covered in the Camps

  • How much money do I need to face any emergencies (income loss/medical)?
  • How much money will I need for a comfortable retirement?
  • What are the various tax saving options available for salaried?
  • What are mutual funds and how to get started with them?
  • How much life insurance do I need to secure my family?
  • How to best plan for for my children’s education?
  • Are my current investments beating inflation (mehengayi)?
  • How to best utilize the PF contributions & other employment benefits?
  • What to do with my existing investments & insurance policies?
  • What is a Financial Plan and how to get it done for your family?

Some of the personal finance experts may customize the content and program structure based on their experience, expertise and specialization. The host organization may also request for customization based on audience needs and requirements.

Financial Wellbeing Campaign is a joint investor education initiative by Personal Finance Professionals, Financial Services Industry & Network FP (Financial Planners Network of India) along and supported by BSE Investor Protection Fund, NISM and Outlook Money.


Do’s & Don’ts as Participants

  1. Be participative, be keen to learn and be open to new ideas. We promise to teach you something new, useful and interesting.
  2. Come on time and stay back till the end. Kindly respect the efforts being taken by so many people to organize this Camp for you.
  3. Enter your details at the registration desk and collect the Participant Kit. This will also have some educational material.
  4. Make notes, what you put in black & white, stays longer with you. We will provide you with pen & notepad in participant kit.
  5. Don’t hesitate to ask questions to speakers / trainers, it is the best way to clarify yours & other participants doubts.
  6. Please fill the Feedback Form before leaving, this is very critical to the organizers to keep improving the Camps.
  7. You can also avail of a 30 Minute Free Consultancy (One to One Meeting) with the Expert. If interested, fill the Appointment Scheduler if interested.