Rupee Manager Measure. Manage. Make your Rupee Work & Grow Ranjan Varma http://ranjanvarma.com http://rupeemanager.com

http://ranjanvarma.com , http://rupeemanager.com

Structure Problem Solution Advantages Objectives Content Methodology Trainer http://ranjanvarma.com , http://rupeemanager.com

Problem

Solution

Advantages

Objectives

Content

Methodology

Trainer

Problem Huge Information Asymmetry in Financial Services Uninformed Financial Decisions by Educated people No Measurement tool to guide the management of Money Lack of authoritative resources & books in the Indian context Information overload on the Internet http://ranjanvarma.com , http://rupeemanager.com

Huge Information Asymmetry in Financial Services

Uninformed Financial Decisions by Educated people

No Measurement tool to guide the management of Money

Lack of authoritative resources & books in the Indian context

Information overload on the Internet

Solution Workshops at Corporates, Facilitate one-to-one Financial Planning to employees at Corporates. RupeeManager software A desktop s/w where you can Measure, Manage & Make your Money Work. E-learning follow up module Online/Offline (E-books) Aggregation of Resources on personal finance Financial Services Only term assurance, select MFs (not more than 10) http://ranjanvarma.com , http://rupeemanager.com

Workshops

at Corporates, Facilitate one-to-one Financial Planning to employees at Corporates.

RupeeManager software

A desktop s/w where you can Measure, Manage & Make your Money Work.

E-learning follow up module

Online/Offline (E-books) Aggregation of Resources on personal finance

Financial Services

Only term assurance, select MFs (not more than 10)

Advantages http://ranjanvarma.com , http://rupeemanager.com Awareness of Financial Problems & Concerns New Personal Finance Knowledge, Skills, Attitude Less financial distress & personal finance/work conflict Improved Employee Finance & Work Outcomes Improved Work, Engagement and PROFITS! Awareness of Financial problems & concerns Improved personal finance knowledge, skills & attitude

Objectives Enhance the money competencies of individuals by improving their knowledge, skills and attitude towards money. Facilitate individuals to make better financial decisions. Promote automation and simplifying money management. http://ranjanvarma.com , http://rupeemanager.com

Enhance the money competencies of individuals by improving their knowledge, skills and attitude towards money.

Facilitate individuals to make better financial decisions.

Promote automation and simplifying money management.

Content Understanding Money Principles of Money Management Playing with Numbers Rupee Cost Averaging, Magic of Compounding Asset Allocation Principles Setting up a customized spending plan Knowledge on Mutual Funds, Stocks, Insurance, ETF, Fixed Income Bonds. Activity based decision making on Investments http://ranjanvarma.com , http://rupeemanager.com

Understanding Money

Principles of Money Management

Playing with Numbers

Rupee Cost Averaging, Magic of Compounding

Asset Allocation Principles

Setting up a customized spending plan

Knowledge on Mutual Funds, Stocks, Insurance, ETF, Fixed Income Bonds.

Activity based decision making on Investments

Methodology Use of desktop software “RupeeManager” Use of spreadsheets Use of presentations Videos Activities Case Studies http://ranjanvarma.com , http://rupeemanager.com

Use of desktop software “RupeeManager”

Use of spreadsheets

Use of presentations

Videos

Activities

Case Studies

Trainer 19 Years Work experience in the Financial Services Industry. Adequate Training experience. Passionate about changing how Indians manage their money. http://ranjanvarma.com , http://rupeemanager.com

19 Years Work experience in the Financial Services Industry.

Adequate Training experience.

Passionate about changing how Indians manage their money.