About Us

Money Bee Institute Pvt. Ltd. is a Nagpur based organisation engaged in corporate trainings on
topics related to finance. We are associated with a host of financial institutions for providing
trainings and designing content.

Trainings Conducted For

National Institute of Financial Markets, Faridabad (Set up by Ministry of Finance, GoI)

Securities & Exchange Board of India National Institute of Securities Markets

National Stock Exchange Bombay Stock Exchange

Trainings Provided

We have trained over 600 police personnel in Nagpur under SEBI’s Financial Literacy drive, for
which we were specially invited by SEBI’s IPEF committee to share our experiences.

Till date we have trained over 2500 IFAs, brokers and employees of banks, brokerage houses and
mutual funds in over 20 cities on mutual funds, derivatives, financial planning, stock markets, etc.

We have also designed a 1 day program – How to read Mutual Fund Factsheet – for the BSE.

Through our Money Bee Online Learning System (MOLS), we are training 300 employees of Kotak
Mutual Fund

Content Designed

For SEBI’s Financial Literacy drive, we worked closely with NISM in designing the standard study
material for all the different categories of investors, as envisaged by SEBI.

SEBI entrusted us with the job of translating its Investor Awareness study material, hitherto
available only in English, into Marathi. Now, for the first time ever, SEBI’s Investor Awareness
study material is available in a regional Indian language (Marathi).

We have authored a book on Mutual Funds for the Bombay Stock Exchange titled, ‘Investing in
Mutual Funds’, for which the foreword was written by erstwhile SEBI ED Shri. R. K. Nair.

For the National Stock Exchange, we have designed: Mutual Funds – A Beginners Module (MFBM)
for its NCFM exams.

Apart from this, we have also designed training/ study material for Kotak Mutual Fund, SBI Mutual
Fund and Principal Mutual Fund amongst others.

Events Organised (Indicative list)

 SEBI’s Investor Awareness Program
The first of its kind program in Nagpur, where SEBI Chairman Shri. C. B. Bhave was the chief
guest. The program was attended by over 1500 investors.

 Mutual Funds in the New Era

This was a 3 hr. session, the first of its kind in Nagpur, for which AMFI Chairman Shri. A. P. Kurian
and senior officials of NSE, Reliance MF, LIC MF and ICICI Prudential MF had participated
SEBI Chairman Shri. C. B. Bhave visited Nagpur on
27-Nov-2010 as Chief Guest for Money Bee
Institute’s Investor Awareness Program. Over 1000
investors attended the session. This was the first
time ever that a SEBI Chairman visited Nagpur, ever
since SEBI was formed as an autonomous regulator
in 1992.
In his speech, the Chairman put it on record that in
an investor awareness camp, the turnout is generally
around 150 to 200 but this was a rare occasion. CAs,
students, retail investors, farmers, doctors, and many
other categories of investors benefitted from his
experience.
Ashutosh Wakhare, Faculty, MBIPL, with BSE MD &
CEO Shri. Madhu Kannan
AMFI Chairman Shri. A. P. Kurian visited Nagpur on
13-Feb-2010 as the Chief Guest for Money Bee
Institute’s event – Mutual Funds in the New Era. This
event was conducted at a time when major
regulatory changes were being introduced and the
industry needed to be given a sense of what lies
ahead.
Top officials of leading AMCs like ICICI Prudential,
LIC & Reliance were the other speakers. NSE also
participated in the event, which was the first of its
kind. This was also the first ever visit of AMFI
Chairman to Nagpur. The event was a thundering
success with 180 plus IFAs attending.
Ashutosh Wakhare, Faculty, MBIPL, with BSE
Member and renowned value investor Shri. Ramesh
Damani
SEBI, in its endeavour to spread financial literacy and increase awareness amongst investors, decided to
translate its already available English reading material into regional languages. Money Bee Institute Pvt. Ltd.
was entrusted the responsibility of translating the material into Marathi in Mar 2011.

By Apr 2011, the first ever Marathi Investor Awareness study material was successfully delivered to SEBI.
The translation was done by our team member Anand Wakhare. At a function on 13-Apr-2011, in Nagpur,
the book was launched by SEBI’s ED Dr. Pradnya Sarvade, who also felicitated Anand Wakhare in
traditional Marathi style. At the function were present SEBI’s DGM Miss. Sarena, CDSL’s Head Investor
Education cell, Shri. Chandrashekhar Thakur, BSE’s AGM IPF Shri. N. P. Pandya and representative of
media partner, Sakaal.

Till date the study material has not yet been translated into any other regional language.