Dear Sir / Madam,

Subject: Request to Conduct Free Workshop on “Financial Literacy & Investor Education Program”

Greetings from Advisor Zaroori Hai (AZH)!!!

In the recent years financial education has become a much talked about phenomena. It is attracting the
attention of not only central and state government, central bank and commercial banks but also the
common man trying to meet his financial needs on a daily basis and planning for a safe future.

Government of India is running a massive project along with Financial institutions like Reserve Bank of
India, Securities exchange board of India (SEBI) and Insurance Regulatory and Development Authority
(IRDA) towards promoting financial literacy and investor education.
Financial literacy is nothing but knowledge about personal management of finances. It gives you the twin
benefit of protecting you from financial frauds as well as planning for financially secure future. Unless the
common person becomes informed and literate about the changes in the financial markets and products
and protects himself from financial distress especially after the pandemic of COVID - 19, wealth creation
for the common man and the economy will remain a distant dream. Financial Literacy is the key that unlocks
the value of all other benefits that the employer is providing. It results in much more engaged, much more
productive and much happier workforce.

Few Questions on Financial Literacy and Advisor Awareness - “WHAT” YOU NEED TO KNOW?

• Why Save ……………….

• Why Invest …………………
• What is Budgeting ………………..
• What is the difference between saving and Investments …………………
• Spending vs. Saving Decisions ……………….
• Asset Allocation Decisions ……………..
• Overview of Financial Products and possible investment avenue………………
• Do you know “WHERE NOT TO INVEST” ………………….
• Do you know the “MANTRAS” TO WISE INVESTING ………………….
• Overview Of Retirement Planning, Risk Planning, Investment Planning, Tax Planning and Estate
Planning……………….
• How to select an appropriate Personal Financial Advisor……………
• Qualities and Traits of good Financial Advisor…………….
• Common Mistakes to be avoided while selecting the Personal Financial Advisor………..

One such attempt undertaken by Advisor Zaroori Hai is the “Financial Literacy & Investor Education
Program”.

The underlying objective is to educate working professionals on a plethora of investment avenues so that they
reap maximum benefits of the apparent dynamic financial and economic conditions. Advisor Zaroori Hai
requests for your support to conduct a "FREE" Financial Literacy & Advisor Awareness Workshop by our Expert.
The workshop will help the employees in your institution to understand money management skills and make
informed decisions on how to select an appropriate financial advisor.

www.advisorzaroorihai.com
Benefits of Workshop for

1. Participants

• Helps build a secure financial future.

• Prepared for financial emergencies
• Disciplined approach to money
• Reduces stress related to money matters
• Improve Savings and Investment
• Reduce Taxes
• Discuss on various topics like Goal Planning, Retirement Planning, Tax Planning and Estate Planning (Will
Making).
• Selection of proper Financial Advisor
• Understand difference between Advisor and Agent

2. Management

• Increase Employee Engagement

• Helps to Develop your employees
• Makes employee feel valuable to the organization
• Increase Productivity
• Improve Employee Retention
• Enhance the organizations Brand

Our Request

We would like to conduct a 40 minutes – 50 minutes FREE Online Session on “Financial Literacy and Investor
Education Program” with an average batch size of 25 - 30 participants. This session would be conducted by our
Expert. We can conduct this session on Online Platform like Zoom, Jio Meet, Microsoft Team and mode as per
convenient for your organization.

We look forward to your positive response on the same. Please let us know the opportune time to contact
you for the same.

With Best Regards,

Amanpal Singh Chawla,
Advisor Zaroori Hai
Contact: +91 9029696400
Email: aman@advisorzaroorihai.com

www.advisorzaroorihai.com