Money Matters

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Welcome to our passion – educating people about money. We believe we have a responsibility towards our clients, society and the world at large on how to improve financial literacy amongst us. This is our way of giving back the knowledge and expertise we have gained over the years.

Money Matters, our financial education initiative, has been helping individuals and even groups of people from large corporations and multinationals over the years.

Championing the cause of Financial Wellness

The purpose of this programme is to help you introspect about your financial fitness, give you practical tips that you can implement and help you on the journey towards better financial health.

Ask yourself:

  1. What is your financial fitness quotient?
  2. Do you need to re-assess your financial health?
  3. Are your finances affected by the pay cuts and bonus deferrals?
  4. Do you have a set liquid cash reserve?
  5. How are you paying your EMIs and SIPs?
  6. Do you have assets that you can currently liquidate?

Why does learning about Money matter?

  • Financial education must always be your first and best investment.
  • The growing sophistication of financial markets and increased responsibility and risk for financial decisions yield a major impact on an individual’s future.
  • If you are not financially literate, you will not be able to choose the right savings or investments for yourselves, and may even be at risk of fraud.
  • Financial independence can be achieved only when you stop working for money and it starts to work for you.
  • Our sole purpose is to promote financial prudence, increase awareness of principles and products, and ensure a simple goal-based approach to money management enabling people to share a happy relationship with money.

Our programs include comprehensive training modules conducted at educational institutions and at corporates. We also conduct one to one coaching with individual clients. Our sample happy list includes prestigious institutions viz. BIM (Trichy), NIT (Trichy), BHEL, Apollo Hospitals, Livia Polymers, ChargeBee, Updater Services (Chennai)  among others.

What you need to know

  1. Goal-Based Financial Planning – A step by step approach that teaches you to document your goals, segregate them as needs, wants and dreams and work towards them
  2. The Power of Asset Allocation – A deep dive into the various asset allocation, need for diversification between financial and physical assets and a special focus on mutual funds
  3. Insurance – Risk Mitigation the key. How do you perform a need analysis for your various risks and assess your insurance requirements and not to treat insurance as an investment
  4. Estate Planning – The need and tools for estate planning demystifying terms like wills, intestate, executor, probate etc and explaining the urgency and simplicity of the process

To know more about each one of these programs, please do connect with us. We will be happy to share details on how they can benefit you or your audience.

Financial Literacy FAQs

Financial literacy is the ability to understand how to make sound financial choices so you can confidently manage and grow your money.

Money management is never taught to us in school or at our college. We learn after making mistakes. Most of us end up making mistakes that cost a lot of money before we learn a valuable lesson. Imagine, if only you invested some of your precious time learning about money management and financial planning? You may just be able to add more to your retirement corpus (or buy that dream sedan!). Or retire a few years earlier and pursue your life’s passions.

At Banconus, we have an exclusive program under the series, Money Matters. Yes, it does matter. Money Matters. You may like to check out some of our educational videos here (give link to our channel.)

If we can take the metaphor of pilots and flying, it is the difference between sitting inside a simulator and an actual cockpit and flying a plane. Knowing alone will not suffice. One must also implement them in reality. We have a step by step coaching program - both for groups as well as individuals.

You can go to the gym or try out your own diet. Or hire experts who will work with you in producing the desired results. Over the past 15 years, we have helped 100s of individuals who are highly successful professionals, entrepreneurs and CxOs in creating a sound strategy around their investments. This would not have been possible but for our dedicated team who have invested thousands of hours of learning and upskilling themselves.

Modules of Money Matters

Our well designed programme structure can be delivered to corporates and groups of individuals. Our custom made modules help you learn with engaging exercises and practical tips / tools.

Corporate programmes for employees of all segments urging organisations to invest in the financial awareness of their people resources.

Targeted towards professionals, CxOs and young managers and offering retirement solutions tailor-made for them.

Programmes for women who want to be empowered with financial education, emphasising the need for knowledge of finance even if you are a home maker