Financial Literacy

We conduct awareness-driven financial literacy workshops to help individuals make informed and responsible financial decisions.

  • Director/Trainer

Ms. Himani Lath

SEBI SMART Trainer

Professional Experience: Almost 2 decades of dedicated service in the first depository of India, has held crucial managerial roles at NSDL, specializing in Audit and Inspection, Business Development, and Government Projects. Her extensive experience includes the successful execution of more than 400 awareness programs in collaboration with SEBI and various Stock Exchanges.

Certifications: Her proficiency and commitment to excellence have been recognized by SEBI as SMART trainer and by National Institute of Securities Markets (NISM), the education wing of SEBI, as CPE trainer. Qualified NISM VA, VI and XII.

Current Engagements: Currently, Himani Lath is actively engaged with multiple esteemed organizations, serving as a Trainer at NSE, BSE, CDSL, NSE Academy, NISM, NCFE, IEPF Authority, Awoke India Foundation, CIEL, Ambition Learning Solutions, and the Citizen Awareness Group.

Duration and Topics

This session will be for 1.5 hours and it is customized for the specific requirements and needs of the audience.

  1. Importance of Savings & Investments.
  2. Different avenues of investments and their pros and cons.
  3. How demat account and services are essential for investment in capital markets.
  4. Mutual funds and its features.
  5. Tax saving investment options.
  6. Dos and Don’ts before investing.
  7. Various Government schemes.
  8. Banking products.

Brief profile of the Trainers

We are currently working with SEBI Smart trainers located in various states, covering Delhi/NCR, Madhya Pradesh, Rajasthan and Uttrakhand, Uttar Pradesh, Mumbai etc.
Till now we have covered major states of India by Online and offline programs on Financial Literacy. Like Maharashtra, Tamil Nadu, Uttar Pradesh, Bihar, Manipur, Karnataka, Gujarat, Ahemdabad etc.
We are aiming at expanding our reach to all the states of India specifically and encouraging more people to qualify the requirements of SEBI to work as trainers.
They all have working experience of financial markets having expertise in capital markets and Banking products.