A Proposal for a Corporate Investor Awareness Program by Taresh Bhatia
When organizations focus on employee welfare, financial awareness becomes a critical pillar. A financially informed workforce is more confident, focused, and resilient.
Whether it’s an annual conference, leadership meet, sales meet, or a special corporate event, companies today seek sessions that add real value. This program is designed to deliver that value through clarity, awareness, and responsible financial thinking.
If you have wondered about giving that extraordinary vision to your employees to help them manage their personal finance better, wouldn’t you like an expert?
Someone who has the necessary skills, mandatory registrations and is qualified to do so. Someone who can give an unbiased opinion and not try to sell something.
If you are looking for such a person to conduct a session, then this proposal is for you.
As desired by you, here is the proposal for conducting a Financial Wellbeing Workshop at your organization by :contentReference[oaicite:0]{index=0}.
What Is Covered in the Financial Wellbeing Workshop?
The following topics can be included across various sessions. Organizations may choose essential areas, and the workshop can be customized accordingly.
Financial Wellbeing
Understanding what financial wellbeing truly means.
Investment Awareness
Why investments must beat inflation to create real growth.
Emergency Funding
Planning funds for income loss or medical emergencies.
Retirement Planning
Estimating the amount required for a comfortable retirement.
Tax Saving
Understanding tax-saving options available for salaried individuals.
Mutual Funds
What mutual funds are and how to begin investing in them.
Systematic Investment Plan (SIP)
Understanding SIPs and their role in long-term investing.
Insurance Planning
Determining adequate life insurance for family security.
Children’s Education Planning
Planning efficiently for children’s education expenses.
Inflation Impact
Evaluating whether current investments are beating inflation.
PF & Employment Benefits
Optimizing PF contributions and other workplace benefits.
Existing Investments
Reviewing current investments and insurance policies.
Financial Planning
What a financial plan is and how families can create one.
Sessions are educational in nature and do not involve product selling or recommendations.
What is Financial Wellbeing Workshop?
Please download this brochure which gives details of a regular Financial Wellbeing Workshop conducted for corporate organizations.
- We introduce the concept note on the Financial Wellbeing Workshop, designed specifically for corporate environments.
- Financial Wellbeing refers to a state where an individual makes the most efficient use of available financial resources and is prepared to absorb only financial shocks.
- The individual remains on track to meet current as well as future financial goals.
- Financial Wellbeing can be achieved by any individual or family, irrespective of income level or wealth.
Why is Financial Wellbeing Workshop Important for Your Organization?
Employees Make Financial Decisions Based on Limited Knowledge
Personal finance is closely tied to every employee’s dreams and aspirations. While most individuals act with good intent, their decisions are often influenced by past beliefs, incomplete knowledge, or biased experiences.
Critical Financial Areas Often Remain Unaddressed
Important aspects such as adequate health and life insurance, will and estate planning, and alignment of savings with life goals are commonly overlooked or misunderstood.
Financial Stress Impacts Wellbeing and Productivity
Poorly informed financial decisions can result in unnecessary stress. These sensitive matters should be addressed by a qualified professional who provides unbiased guidance without promoting financial products.
Who Will Conduct This Financial Wellbeing Workshop?
To deliver a structured, unbiased, and comprehensive Financial Wellbeing Workshop, it is important to have a qualified and experienced professional.
Taresh Bhatia
Taresh Bhatia is a seasoned personal finance professional with deep expertise in investor awareness and financial wellbeing education. He is the creator of the Advantage Investor Awareness Program and has conducted workshops across corporates, associations, and academic institutions.
- Conducted personal finance workshops for corporates, associations, and universities
- Approach focused on education and awareness, not product promotion
What Is the Ideal Audience Size and Venue for the Financial Wellbeing Workshop?
The workshop format is designed to encourage interaction, clarity, and meaningful engagement with participants.
Ideal Audience Size
A typical workshop is conducted with approximately 30 participants per session. This ensures effective interaction, better participation, and personalized attention.
Interactive Session Format
The session is highly interactive. Participants are encouraged to ask questions and discuss personal finance concerns towards the end of the workshop.
Venue & Delivery Mode
The Financial Wellbeing Workshop is typically conducted as an online webinar, making it accessible for teams across locations.
Duration & Customization
The duration can be customized based on organizational requirements, with a minimum duration of a one-hour session. Language, content focus, and program structure can be tailored to suit the audience profile.
What Do Participants / Employees Get?
Interactive Session by an Expert Speaker
Participants engage in a structured and interactive session conducted by an experienced personal finance professional.
Non-Promotional, Investor-Centric Awareness
The session focuses purely on education and awareness, without promoting any financial products or services.
Investor Education Reading Material
Access to curated educational resources such as ebooks to reinforce learning beyond the workshop.
Subscription to Action-Oriented Email Course
Participants receive follow-up educational emails designed to help translate awareness into better financial habits.
Specialization
:contentReference[oaicite:0]{index=0} has delivered presentations, workshops, and talk shows across a wide range of professional, academic, and business institutions. These engagements focus on financial awareness, investor education, and responsible personal finance practices.
Indian Dental Association (IDA)
International Management Institute (IMI), New Delhi
JIMS, Delhi
India’s Shelter
BNI
Rotary International, Delhi
Delhi Technological University
IILM
Jamia Millia Islamia
Terms & Conditions
The following terms outline the commercial, administrative, and intellectual property conditions for conducting the Financial Wellbeing Workshop.
- Professional Fees: The final fee will depend on the scope of work, benefits required, and the organization’s budget.
- The professional fee is quoted as part of an offer and is subject to applicable GST / government levies / deductibles for each session.
- Fees are charged on a per-hour engagement basis.
- Fees are payable 100% in advance via NEFT in the name of :contentReference[oaicite:0]{index=0}.
- The confirmed order should be issued in the name of Taresh Bhatia, 107, 1st Floor, Qutab Plaza, DLF Phase-1, Gurgaon-122002, Haryana, India.
- This proposal is an exclusive offer and must not be shared with any other organization.
- All content including slides, music, videos, and workshop materials are exclusive intellectual property and may not be shared before, during, or after the event.
- Customized educational material such as exclusive eBooks for participants can be created and discussed separately.
- Upon confirmation, workshop dates will be planned based on mutual convenience.