Learn to Easily Manage Your Personal Finance
Our Personal Finance Programs
Understanding Health Insurance - A Program for Families
Focus Areas
Terms (Floater, PED, etc.), Choosing coverage, Proposal Process, Claims, Beyond Hospitalization Benefits.
For Whom
Individuals, Families and Executives.
Building Financial Plans During Your 30s
Focus Areas
Life Stage Model, Investment Strategies, Retirement Planning, Emergency/Liquidity and Growth balance.
For Whom
Professionals, Entrepreneurs and Individuals in 30s.
Fine-tuning Finances: Processes beyond Investing
Focus Areas
Basic Processes, Application Decoding, Family Conversations, Action Plan Setting.
For Whom
Individuals, Homemakers and Homepreneurs.
How Fathers Can Teach Finance to Their Daughters
Focus Areas
Father-Daughter Framework, Assets Introduction, Entrepreneurial Mindset, Financial Literacy Tools.
For Whom
Fathers, Father Figures and Young Women.
Financial Planning – A Facilitative Workshop
Focus Areas
Goal Setting, Budgeting, Risk Protection, Investments, Personalized Roadmap Creation.
For Whom
Professionals, Families, Employees and Students.
Saptapadi - The 7 Financial Promises
Focus Areas
A very interesting, engaging 7-financial-promises ritual based workshop done as a pre-wedding event. This is also followed by a couple consultation personally to create a romantic, prosperous, interdependent financial journey.
For Whom
To-be married or Just Married couples.
But, Why LaxmiGyaan?
Unbiased Content
No brands/schemes mentioned / promoted/influenced.
Unique Methodologies
Financial Housie, Financial Kundali, Financial Meditation, Financial Recipe, Fun based Facilitation Workshop
Action Oriented
Action Plan & Implementation-oriented workshops
Mini Consultation
A 3 hour quick consultation discussion on specific finance structures. For instance, unbiased, non-opinionated conversations for first-time earners needing a quick overview, understanding offer letters, comparing insurance on renewals and more...
Major Consultation
A detailed, unbiased consultation for Turning Points of life. For instance, Job location change, Job to Business shifts, Death-Disease-Divorce, Approaching Retirement, Getting married and more...
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Laxmi Gyaan Se Laxmi Maan
Order Your Personalized Copy
Financial Autobiography
Our Address
Office 55, 2nd Floor, Xth Central Mall, next to DMart, Kandivali, Mahavir Nagar, Kandivali West, Mumbai, Maharashtra 400067
(With Prior Appointment only)
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