Financial Literacy — Manan Dua

Why this matters

Most people are not lacking intent when it comes to managing money; they are lacking a clear framework. These sessions focus on building that framework. The objective is not to recommend products, but to strengthen your understanding, so that every financial decision you make is grounded in clarity rather than uncertainty.

What's typically covered

Foundations of investing: understanding mutual funds, SIPs, and asset classes in a clear and practical manner
Goal-based planning: connecting financial decisions to real-life priorities instead of abstract targets
Risk and investor behaviour: recognising your comfort with risk and avoiding common behavioural mistakes
Practical money systems: building consistency through budgeting, emergency planning, and disciplined habits

Session content is adapted to the audience. A session for young professionals differs meaningfully from one designed for a business family or a corporate team.

How these sessions are structured

Academic Engagements

Lectures and sessions drawing on a UGC NET qualification in Management, focused on building strong conceptual clarity in finance and investing.

Family Conversations

Sessions that help align perspectives across generations, enabling more thoughtful and cohesive financial decision-making.

Organisation Workshops

Structured financial wellness sessions for teams, designed to improve awareness, reduce financial stress, and support better decisions.

Important note: these sessions are educational in nature and do not constitute personalised investment advice or a recommendation to buy or sell any financial product.

Interested in a session?

For institutions, families, and organisations seeking a more structured and thoughtful approach to financial decision-making.

Schedule a Session