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Registration ID: 166312 CIN: U88900UP2025NPL219911 Darpan ID: UP/2025/0614399 CSR Registration: CSR00097460

Financial literacy services

Target audiences: Any interested families having one earning members

Importance of services: 82 % of Indians use digital payment methods, but financial / digital literacy remains low at 27% only. Only 10 % of Indian families actively invest in securities markets. India has seen sharp increases in digital and cyber frauds.

Define the services: We have designed a comprehensive service package on financial literacy for any interested families, having one earning member. These services are designed with aim to empower families to make informed decisions to secure the future of their families.

  • Need based planning: One to one discussion with family and help them to plan based on their needs.
  • Choice of investment: Help the family to opt for investment from bucket of choices of investment depends on their earning status, risk appetite, and needs.
  • Access to mobile App: The family may track their investment status including their investment and value of investments in mobile App.
  • End to end support: The family may contact on one-to-one basis anytime during association with us.

Service charge: The family are required to pay one-time non-refundable registration fees of Rs. 100 only. No other service charges are required to get continued services.

Nature of services: Hybrid (online and offline both)
Geography: Pan India