MLF Presentation Final

7/27/2019 MLF Presentation Final

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A non-profit organisation focused on

financial education, protection ofsavers, counselling, research & advocacy


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Key Facts

Click to Know More

2Helplines 3Years6Months14Position Papers & Memorandum

1 FOUNDATION

23480members107speakers

92007attendees 180Events
http://foundation.moneylife.in/http://foundation.moneylife.in/


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Growth

50

100

145

178

2010 2011 2012 2013

1600

6500

10363

23300

2010 2011 2012 2013

Events Members


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TrusteesSUCHETA DALAL

Awarded Padma Shri

in 2006 for contributionto journalistic. WonChameliDevi &Femina Woman ofSubstance Awards.Was a member of theNarayana Murthycommittee oncorporategovernance, primarymarket advisory

committee SEBI and amember of IEPF. Co-authored best-sellerThe Scam: FromHarshad Mehta toKetan Parekh

DEBASHIS BASU

CA with 25 years of

experience as ajournalist and theauthor of severalbusiness books. Co-authored the best-selling The Scam:Served as the memberof the mutual fundadvisory committee ofSEBI

NITA MUKERJEE

4 decades of research

experience. At ICICI(1974-1996) oversightof knowledge creationthrough soc ial scienceresearch, library &publications.Conceptualised andedited 2 volumes ofthe writings of HTParekh, edited severalbooks

WALTER VIEIRA

founded the first

marketing consultancyfirm in India, in1975, after a successfulcorporate c areer of 14years in Glaxo, WarnerLambert and Boots UK.His firm has worked fornearly 100transnationalsandmany of the top 50corporations in India.

Author of 10 books, heis a visiting professor atUS Business schoolsand columnist.

JAMSHED

MISTRY

Special Invitee:J amshed Mistry, a spec ialist in media laws & arbitration practising as acounsel at the Supreme C ourt of India and appears before High Courts.


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OUR MISSIONTo give a voice to those of us who work hard, earn, save and still don't seem to have a say in the

decisions that affect us, because we are neither a vote bank nor part of any vested interests

Work Areas

Financial education

ResearchAdvocacy

Counselling Protection of savers

MONEYLIFEFOUNDATION

Click to Know More
http://foundation.moneylife.in/?page_id=2152.htmlhttp://foundation.moneylife.in/?page_id=2152.html


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Achievements

Financial education programmes

Insurance Helpline

Credit Counselling (with Disha)

Advocacy on policy issues

Moneylife Knowledge Centre forinformation, books & workshops

Crusade against MLM/ponzischemes

Specific initiatives for women &

senior citizens

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Moneylife is transformingthe lives of people.Educating them with

various options andconstantly upgrading thequality of what you do.Best wishes andcongratulations to you.

SHAILESH PATIL, KESARI, BY EMAIL


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Free Helplines

InsuranceHelpline

CreditCounseling

RailwayHelpline

Click Here Click Here Click Here
http://moneylife.in/promotion/insurancehelp/unregistered.htmlhttp://foundation.moneylife.in/?page_id=2152.htmlhttp://foundation.moneylife.in/?page_id=6196.htmlhttp://foundation.moneylife.in/?page_id=6196.htmlhttp://foundation.moneylife.in/?page_id=2152.htmlhttp://moneylife.in/promotion/insurancehelp/unregistered.html


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6

Major Seminar Series

Safe and SmartMoney

26 16 12 6

Right toInformation series

Insuranceseries

Wills andNomination Series

RetirementMoney series

6 8

Property Issues Coalition of SafeRail Travel Meetings

Books & Authors

Click to Know More

7


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Anniversary Events

v

1st Anniversary

KC Chakrabarty

2nd Anniversary

SubramaniamSwamy

3rd Anniversary

Vinod Rai


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Womens Day Events

Kishori Udeshi Deena Mehta

Sucheta Dalal Sujata Manohar


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Other Landmark Events

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Chief ElectionCommissioner

SY Quraishi

Open houseBanking Issues

KC Chakrabarty

Credit Scorecamp

Experian


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Screening educativefilms & panel discussions

A series of important films anddocumentaries that haveserious investigative andeducative content remainunknown to most peoplebecause there is no forum topublicise and share them.Moneylife has made abeginning in this directionand with support,would liketo do a lot more. Wescreened Brokering Newstwice in Mumbai and once inPune and helped publicise itin a big way on soc ial media.


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Advocacy

Position Paper on Retail Investors in India Letter to RBI on Customer Harassment on fresh KYC norms Memorandum to RBI on

Mis-se lling b y b a nks,Disinc e nt iv ising c he q ue usa g e

Fla w ed C re d it Ra t ing

2 Memorandum to the IRDA Letter to PM on chain-money Schemes Coalition for Safe Rail Travel

Click to Know More


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Why MLF?

Because the Financial Services Businesses Fail to Serve

D Swarup Committee report: investor population was just over 8 million by 2009 (including mutual fundinvestors). It has declined from 12 mn in 1999 (NCAER) and 20 mm in early 1990s. Most people, feel letdown insurance companies, stockbrokers and mutual funds, prefer to keep their money in the bank, buy

gold and real estate

20Million

12Million*

8 Million

1990 1999 2009

10%

45%

41%

4%

Currency

Bank deposits

Others*

Shares, Debentures

& Units of UTI

Investor population is Falling People are putting money mainly in banks


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Mis-selling &

Mis-buying Insurers, Mutual Funds and

their agents are focussed onlyon sales &commissions

Bankers have turned intobanksters

Savers have to constantly beon the guard and educatethemselves

They need the righteducation and support

Moneylife is fulfilling this vitalrole

There is mis-buying due tolack of authentic unbiasedinformation which is

exactly why Moneylife ispriceless. If you readMoneylife the chances ofgetting fooled will reducevery very rapidly.

SUKETU SHAH


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Donate

Donations to Moneylife Foundation are eligible for taxbenefitsunder Sec 80G of the Income Tax 1961 (50% taxexemption).80(G) Reg No: DIT(E)/MC/80G/685/2010-11 dated 7.2.11effective 8.9.2010.

Registered under the Foreign Contribution (Regulation) Act,2010 vide Registration number 083781387.

Domestic DonationsOrganisation:Moneylife FoundationBank Account No: 909010039802584Bank Account Type: Savings | BankName:Axis Bank LtdBranch:Shivaji Park | IFSCode:UTIB0000341Bank Address: 81, Dev Kunj, VeerSavarkar Marg, Shivaji Park,Dadar (W), Mumbai 400028.

Foreign Donations(Pls transfer the funds via SWIFT ONLY)FCRA Account name:Moneylife FoundationBank Account No: 040601000028859NEFT Code: BARB0CHANDABank:Bank of Baroda, C handavarkarRoad BranchSwift Code:BARBINBBMATOur Euro Correspondent: Bank of Baroda , BrusselsSwift Code:BARBBEBBXXX

Click to Donate


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Connect with us

CORPORATE Donate

Sponsor workshops &counselling sessions:

Customers | Employees

Channel Partners Other Groups

As CSR activity Use our Fac ilities

PERSONAL Volunteer

Enlist new members

Donate

Click to Join

www.moneylife.in

foundation.moneylife.in

[email protected]
http://foundation.moneylife.in/?page_id=1673.htmlhttp://www.moneylife.in/http://foundation.moneylife.in/mailto:[email protected]:[email protected]://foundation.moneylife.in/http://www.moneylife.in/https://twitter.com/mldigitalhttps://www.facebook.com/moneylife.inhttp://www.linkedin.com/company/moneylifehttp://www.youtube.com/user/MoneylifeTVhttp://foundation.moneylife.in/?page_id=1673.html

MLF Presentation Final

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