A non-profit organisation focused on financial education, protection of savers, counselling, research & advocacy
Aug 17, 2014
A non-profit organisation focused on financial education, protection of savers, counselling, research &
advocacy
Key Facts
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2 Helplines 3 Years 6 Months14 Position Papers & Memorandum
1 FOUNDATION
23480 members
107 speakers
92007 attendees
180 Events
Growth
Events Members
TrusteesSUCHETA DALAL
Awarded Padma Shri in 2006 for contribution to journalistic. Won Chameli Devi & Femina Woman of Substance Awards. Was a member of the Narayana Murthy committee on corporate governance, primary market advisory committee SEBI and a member of IEPF. Co-authored best-sellerThe Scam: From Harshad Mehta to Ketan Parekh
DEBASHIS BASU
CA with 25 years of experience as a journalist and the author of several business books. Co-authored the best-selling The Scam: Served as the member of the mutual fund advisory committee of SEBI
NITA MUKERJEE
4 decades of research experience. At ICICI (1974-1996) oversight of knowledge creation through social science research, library & publications. Conceptualised and edited 2 volumes of the writings of HT Parekh, edited several books
WALTER VIEIRA
founded the first marketing consultancy firm in India, in 1975, after a successful corporate career of 14 years in Glaxo, Warner Lambert and Boots UK. His firm has worked for nearly 100 transnationals and many of the top 50 corporations in India. Author of 10 books, he is a visiting professor at US Business schools and columnist.
JAMSHED MISTRY
Special Invitee: Jamshed Mistry, a specialist in media laws & arbitration practising as a counsel at the Supreme Court of India and appears before High Courts.
OUR MISSION“To 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 AreasFinancial education
ResearchAdvocacy
Counselling Protection of savers
MONEYLIFEFOUNDATI
ON
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Achievements• Financial education programmes• Insurance Helpline• Credit Counselling (with Disha)• Advocacy on policy issues• Moneylife Knowledge Centre for
information, books & workshops• Crusade against MLM/ponzi
schemes• Specific initiatives for women &
senior citizens
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““Moneylife is transforming the lives of people. Educating them with various options and constantly upgrading the quality of what you do. Best wishes and congratulations to you.
SHAILESH PATIL, KESARI, BY EMAIL
Free HelplinesInsuranceHelpline
Credit Counseling
Railway Helpline
Click Here Click Here Coming soon
6
Major Seminar SeriesSafe and Smart Money
26
16
12 6
Right to Information series
Insurance series
Wills and Nomination Series
Retirement Money series
6 8
Property Issues
Coalition of Safe Rail Travel Meetings
Books & Authors
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7
Anniversary Eventsv
1st Anniversary
KC Chakrabarty
2nd Anniversary
Subramaniam Swamy
3rd Anniversary
Vinod Rai
Women’s Day Events
2010
2010
Kishori Udeshi
2011
Deena Mehta
2012
Sucheta Dalal
2013
Sujata Manohar
Other Landmark Events
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Chief Election
Commissioner
SY Quraishi
Open house Banking Issues
KC Chakrabarty
Credit Score camp
Experian
Screening educative films & panel discussions
A series of important films and documentaries that have serious investigative and educative content remain unknown to most people because there is no forum to publicise and share them. Moneylife has made a beginning in this direction and with support,would like to do a lot more. We screened Brokering News in twice in Mumbai and once in Pune and helped publicise it in a big way on social media.
Advocacy
• Position Paper on Retail Investors in India• Letter to RBI on Customer Harassment on ‘fresh KYC norms’• Memorandum to RBI on
– Mis-selling by banks, – Disincentivising cheque usage – Flawed Credit Rating
• 2 Memorandum to the IRDA • Letter to PM on chain-money Schemes• Coalition for Safe Rail Travel
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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 fund investors). It has declined from 12 mn in 1999 (NCAER) and 20 mm in early 1990s. Most people, feel let down insurance companies, stockbrokers and mutual funds, prefer to keep their money in the bank, buy gold and real estate
Investor population is Falling People are putting money mainly in banks
Mis-selling & Mis-buying• Insurers, Mutual Funds and
their agents are focussed only on sales &commissions
• Bankers have turned into banksters
• Savers have to constantly be on the guard and educate themselves
• They need the right education and support
• Moneylife is fulfilling this vital role
““There is mis-buying due to lack of authentic unbiased information which is exactly why Moneylife is priceless. If you read Moneylife the chances of getting fooled will reduce very very rapidly.SUKETU SHAH
Donate• Donations to Moneylife Foundation are eligible for tax
benefits under Sec 80G of the Income Tax 1961 (50% tax exemption). 80(G) Reg No: DIT(E)/MC/80G/685/2010-11 dated 7.2.11 effective 8.9.2010.
• Registered under the Foreign Contribution (Regulation) Act, 2010 vide Registration number 083781387.
Domestic Donations Organisation: Moneylife FoundationBank Account No: 909010039802584Bank Account Type: Savings | Bank Name: Axis Bank Ltd Branch: Shivaji Park | IFS Code: UTIB0000341Bank Address: 81, Dev Kunj, Veer Savarkar Marg, Shivaji Park, Dadar (W), Mumbai – 400028.
Foreign Donations (Pls transfer the funds via SWIFT ONLY) FCRA Account name: Moneylife Foundation Bank Account No: 040601000028859NEFT Code: BARB0CHANDABank: Bank of Baroda, Chandavarkar Road Branch Swift Code: BARBINBBMATOur Euro Correspondent: Bank of Baroda, Brussels Swift Code: BARBBEBBXXX
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Connect with usCORPORATE• Donate• Sponsor workshops &
counselling sessions:– Customers |Employees– Channel Partners– Other Groups– As CSR activity
• Use our Facilities
PERSONAL• Volunteer• Enlist new
members• Donate
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www.moneylife.infoundation.moneylife.in