Post on 14-Apr-2018
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A non-profit organisation focused on
financial education, protection ofsavers, counselling, research & advocacy
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Key Facts
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2Helplines 3Years6Months14Position Papers & Memorandum
1 FOUNDATION
23480members107speakers
92007attendees 180Events
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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
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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
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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
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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
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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
foundation@moneylife.in
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