Resource Persons empanelled by SEBI for Financial Education


Empanelment of Resource Person

 

It is SEBI’s belief that educating and empowering investors can proactively achieve its prime mandate of investor protection. Besides, investor education, financial education is also considered important for promoting financial inclusion particularly in developing countries and is also firmly endorsed and emphasized by the Standing Committee of Parliament on Finance recently.

Towards this SEBI has launched its financial education program, in the western region covering the following topics:

 

1.            Introduction to Savings & Investments

2.            Basics of Budgeting ,Inflation Effects on Investments, Risk and Return, Power of Compounding & Time Value of Money

3.            Choosing the Right Investment Options

4.            Asset Allocation Strategy

5.            Savings & Investment Related Products such as Banks, Government Schemes, Bonds, Debentures, Company Fixed Deposits, Mutual Funds, Equity Shares, Depository system, Investment Philosophies etc.

6.            Protection Related Products like Insurance Policies, Health Insurance

7.            Borrowing Related Products Personal Loans, Home Loans, Reverse Mortgage, Loans Against Securities, Credit Card Debt, Steps to Avoid Excess Debt

8.            Investor Protection & Grievances Redressal Mechanism. Etc.

 

The aforesaid topics are structured according to the target group namely,

 

1.                  School children

2.                  Executives

3.                  College students

4.                  Home makers

5.                  Middle Income Group

6.                  Retired/Retiring People

 

These programs will be conducted by SEBI Certified Financial Education Trainers, who have undergone intensive training at National Institute for Securities Market (NISM, established by SEBI). The contact details of trainers are place below.

 

This program can be conducted for any Institution / NGO /group, at a mutually convenient date and time. The program shall be interactive in nature with duration of around 2-3 hours. All cost in respect of study material for the participants and the trainer shall be borne by SEBI. The institution / NGO / Group is only required to provide the venue and a minimum of 50 participants. When ever needed SEBI shall also depute one of its officials to attend the program to make it more effective and useful for the participants.

 

For any further information you may contact:

 

S. Manjesh Roy

DGM – Investor Awareness Division

Ph: 022-26449142 E-mail: feprogram@sebi.gov.in

 

 

Contact details of the Certified Financial Education Trainers of SEBI

 

Name

Reg Code

Email

Contact No

City

 Ashish Shah

SEBI/RP/W/GUJ/07

aashish1000@gmail.com

09825268868

Gujarat

Abhijit Deshpande

SEBI/RP/W/MAH/01

abhijit234@rediffmail.com

09820517307

Mumbai

Abhishek Tripathi

SEBI/RP/W/MP/03

abhishekpimd@gmail.com

09826310207

Madhya Pradesh

Alka Baxi

SEBI/RP/W/GUJ/01

haldaxi@indiatimes.com

09725114281

Ahmedabad

Aman Dutt Jha

SEBI/RP/W/RAJ/01

amandutt.jha@gmail.com

09461466940

Jodhpur

Prof. Anahat Hulyalkar

SEBI/RP/W/MAH/12

anahul@rediffmail.com

09323787458 09930817612 09221932546

Navi Mumbai

Avinash Joshi

SEBI/RP/W/MAH/15

abjpjsj@vsnl.net

09822037037

Pune

Bhagirath Bhatt

SEBI/RP/W/GUJ/02

bhagirathb@yahoo.com

09825023159

Ahmedabad

Deepak Vekaria

SEBI/RP/W/MAH/13

dmvoa@yahoo.com

09892947443

Mumbai

Dr. Menon Sreedharan

SEBI/RP/W/MAH/04

sabr123456@gmail.com

09833567767

Mumbai

Dr. Nitin Tejkumar Tanted

SEBI/RP/W/MP/05

shwenit@gmail.com

09993955371

Madhya Pradesh

Dr. Sumat Kumar Jain

SEBI/RP/W/MP/07

jainsk406@gmail.com

09575304018

Madhya Pradesh

Dr. Suneel Sharma

SEBI/RP/W/MP/08

suneel_74mp@rediffmail.com

09406750530

Madhya Pradesh

Dr. Vinod Kumar Upadhyay

SEBI/RP/W/RAJ/05

vinod_upadhyay2008@yahoo.co.in

09414258250

Rajasthan

Ganga S

SEBI/RP/W/MAH/02

prernika@rediffmail.com

09870120484

Mumbai

Hari Vallabh Bohra

SEBI/RP/W/RAJ/02

harivallabh.bohra@gmail.com

09414761076

Jaisalmer

Harsha Jariwala

SEBI/RP/W/GUJ/04

callharsha@gmail.com

09427656767

Vadodara

Kamata Upadhyay

SEBI/RP/W/MAH/11

kamataupadhyay@gmail.com

09870188218

Mumbai

Mahendra Teli

SEBI/RP/W/GOA/01

mah_t@rediffmail.com

09657961364

Goa

Manish Kothiwal

SEBI/RP/W/RAJ/03

manish.kothiwal@gmail.com

09982500041
09351480795

Rajasthan

Murli Iyer

SEBI/RP/W/MAH/05

iyermurlee@gmail.com

09821529952

Mumbai

Nachiket Kulkarni

SEBI/RP/W/MAH/14

nachiket_s_kulkarni@rediffmail.com

09325433075

Pune

Naresh Jain

SEBI/RP/W/GUJ/05

naresh_rekhajain@yahoo.co.in

09327005149

Gujarat

Nitin Tike

SEBI/RP/W/MAH/18

nitin.tike@nism.ac.in

09820904665
09993955371

Mumbai

Nookala Rambabu

SEBI/RP/W/MAH/03

rambabumet@gmail.com

09987874911

Navi Mumbai

Palak Lotiya

SEBI/RP/W/GUJ/08

palaklotiya@gmail.com

09879682533

Gujarat

Parikshit Dey

SEBI/RP/W/MP/01

dey.consultancy@gmail.com

09971158903

Bhopal

Prof. (Dr.) Kshama Agarwal

SEBI/RP/W/RAJ/07

a_kshama@yahoo.com

09413444048

Rajasthan

Radha Raman Soni

SEBI/RP/W/RAJ/06

ramansoni@rediffmail.com

09414261623

Rajasthan

Ritesh kumar Joshi

SEBI/RP/W/GUJ/03

riteshjoshi15@yahoo.com

09925003776

Vadodara

Rohit Jain

SEBI/RP/W/MAH/06

rohitjain.cs@gmail.com

09011000410

Nagpur

Sandesh Yashlaha

SEBI/RP/W/MP/06

syashlaha@gmail.com

09826067538

Madhya Pradesh

Sanjay Kapdi

SEBI/RP/W/MP/10

sanjay_kapdi@rediff.com

09893030044

Madhya Pradesh

Santosh Mule

SEBI/RP/W/MAH/09

m.santoshudgir@gmail.com

09432166450

Udgir

Shilpa Jain

SEBI/RP/W/MAH/08

f1fx@aol.in / ssjain15@gmail.com

09619555436

Mumbai

Shilpi Agarwal

SEBI/RP/W/MAH/10

shilpiag1806@gmail.com

09004030210

Navi Mumbai

Sweety Chaurasia

SEBI/RP/W/MP/02

stych@rediffmail.com

09425745450

Gwalior

Vinod Pottayil

SEBI/RP/W/MAH/19

vinodpt@yahoo.com

09987546567

Mumbai

Viral Pandya

SEBI/RP/W/GUJ/06

viralmpandya4@yahoo.com

09879324226

Gujarat

Vivek Verma

SEBI/RP/W/MP/09

vivek_cmec@yahoo.com

09826166992

Madhya Pradesh