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Description

Short-Form Corporate Workshop Proposal (20–30 min)

1. Overview (100 % Free & Educational)

  • No Cost: Completely free for all employees and their families.

  • Non-Sales: Purely informational—no product pitches during the session.

  • Easy Access: End-of-session QR codes for optional follow-up via LinkedIn or WhatsApp chatbot.

2. Presenter Profile & Credentials

  • Himanshu Pandya

3. Format & Logistics

  • Duration: 20–30 minutes on-site at your premises

  • Audience: Open invite to all employees (and guests)

  • Interactivity: Live Q&A built into the session

  • Follow-Up: QR codes on slides for LinkedIn connect and WhatsApp chat

4. Sample Topics (Choose 1–2 per Session)

  • Retirement Planning Essentials

    • Goal setting & timelines

    • Power of systematic investments

  • Tax-Efficient Investing

    • Key tax-saving instruments

    • Timing your investments

  • Legacy & Estate Basics

    • Wills vs. nominees

    • Role of insurance

  • Financial Well-Being at Work

    • Emergency fund strategies

    • Managing debt & cash flow

5. Key Differentiators & Objection Handling

  • Certified Expertise: Unlike generic online videos, Himanshu is SEBI-registered—legally authorized to advise.

  • Quality over Quantity: You won’t find a more focused, live, interactive workshop tailored to your corporate context.

  • Trust & Credibility: With only 930 registered advisers nationwide, this is a rare opportunity to learn from a vetted professional.

  • Practical & Actionable: Real-world examples and live Q&A ensure participants leave with usable insights—no fluff.

  • Flexible Depth: One-off session or opt into a quarterly series covering new topics each time.

6. Optional Quarterly Series

  • Rotate through different topics every quarter for ongoing learning and reinforcement.

7. Next Steps

  1. Select Date & Topic(s)

  2. Confirm Venue & AV Setup

  3. Prepare Invite & Signage (QR-enabled)

We look forward to empowering your team at no cost—bringing certified, actionable financial insights straight to your doorstep.