WHAT WE WORK ON
Financial Awareness & Protection
Financial decisions today extend far beyond opening a bank account or saving money. Individuals encounter mutual funds, insurance, pensions, credit products, digital payments, capital markets, online investment platforms and an expanding range of financial services.
Greater choice brings greater responsibility, and a greater need for awareness. Sourish Chawla Foundation develops educational initiatives designed to help individuals better understand financial concepts and recognise the risks associated with uninformed decision-making.
KEY AREAS OF AWARENESS
What our programs cover
- — Personal finance and responsible money management
- — Banking awareness
- — Pension and retirement awareness
- — Responsible investing
- — Financial grievance-redressal mechanisms
- — Ponzi and fraudulent schemes
- — Social-media investment scams
- — Responsible use of digital payment systems
- — Saving and financial planning
- — Insurance awareness
- — Mutual fund and capital-market awareness
- — Investor and consumer rights
- — Mis-selling awareness
- — Digital financial fraud
- — Impersonation and phishing
AWARENESS AGAINST MIS-SELLING
Mis-selling can occur when a product is presented in a manner that does not adequately reflect its risks, suitability, costs, limitations or characteristics. Many people discover this only after committing their savings.
Our objective is not to tell people what to buy. Our objective is to help them
understand what to ask before they buy.
The Foundation does not undertake investment advisory, securities broking, portfolio management or financial-product solicitation as part of its awareness programmes.
LET’S CREATE AWARENESS THAT PROTECTS
Partner with us for public impact.
Government institutions, educational bodies, PSUs, corporates, professional organizations and research institutions: we’d welcome a conversation.