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

foundation@moneylife.in