Investor Presentaiton

Fund Authority Way Forward Education Investor & Protection IEPF Given the population of India (indicative of demand and requirement of financial education) and varied requirement of different segment of population on one hand and the number of agencies (indicative of supply/provision of financial education) conducting programmes of financial education, whose efforts are many a times duplication of energy, resources and effort on the other hand, it's important that all the stakeholders need to make joint effort in creating a bigger impact through programme of financial education than would be possible, if the agency/institutions were to continue working on their own. As an indicative roadmap, to further strengthen the impact and scope of programmes on investor education and protection, programmes and projects can be considered to 1) Catch young - focus on school and college - provide basic financial education at the earliest so that they are protected from making serious mistakes in taking financial decisions 2) Reach diverse segment of population, based on regions (rural, urban-slums, etc.), gender (women), occupation (farmers), income level (low income), keeping their needs 3) Use technology in making programmes of financial education efficient and scalable 4) Work in partnership with wider set of international/national organization/stakeholders, who have similar aims 5) Promote digital financial transaction to not only support government initiatives but also change the behaviour of users of financial transaction in making it more efficient 6) To undertake path-breaking research to gain insight into developing better understanding of financial education and financial inclusion, while carrying out policy changes in the area related to investor education and protection. Prof. Kamakhya Nr. Singh, IEPFA Research Chair 24

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