A special financial literacy seminar titled “Nivesh Ki Baat – A Financial Literacy Program for Women” was successfully conducted in Mulund on Saturday 28th June 2025 by Siddhantha Wealth Managers, in collaboration with Agroha Vikas Trust – Mulund Bhandup Mahila Samiti, and supported by SBI Mutual Fund.
The event, spearheaded by Mrs. Sharda Deepakraj Lala, Founder of Siddhantha Wealth Managers and President of Agroha Vikas Trust (Mulund-Bhandup Mahila Samiti), focused on equipping women with practical knowledge about investment and money management.
Addressing the gathering, Ms. Lala highlighted how women have long played a critical role in managing household finances — through budgeting, cutting unnecessary expenses, and promoting the habit of saving within their families. “Now,” she said, “the time has come to take a step forward — from saving to strategic investing.”
The program aimed to:
* Create awareness around basic financial planning
* Introduce the fundamentals of mutual fund investing
* Empower women to make informed financial decisions
Participants engaged actively in the session, asking questions and sharing their experiences. Experts from the financial industry also shared insights on how small, disciplined investments can lead to long-term wealth creation.
The event marked an important move toward making financial literacy accessible and inclusive, especially for women who often take care of family finances but lack formal training in investment planning.
The initiative was well-received and is expected to pave the way for more such educational outreach programs in the near future.
Founded on October 10, 2006, Siddhantha Wealth Managers stands today as a beacon of ethical, client-centric financial advisory, driven by Sharda’s unwavering commitment to integrity, knowledge, and service. With offerings ranging from mutual funds, insurance, PMS, AIFs, to holistic financial planning, the firm is known for helping clients build real, long-term prosperity—true to its promise: “Creating Path to Your Financial Prosperity.”
Born on December 10, 1980, in Akola, Maharashtra, Sharda brought her values and financial expertise to Mumbai, creating a firm that stands for more than just numbers—it stands for “Siddhantha”, or principles. She has also been a relentless advocate of financial literacy, especially for women, through free workshops, seminars, and community outreach programs.
Her accolades reflect her impact and dedication:
* Maharashtra Business Icon Award 2023
* Big Impact Award 2024
* Women Achievers Award by World Trade Center Mumbai 2024
* Women Icons of India Award 2024
* Woman of Substance Award 2025
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