Banyan Tree Money Academy

BRIDGING FINANCIAL EDUCATION
TO LIFELONG FINANCIAL WELL-BEING

Wealth Education

Money Academy

The Foundation

Our Money Academy

Getting Started with Banyan Tree Money Academy As per our company’s tagline ‘Building Financial capability’, we work towards the financial dreams and goals of every individual who comes to seek our guidance in managing their personal finances. If you are someone who is committed to taking action in creating a comfortable life by pursuing your dreams and financial goals and at the same time you value our financial education and services, we’d like to work with you. How a person manages his personal finances shown to be a major factor contributing to satisfaction or dissatisfaction with his/her financial status. Understanding one’s money style will help gain insight into how and why one reacts emotionally towards money and how it affects financial success or lack of success. Know your money style. Know more about The Banyan Tree Money Academy Story

Take a simple and quick financial survey to check if you are in the 3% financial savvy population or in the 97% financially ignorant society. Answer ‘Yes’ or ‘No’ to each of the following questions.

1) I create my financial goals
2) I follow a weekly or monthly budget.
3) I write down where and how my money is spent.
4) I am currently saving a minimum of10% from my monthly income.
5) I am satisfied with the amount currently in my savings.
6) I am satisfied with my spending, saving and budgeting skills..
7) I am prepared to meet sudden financial large emergencies.
8) I know roughly how much money I need during retirement.

If you have answered more than 3 ‘Nos’, then, you are heading towards financial instability. You need help. Take charge of your own finances by letting us guide you to navigate your financial future. Email us and get free advice

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