Schools Corporates Teachers Families Book a Session
Complimentary · No cost, ever

The one subject no timetable ever made room for.

NextGen Family Office Services LLP runs free, on-site financial literacy sessions for students, workplaces, teachers and families — strictly educational, with no product pitching at any point.

Programme Passbook FLAP · NextGen
Duration per session60 min
Audiences covered4
Cost to attendees₹0
Product pitches made0
Why this exists

Financial habits form long before anyone teaches them.

The figures below are cited in NextGen's own workplace investor-awareness outreach materials, prepared as part of the mutual fund industry's investor education efforts — they set the scale of the problem the programme responds to.

76%

lack an adequate understanding of core financial concepts.

86%

don't practice any risk diversification in their personal portfolios.

33%

are saving for retirement in a structured, ongoing way.

Illustrative figures shared in NextGen's outreach materials — presented here to explain the programme's motivation, not as an independently verified study.

Four audiences, one commitment

A session built for wherever people are learning to earn.

Every programme is delivered on-site, free of charge, and closes with an open floor for real questions — never a pitch. Pick a programme to see the full session content.

Every session, the same promise

The FLAP Commitment

  • Strictly educational — no product promotion, no investment solicitation, no scheme-specific recommendations, at any point.
  • Complimentary — offered at no cost to schools, workplaces, teachers or families, ever.
  • Practical — every attendee leaves with a framework they can apply to their own life the same day.
Complimentary — always No product pitching — ever
Getting a session on the calendar

Three steps, and almost all of them are ours.

01

Reach out

Tell us your audience, a preferred date and venue. That's the entire ask of your school, workplace or community group.

02

We conduct

We handle content, trainer and on-site facilitation end to end — you just provide the room and the audience.

03

They leave equipped

An open Q&A closes every session, followed by practical habits attendees can apply the same day.

Who's behind it

About NextGen Family Office Services LLP

Who we are

A Chartered Accountant-led, fee-based advisory practice working with India's accomplished families on investments, succession and financial planning.

Delhi NCR Indore Satna

Why this programme exists

FLAP and its related sessions run as a separate, complimentary initiative — with no fee to schools, workplaces or students. The corporate track is delivered in association with AMFI and participating asset management companies as part of the mutual fund industry's investor-education mandate. Every session stays strictly educational: no product promotion, no investment solicitation, at any point.

Speaking at your session

Led by people who do this for a living.

CA Ujjwal Sainani

Co-Founder, NextGen Family Office Services LLP

A Chartered Accountant with 15+ years across family business advisory and wealth management — and a founder of a group of schools, giving him first-hand insight into how young people engage with money.

Kajal Agrawal

Relationship Manager, NextGen Family Office Services LLP

A semi-qualified Chartered Accountant focused on financial education — making core financial concepts simple, relatable and accessible for every audience the programme reaches.

Ready when you are

Bring FLAP to your school, team or community.

No cost, no obligation — just a date, a venue and an audience.

Book a free session