MoneyVedam is committed toguiding families achieve financial well-being.It is founded by Ms.Lalitha Jayabalan, a Family Finances Expert and Tax consultant. With over 14 years of experience, she is dedicated toempowering families through strategic financial coaching.
Lalitha’s expertise spans both domestic and cross-border wealth management, supportingNRI clients across the US, UK, Europe, Gulf, Singapore and Australia.She is particularly skilled in assistingreturning NRIswith tax-efficient asset structuring and holistic wealth planning.
She is a Computer Science Engineer from College of Engineering, Guindy, Anna University and a Gold medalist in Business Administration from Singapore Institute of Management.
Having placedintegrity and trust as foremost valueshe helps people understand complex financial products and guides them to make informed choices about their family’s finances. She is an AMFI Registered Mutual Fund Distributor.
Email: Lalitha@MoneyVedam.com [or] Register for a 1-on-1 appointment.
Passionate about financial literacy, Lalitha has written & spoken avidly on several personal financial matters, shared below for knowledge sharing!
*Free-of-charge Tax consultation for Single Woman Parent who are Teachers &/or Nurses!
https://www.instagram.com/lalithajayabalan_/
https://www.facebook.com/lalithajayabalan.moneyvedam/
@Nanayam Vikatan YouTube Channel
- 2023-24 – the bonanza year for Cumulative FDs
- Must watch if you have multiple Loans?
- Savings schemes for EVERY WOMEN!
- Gateway to becoming a successful investor
- DE-RISK Strategies for Market investing!
- How to beat 3 challenges Investors face?
- Use SWP to create your own PENSION
- How to plan your retirement RIGHT?
- Why women should look beyond GOLD?
- What are the ways to generate Passive incomes?
- Where to invest sudden excess Cash?
- Investing Ideas for SMART Women!
- 7-Day rule of expenses
- Are you digital-scam proof? Find out!
- Saving is not enough, level up to INVEST
- Want to know the one thing that can make you RICH or Poor?
- Why family budget is the foundation of investing?
Sun Digital YouTube Channel
Mint Newspaper
- Compensate Life Insurance mis-selling victims
- For your kid’s sake, avoid these mistakes
- First goals and then products
- Plan a child after you plan the money
Nanayam Vikatan – Financial Magazine of Vikatan Mediahouse (Tamil)
- Guidance to planning your finances in 2024 – all age groups!
- How to buy immediate needs from Mobile to Tour packages?
- 10 must-have Money habits for NewlyWeds!
- Know about Cryptocurrency!
- Fin Secrets for Millenials
- Fin Targets to attain by 45!
- Revenge Shopping – Dos & Donts!
- 3-Must-Know in Money management for Women
- Move from ATM & get Wallet-savvy
- Investment Secrets – A 13 part series
- Want to know the secret to saving big?
- How to handle money during coronavirus outbreak?
- Covid Antitode to Savings & Expenses!
- Indepth insight on OLD [vs] NEW TAX regime(latest)
Women’s Xclusive on Aval Vikatan & Nanayam Vikatan
- 7-Day Rule of Expenses
- The Worst Indian Kitchen!
- Webinar on Investing for Women [Recorded]
- Do women have financial freedom in investing?
- How women fare in investing?
- Planning a Family Budget
- Why Budget? – Q&A
Dinamalar Newspaper
MoneyVedam Blogspot (100+ articles)