To achieve the vision & mission of creating a Financial Literate and empowered India, the following Strategic Objectives have been laid down:   

1. To propagate Financial Literacy Concepts as life skills and create awareness among various sections of the population. 
2. To create, preserve and disseminate the knowledge of financial literacy through research, teaching, training & skill development initiatives. 
3. To impart financial literacy skills to educators, teachers, professors employed in schools/colleges/educational institutions so in turn they can train their students.
4. To encourage active savings behaviour.
5. To encourage adoption of digital financial services in safe and secure manner. 
6. To encourage Financial Discipline for the population who has taken a loan or is planning to take a loan. 
7. To spread awareness on the true utility of life insurance across all segments and equip with skills to manage risk.
8. To plan for old age and retirement through coverage of suitable pension cover.
9. To propagate knowledge about rights, duties and avenues for grievance redressal. 
10.  To do all such activities for advancement of the objects of the Trust for promoting investor education, awareness and research.