India’s most simple, structured and practical course
to help you Manage your Money –
smartly and confidently.
ADVANCED
ALL modules in BASIC Course PLUS
Module-5
LIVE Workshop
Understanding Income Tax
Optimizing Taxes + Tips on Income Tax Filing
Module-6
Chapter-16
Introduction to Mutual funds
Chapter-17
Key Terms
Myth Vs Fact
Chapter-18
Types of Mutual Fund
Chapter-19
Types of Mutual Fund Plans
Module Assessment
Module-7
Chapter-20
Ways of Investing your money
Chapter-21
How to choose your category
Chapter-22
Choosing the Right MF
Chapter-23
A historical example
Module Assessment
Module-8
Chapter-24
Types of Insurances
Chapter-25
Insurances you need
A
Life Insurance
B
Health Insurance
Chapter-26
When should we buy an insurance
Module Assessment
Module-9
Chapter-27
All we need to know about effectively using Credit Cards
Chapter-28
How much loan can you afford?
Chapter-29
Building your CIBIL Score
Module Assessment
Module-10
Chapter-30
Introduction to Retirement Planning
Chapter-31
Calculating you retirement corpus
Chapter-32
Retirement specific financial avenues
Module Assessment
Getting ready
for Day-3
A
Takeaways & Action Items
B
Execution Plan
C
Keeping a track of your Financial Health Score
Mega Day
2 - LIVE
Workshops
15+ Additional hacks, Access to repository with 300+ hacks on
Personal Finance Tips & Tricks, Special dedicated community
access with Life time Q&A.
BONUS
Access to 12 Q&A Sessions - 1 in a month
BASIC
Introduction to
workshop
Course Introduction
Module-1
Chapter-1
Why is it important to SAVE and INVEST?
Chapter-2
How to make the most of your savings and investments
Chapter-3
Assets & Liabilities
Chapter-4
Concept of Cashflow
Module Assessment
Module-2
Chapter-5
Effective Budgeting Strategy
Chapter-6
Automate your Budgeting Buckets
Chapter-7
How to control your spending
Module Assessment
Module-3
Chapter-8
S-L-R Principle
Chapter-9
Overview of all Financial Avenues
A
Fixed Income Products
B
Equity
C
Commodities
D
Real Estate
Module Assessment
Module-4
Chapter-10
Diversification
Chapter-11
Asset Allocation Strategy
Activity 1 - Goal Calculator
Activity 2 - Risk Appetite
Chapter-12
Diversification Rules
Activity 2 - Financial Planning - SMART Goal Tracker
Chapter-13
Common Mistakes - How to avoid Ponzi Schemes
Module Assessment
Module-5
LIVE Workshop
Understanding your Income Tax
Getting ready for
MEGA Day
Takeaways & Action Items
Mega Day
LIVE Workshop
5+ Additional hacks, Tips & Tricks to take your
Personal Finances to the NEXT LEVEL
BONUS
Access to 3 Q&A Sessions - 1 in a month