Course curriculum

  • 01

    Beginning with Basics

    • Importance of Savings & Investments- Power of compounding

    • Saving hacks & thumb rules of Investing

    • How to identify Ponzi schemes and avoid them
  • 02

    Financial Planning

    • Investment Policy Statement

    • Case study
  • 03

    Asset Classes

    • Equities

    • Bond

    • Gold

    • Real Estate
  • 04

    Passive Investing

    • What is Passive Investing? And why it is often better than active investing?

    • ETFs and Mutual Funds
  • 05

    Tax Saving

    • Effective tax saving investment instrument
  • 06

    Insurance

    • Rules and types of insurance
  • 07

    Trade Execution

    • How and from where to buy investments and insurance