1,599
*incl. of TaxesIn Financial Markets
Shubhaarambh - Build your wealth with your Financial Plan
Basic- English
- 127 Learners
- Validity: 1 years
-Course Highlights
- 17 videos
- 5+ hours of content
- Learn about the best mutual funds, equities and other assets handpicked for you, learn to make your Financial Plan and learn about the best resources in investing that can help you for a lifetime.
Introduction
If one wants to understand how to start investing, how much to invest and what are the best options to invest to create wealth in a sustainable manner, then you can explore this course titled “Shubhaarambh – Make Your Financial Plan”. This course enables you to create your financial blueprint i.e. your one-page financial plan! The course covers a gamut of useful topics on every aspect of personal finance, covering management of savings, expenses and debt, life and health insurance, loan and income tax. It explains how to select asset types and build a portfolio of investments through appropriate and efficient asset allocation based on the risk tolerance of the individual, based on one's financial goals. Once you get this you can work on your investments yourself lifelong.
About the Trainer
0 Learners 0 reviews
Anjali Bhatt Manda has been an investor in the stock markets on the National Stock Exchange, since 2005. She brings with her, over 15 years of experience in consulting, financial advisory, training and research in entrepreneurship and finance. She is an NISM Certified Investment Adviser. She has worked as a Consultant and Business Mentor for Women Start-ups under the Atal Innovation Mission of NITI Aayog. She has worked as a Consultant with multinational organisations – UNDP and Price Waterhouse Coopers, and as Retirement Planner at Principal Retirement Advisors. She has a Post Graduate Diploma in Management with specialisation in Finance from the Xavier Institute of Management, Bhubaneswar. She is Gold Medallist in her Bachelor’s degree in Chemistry.
What Will You Learn?
The objectives of this course are:
- To understand the financial pyramid of personal finance
- To understand how money compounds
- To understand the various asset classes
- To set financial goals
- To prepare an efficient core and satellite portfolio based on one's risk profile
- To learn various strategies to build your wealth with an efficient investment portfolio.
Topics Covered
1. Introductory concepts of investment that include understanding net worth, asset, liabilities, income expenses, asset value, risk and return.
2. All about your financial pyramid and how all asset classes stack up.
3. How to choose the right fixed-income and debt instrument for you?
4. How to pick the right equities and equity-based investments.
5. Make your Financial Plan ( which includes retirement planning)
6. Understand the investment processes.
7. Strategies to build and manage the portfolio.
8. Action plan to implement your Financial Plan.
Intended Participants
- Individuals at all levels who would want to learn the practical approach of how to start investing, and to make (and improve) their own financial plan to manage their investments systematically, for a lifetime are welcome to this course.
- This course is skillfully designed to benefit those who are ambitious to become successful long-term investors and take a non-speculative path to create wealth, professionals who would want to learn how to invest, construct and manage individual portfolios and become self-reliant in managing their own money.
Get Certified
Enhance your career prospects with a Elearnmarkets certification!
No preview video is available at this moment
_1708325537.webp){kind=small}
_1713270395.webp){kind=small}
