🎯 What You Will Learn

• ✅ Personal Financial Planning Basics (Income, Expenses, Budgeting)

• ✅ Creating SMART Financial Goals (Short-term to Legacy Planning)

• ✅ Strategic Investment Planning (Mutual Funds, SIPs, etc)

• ✅ Risk Management & Insurance Planning

• ✅ Retirement Planning Framework (Before & After Retirement)

• ✅ Building Multiple Income Streams Post-Retirement

• ✅ Efficient Tax Planning 

• ✅ Real-Life Case Studies + Portfolio Structuring

• ✅ Tools & Templates for Monthly Tracking

 

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🧩 Course Materials

• 📘 Digital Course Workbook (Editable Worksheets & Planners)

• 📊 Lifetime Access to Financial Planning Calculators (Excel Tools)

• 🎥 20+ Video Lessons with Examples

• 🤝 2 Personalized 1-on-1 Consultations with Certified Planner

• 🗂️ Downloadable PDFs, Cheat Sheets & Goal Trackers

 

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👨‍🏫 Who This Course is For

• Working professionals aged 20-65

• Individuals nearing or just entering retirement

• Freelancers, entrepreneurs, and self-employed

• Anyone seeking clarity on managing wealth and retirement

 

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💳 Pricing

₹999/- (One-time Payment)
Includes all materials, tools, 1-on-1 sessions, and lifetime access.