Wealth Essentials - Build Long Term Wealth

Core Strategy

A unique course by itself, Wealth Essentials gives you a big picture view of your consolidated financial position and trains you to work out a viable wealth plan for your financial goals.and aspirations, by laying out a bird’s eye view of your current financial position.

This course is chalked out in two parts,

In Part One

  • Learn to build your portfolio using the core principles of long term investing and a systematic investment process
  • Build a proficiency in different investment strategies & identify the one that works best for you
  • Effectively select & invest in mutual funds based on your goals and risk profile
  • Besides mutual funds, get familiar with other investment vehicles such as PPF, NPS, Gold, Real estate, etc
  • Understand how asset allocation should be based on your life's stage and specific financial goals and when to tweak it to achieve optimal returns

In Part Two

  • Learn to manage your risks with insurance to prioritize your goals, manage your cash flows efficiently and follow a disciplined budget
  • Equip yourself with the correct methods to save on taxes and optimize your retirement funds
  • Find out the importance of early investing and the difference a few years can make to your retirement plans
  • The value of estate planning and how you can optimize the use of the various estate planning tools such as nominations, wills and the power of attorney to bequeath your estate

The course also guides you to create your own personal wealth plan to track your financial progress. In short, this is a one stop comprehensive program that empowers you to always take the right financial decisions, eliminating your dependency on the so-called financial experts.

Finally, you don’t need any prior knowledge of any of these subjects. The only pre-requisite is an insatiable desire to achieve a life of financial independence.

View Course Curriculum

Who You Will Learn From

Our staff of professional instructors is composed of the most dedicated people you will ever meet. They will teach you trading fundamentals and advanced techniques based on their vast experience of trading and investing in the market. Each has a unique personality that will keep you on the edge of your seat, waiting for the next "golden nugget" of trading information.

Free Class