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Bundle only72 lessons4 downloadable resources

Personal Finance Mastery

8 modules on planning, insurance and tax.

  • Financial planning from masterclass to advanced
  • Health, life and car insurance modules
  • Tax planning + 4 planner tools

Syllabus

Every lesson, listed

7 sections · 72 lessons

Module 1 · Pre-Learning from the Masterclass8 lessons
  1. Introduction
  2. Busting myths
  3. Why you should start early
  4. Calculating FIRE
  5. Net worth and cashflow calculation
  6. Should you buy a home
  7. Rules for buying a home
  8. Rules for buying a car
Module 2 · Financial Planning Intermediate11 lessons
  1. Introduction
  2. Asset classes available to us
  3. Modern portfolio theory
  4. Finding the best allocation strategy
  5. Goal bucketing
  6. Understanding the Master Financial Planner
  7. Calculating your net worth
  8. Financial goals planning
  9. A step-by-step process to do this every year
  10. Extra: required asset allocation
  11. Extra: Coast FIRE
Module 3 · Financial Planning Advanced19 lessons
  1. Introduction
  2. Equity investing
  3. Types of equity mutual funds
  4. How to select index funds — live demo
  5. How to pick equity mutual funds
  6. How to pick a midcap fund — live demo
  7. Wrapping up equity investing
  8. Debt investing
  9. Types of debt funds — part 1
  10. Types of debt funds — part 2
  11. FD vs debt fund — tool walkthrough
  12. How to select a liquid fund — live demo
  13. How to pick a corporate bond fund
  14. How to invest in government debt
  15. How to invest in US equity
  16. How to invest in real estate
  17. How to invest in gold
  18. How to invest in crypto
  19. Extra: emergency fund planning
Module 4 · Health Insurance Planning12 lessons
  1. Health insurance introduction
  2. Why health insurance and how much you need
  3. Types of health insurance
  4. Types of comprehensive cover — part 1
  5. Types of comprehensive cover — part 2
  6. Health insurance features
  7. How to purchase health insurance
  8. How to purchase health insurance for parents
  9. Purchasing health insurance for parents — live demo
  10. Porting your health insurance
  11. Case study walkthrough
  12. Saving tax with health insurance
Module 5 · Life Insurance6 lessons
  1. When and who should buy life insurance
  2. Types of life insurance
  3. Types of riders
  4. How to pick life insurance — tutorial
  5. How to get out of bad insurance policies
  6. Avoid these mistakes
Module 6 · Car Insurance8 lessons

Covered nowhere else in the bundle.

  1. Introduction
  2. Types of car insurance
  3. What you exactly need
  4. Car insurance add-ons
  5. Hacks to reduce your car insurance cost
  6. How to pick car insurance
  7. Mistakes to avoid
  8. Don't forget to do this
Module 7 · Tax Planning8 lessons
  1. Types of tax
  2. Types of direct tax
  3. How income tax is calculated
  4. Exemption vs deduction
  5. How to make your tax zero — scenario analysis
  6. Should you even pay taxes
  7. How to reduce indirect tax
  8. Should you pay GST on rent

Also included

Other courses in the bundle

₹999

Bundle only · all 8 courses

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