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The Wealth Suite — 5 Courses in 1

Early retirement, investing, credit cards, tax and insurance.

  • Early Retirement Plan — 38 lessons + 9 calculators
  • Stock Market Mastery — 57 lessons
  • Credit Card Hacks — 36 lessons + 6 cheat sheets
  • Tax Saving Secrets — 57 lessons + 4 tools
  • Insurance Intelligence — 45 lessons + 2 tools

Syllabus

Every lesson, listed

23 sections · 233 lessons

Early Retirement · Masterclass Recap8 lessons
  1. Introduction
  2. Busting myths
  3. Why you should start early
  4. Calculating your FIRE number
  5. Net worth and cashflow calculation
  6. Should you buy a home
  7. Rules for buying a home
  8. Rules for buying a car
Early Retirement · 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 tool
  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 and FIRE number troubleshooting
  11. Extra: Coast FIRE
Early Retirement · 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. How to invest in government debt schemes
  10. Types of debt funds — part 1
  11. Types of debt funds — part 2
  12. FD vs debt fund — tool walkthrough
  13. How to select a liquid fund — live demo
  14. How to pick a corporate bond fund — live demo
  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
Stock Market Mastery · Stock Market Investing17 lessons
  1. What is the stock market and who are the participants
  2. How to open a demat account
  3. Depositories
  4. Creating a watchlist and using your demat account
  5. Types of orders
  6. SEBI
  7. Stocks — what are they
  8. Market capitalisation
  9. Splits, bonus, rights and dividends
  10. Shareholding
  11. Insider stats — part 1
  12. Insider stats — part 2
  13. Upper and lower circuit limits
  14. Delivery margin
  15. Commodity
  16. Decoding index funds
  17. Growth vs value
Stock Market Mastery · Decoding IPOs4 lessons
  1. IPO types
  2. Offer details
  3. Steps to apply for an IPO
  4. Understanding the DRHP
Stock Market Mastery · Top Tools for Your Financial Journey7 lessons
  1. Stock screeners
  2. Conference calls and brokerage reports
  3. Chart reading tools
  4. US stocks
  5. Valuepickr
  6. News sources
  7. Special episode
Stock Market Mastery · How to Read Financial Statements7 lessons
  1. Introduction
  2. Profit and loss — worked example
  3. Balance sheet
  4. Cash flow
  5. All three statements together
  6. Case study — oil companies
  7. Introduction to financial ratios
Stock Market Mastery · Financial Ratios 1019 lessons
  1. Introduction to financial ratios
  2. Worked comparison
  3. Banking ratios
  4. ROE and ROCE
  5. Interest coverage and debt-to-equity
  6. Free cash flow and P/FCF
  7. Peer comparison
  8. Reading a brokerage report
  9. The ratios I use
Stock Market Mastery · Annual Reports7 lessons
  1. Introduction to annual reports
  2. Key sections to look at
  3. Understanding the MD&A
  4. Understanding the director's take
  5. Understanding financial statement clarifications
  6. Tracking shareholding changes
  7. Measuring sector changes
Stock Market Mastery · Psychology of Investing6 lessons
  1. How to prepare your mindset for investing
  2. How to handle stock market crashes
  3. How to allocate capital
  4. When to invest more — is SIP worth it
  5. When to book profit and loss
  6. How to avoid FOMO in the market
Credit Card Hacks · Basics7 lessons
  1. Introduction to credit cards
  2. Who pays for your rewards
  3. Why you should get a credit card
  4. Case study: the cost of not getting a credit card
  5. Credit card basics
  6. What happens if you miss your bill
  7. Should you pay just the minimum amount due
Credit Card Hacks · Credit Score3 lessons
  1. What is a credit score
  2. How CIBIL is calculated
  3. How to check your credit score
Credit Card Hacks · Advanced17 lessons
  1. How to pick your first credit card
  2. Secured credit cards
  3. How to analyse a credit card
  4. Should you pay rent with a credit card
  5. Should you use a credit card abroad
  6. Forex card vs credit card
  7. How to manage all your cards in one place
  8. When to cancel a credit card
  9. Best beginner card
  10. Best intermediate cards
  11. Understanding American Express cards
  12. Best travel card in India — part 1
  13. Best travel card in India — part 2
  14. Is Diners Club Black a good card
  15. The best card in India — Infinia
  16. How to handle a devaluation
  17. Other great credit cards
Credit Card Hacks · Conversions & Best Practices9 lessons
  1. Optimise your Marriott stay
  2. Optimise your Accor stay
  3. Best stays in India — ITC
  4. Fly for free — domestic
  5. Fly for free — international
  6. How to use multiple cards together
  7. Tips and tricks
  8. Live walkthrough: redeeming points on domestic travel
  9. Live walkthrough: redeeming points on international travel
Tax Saving Secrets · Introduction3 lessons
  1. Introduction
  2. Let's get started
  3. Heads of income
Tax Saving Secrets · Income Tax for Salaried10 lessons
  1. Introduction — salary
  2. Basics of HRA
  3. Pay rent to your parents to save tax
  4. Paying rent to your spouse — walkthrough
  5. Tax relief in case of a bonus
  6. Leave encashment
  7. Save tax on your travel
  8. Provident fund
  9. What is Form 16
  10. Do you need to pay advance tax
Tax Saving Secrets · Property & Rental Income5 lessons
  1. Basics
  2. House property deductions
  3. How much loss can I set off against salary
  4. Tax hacks for co-owners
  5. Can you claim HRA and home loan together
Tax Saving Secrets · Business & Professions4 lessons
  1. No HRA? Don't worry
  2. Presumptive income
  3. Advance tax
  4. Clubbing of income
Tax Saving Secrets · Common Taxation Laws7 lessons
  1. Introduction
  2. Section 80C basics
  3. Save tax on your health
  4. Save tax on your education
  5. Health-related deductions
  6. Deductions on interest
  7. Deductions on donations
Tax Saving Secrets · Capital Gains15 lessons
  1. What is capital gains
  2. Moveable assets
  3. How debt funds are taxed now
  4. Tax-optimise your crypto investments
  5. Save tax on equity
  6. How tax harvesting works
  7. Tax profit harvesting — live walkthrough
  8. Save tax on gold
  9. Optimise your real estate taxes
  10. How international investments are taxed
  11. Beware — your ESOPs are taxable
  12. Selling your house? Buy a new one to save tax
  13. Selling investments? Buy a house to save tax
  14. Should you purchase 54EC bonds
  15. Why you should learn about the capital gains account scheme
Tax Saving Secrets · Filing Your Income Tax13 lessons
  1. Introduction to ITR
  2. Types of form
  3. Set off
  4. Carried forward
  5. Tools for filing
  6. How to check Form 26AS
  7. Old vs new regime
  8. Old vs new — walkthrough
  9. How to file taxes for salaried employees (ITR-1)
  10. How to file taxes for presumptive income (ITR-4)
  11. ITR verification
  12. Late returns
  13. ITR refund status
Insurance Intelligence · Life Insurance16 lessons
  1. Introduction
  2. Why, how and when
  3. Who needs it and how much
  4. Insurance laddering
  5. Types of life insurance
  6. Riders
  7. The suicide clause
  8. Types of term insurance
  9. How to buy term insurance
  10. Stuck with bad policies
  11. Return-of-premium policies and zero cost
  12. Tutorial: how to pick life insurance
  13. Tutorial: how to get out of bad policies
  14. Critical illness cover
  15. Personal accident cover
  16. Tax savings
Insurance Intelligence · Health Insurance29 lessons
  1. Introduction
  2. Why health insurance is important
  3. Why corporate cover is not enough
  4. Types of health insurance available
  5. Insurance terms made easy
  6. How much insurance do you need
  7. How to choose the right policy
  8. Room rent
  9. Co-pay
  10. No claim bonus — part 1
  11. No claim bonus — part 2
  12. Add-ons
  13. Tutorial: how to pick health insurance
  14. Tutorial: health insurance case study
  15. Alcohol and exclusions
  16. Diabetes
  17. Cholesterol and BMI
  18. Heart and thyroid
  19. Maternity cover — part 1
  20. Maternity cover — part 2
  21. Combination and life-threatening conditions
  22. Rejections
  23. Senior citizens
  24. Porting
  25. What if the insurer goes bankrupt
  26. Things to remember
  27. How to get your claim settled
  28. Claim rejection reasons
  29. Tax benefits from health insurance

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