📚 Course
Wealth Creation Program | Planning and Execution
A holistic program combining financial planning, disciplined investing, and long-term wealth building.
About this course
Wealth creation is not about quick trades — it's about goal setting, asset allocation, tax efficiency, and consistent execution over years.
This program integrates equity, mutual funds, insurance basics, and optional trading skills into one structured roadmap.
Syllabus
- Financial goal setting and net worth assessment
- Emergency fund and insurance fundamentals
- Asset allocation: equity, debt, gold, and alternatives
- SIP, mutual funds, and index investing in India
- Tax planning and retirement corpus calculation
- Execution plan with quarterly review framework