Course Highlights
  • 10+ Hours of Learning
  • Learn from the Comfort of Your Home
  • Upgrade your skills
  • Investment Handbook & certificate of Completion
Curriculum

5 Topics
Need for Personal Finance Management
Income tax planning with special emphasis on section80C of the Income Tax Act
Assessment of personal risk profile
Introduction to different asset classes and investment options available
Reading your Salary slips

4 Topics
Separating investment from insurance
Importance of taking up Life Insurance esp. Term Insurance
Other categories of life insurances
Selection of good medical insurance with key riders such as critical illness

5 Topics
History of Mutual Funds in India
Discussion about SEBI control professional management and increasing transparency in the sector
Kinds of Mutual Funds – Equity Debt Balanced Money Market Funds etc
Selection of funds basis your risk profile
Importance of diversification

15 Topics
Discussion on traditional investment options covering the following:
Savings and post office deposits
Recurring deposits
Fixed deposits
Corporate Deposits
Gilt Funds
Sovereign Bonds
Gold bonds
Physical gold
Real estate
Equities
Interest rate regime in India–on a declining curve and how it affects your investment decision-making
Why is equity investment necessary and how to invest in equities
The necessity of disciplined investment to ensure less risky and steady returns
Investing in equities in such volatile times shrouded by the COVID-19 scare

5 Topics
REIT
InvIT
commodities
AIFs
Structured Products

3 Topics
Detailed discussion on each investment option available under Chapter VI of the Income Tax1961
The Old Tax Regime vs the New One- How to plan your finances
Managing your tax and investment together

2 Topics
There are a lot of alluring offers on Credit Cards Personal Overdraft Line of Credit and Personal Loans that are marketed to working professionals. Discussion on the pros and cons of each and how to avoid falling into a debt trap and avoid frauds
Key lessons like preparing for the bad times the importance of longterm investment not keeping all eggs in one basket

  Write a Review

Personal Finance & Investment Planning Course

Go to Free Course