Preview Namaste Money

Introduction

About Wealth Café

Introducing the 'Namaste Money' course

Your Trainer - Harsh Vardhan Dawar

Your Trainer: Akruti Agarwal Iyer

How to approach the course

How the course was designed

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Module I: Understanding Savings, Cashflows, and Asset Classes

Session 1 - Savings: The beginning of your financial journey

Session 1 - Savings

Tool 1 - Know your savings

Session 2 - Credit Cards: Make Credit Cards your friend

Session 2 - Credit Cards

Session 3 - Asset Classes: An introduction

Session 3 - Asset classes

Session 4 - Asset Classes: Cash - The most widely available

Session 4 - Cash

Session 5 - Asset Classes: Debt - The most common of all

Session 5 - Debt

Tool 2 - Public Provident Fund Calculator

Tool 3 - Employee Provident Fund Calculator

Session 6 - Asset Classes: Equity - The most popular of all

Session 6 - Equity

Session 7 - Asset Classes: Gold - The most emotional of all

Session 7 - Gold

Session 8 - Asset Classes: Real Estate - The most desirable of all

Session 8 - Real Estate

Session 9 - Conclusion - Why all asset classes

Session 9 - Conclusion

End of Module I

End of Module I: What you must do next?

Feedback Form - Module I

Module II: Understanding Mutual Funds

Session 1 - Basics of Mutual Funds

Session 2 - Holding cash - via mutual funds

Session 2 - Liquid Mutual Funds

Session 3 - Investing in Debt - via mutual funds

Session 3 - Debt Mutual Funds

Session 4 - Investing in Equity - via mutual funds

Session 4 - Equity Mutual Funds

Session 5 - Understanding Index Funds and Exchange Traded Funds (ETF)

Session 5 - Index Funds and ETFs

Session 6 - Investing in Gold - via mutual funds

Session 6 - Gold Mutual Funds

Session 7 - Investing in Real estate - via mutual funds (REITs)

Session 7 - REITs

Session 8 - Concluding Session: Making your first investment

Session 8 - Investing in Mutual Funds

End of Module II

Feedback Form Module II

Module III: Making Investment decisions

Session 1 - Understanding your Risk Profile

Understanding your Risk Profile

Tool 4: Risk Profiling Calculator

Session 2 - Basics of Asset Allocation

Basics of Asset Allocation

Tool 5: Asset Allocation tool

Session 3 - Investing as per your Asset Allocation

Investing as per your Asset Allocation

Session 4 - Setting your Goals

Setting your Goals

Session 5 - Investing to achieve your set goals

Investing to achieve your set goals

Tool 6 - Goal Setting tool

Session 6 - Introducing the 'Financial Freedom' number

'Financial Freedom' number

Tool 7 - 'Financial Freedom' Tool

Session 7 - Borrowing for your Goals

Borrowing for your Goals

Session 8 - Role of Tax Planning

Tax Planning

End of Module III: What you must do next?

Feedback Form Module III

Module IV: Risk Management: Building a safety net

Session 1 - Setting up an Emergency Fund

Emergency Fund

Session 2 - Life Insurance for your needs

Life Insurance

Session 3 - Health Insurance for your needs

Health Insurance

Session 4 - Understanding Wills, Nomination and inheritance.

Wills & Inheritance

Session 5 - Bringing it all together: Financial Plan 1 for the Newbie

Financial Plan for the Newbie

Session 6 - Bringing it all together: Financial Plan 2 Re-organising

Session 6 - Re-organising Personal Finances

Feedback Form Module IV

Course Conclusion

End of Course: Closing thoughts

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