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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
Exclusive Facebook Namaste Money group
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 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
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
Feedback form - Namaste Money Course