Namaste Money - Take charge of your money
|NM 105||Plan and achieve your goals|
|Session 1||Understanding your Risk Profile|
|Session 2||Basics of asset allocation|
|Session 3||Investing as per your Asset Allocation|
|Session 4||Setting your goals|
|Session 5||Investing to achieve your goals|
|Session 6||Introducing the financially free number|
|Session 7||Financial Plan for a 'Newbie Investor'|
|Session 8||Financial Plan for an 'Experienced Investor'|
The course is structured as a series of 4 modules which will be delivered in an online video format. Once your purchase gets through, you will get access to 1 module each Thursday. Thus 4 modules will be opened for access over 4 Thursdays.
We will also provide you with a login ID and password to access the same. You can undertake the course via two ways:
Let's get planning…
Investing is about setting a process, putting a plan in place based on your risk profile, your goals, and your asset allocation. Every time before you invest if you are asking the question - ‘What is the return I will earn? you are only investing halfway through and may make some risky investments losing all your money along the way. This course will help you shift your focus to the risk of the assets and your risk-taking capacity and how to align them to eventually achieve your goals. Further, we will discuss asset allocation and how to invest your money to achieve your goals based on the tenure of the goals and market uncertainty.
How to set a Financial Plan?
What is asset allocation?
How does Asset Allocation help you manage market volatility?
How to set goals and put a plan to achieve them?
What is your risk-taking capacity?
What is the difference between Nominee & Legal heir?
When should you buy and sell your investments and by how much?
What is your financially free number?
Don’t you love it when someone goes the extra mile for you?
In this course, we aim to prep you up for ACING your finances. The course will consist of the following:
4.5 hours of learning
20 financial concepts
8 explanation videos
3 DIY financial planning tools
Monthly live Q&A sessions
Unlimited views for 1 year
30 days refund policy
"The workshop helped me in understanding finances better and taught me basic things that we tend to ignore like goal setting and inflation. We work so hard for our money but take such little effort to understand or actually take care of it! It was like talking to friends rather than a formal learning set up. Really enjoyed it. As a woman I found it extremely helpful to know my financial rights and money better."
Stacy Samuel | Copywriter at Saatchi & Saatchi