Learn how to grow and protect money well, and never be intimidated by the idea of investing or finances again.
The Moneyplanting Program teaches everything that every working adult needs to know when it comes to investing and finances. It’s USP is in its simplicity. It relies on laying a strong foundation in fundamentals. This makes understanding of more advanced topics surprisingly effortless. It also teaches step-by-step recipes, most common pitfalls, and life’s pro-tips. This is finance in a way never taught before.
This is critical financial knowledge; one which even financially curious minds take more than 10 years to gather.
The program is unique because
The training is ruthlessly unbiased and sales-free. There are no products to push, no middleman commissions to earn. Participants truly learn of the things that work best. Because this is the business of educating, not selling.
The workshop goes beyond topics of Investing to teach other critical aspects needed by every working individual to live a financially rewarding life. Taxation, insurance, loans, salary structures & more.
Highly engaging content coupled with the use of story-telling ensures that every concept is understood brilliantly and in a way it sticks; no matter how hard.
What You’ll Get To Learn
|THE FUNDAMENTALS OF ASSET CLASSES – STOCKS(EQUITIES) DEBT, GOLD|
How they behave, when each is best suited, returns and risks
|INCOME & TAXATION|
Types of income, taxation of various types, capital gains
|DEEP DIVE OF MUTUAL FUNDS |
How-tos, pitfalls, types, selection, tools and resources
Common pitfalls, pro-tips, other rarely taught aspects of insurance and loans
|TAX-SAVING AND MAKING THE RIGHT INVESTMENTS|
Goal based investing, common mistakes, asset selection, tools and resources
|BEST-WAYS AND HOW-TOs|
Tried and tested ways to invest well in each asset class, investment tracking tools, calculators, step-by-step procedures, selecting a financial advisor
Weekend Workshop F.A.Q
No. All the fundamentals needed will be taught before moving onto advanced topics. All you need to do, is come with an open mind.
Besides helping you get over the fear of finances for good, you will be able to:
– Tell the difference between a good investment and one that’s designed to make money off you.
– Know which asset class/investment will serve your goals and current needs.
– Identify a good mutual fund and know how to invest in it.
– Identify a good financial advisor from one that is interested in commissions.
– Understand your salary structure, its taxation, and the concept of capital gains from various other incomes
– Understand the deeper intricacies how loans and insurances affect wealth generation
– Know of all the pro ways you can manage finances and make the process of investing effortless.
– Know how to invest in various financial instruments,
Unlike most investing sessions which have attendance in hundreds, attendance to each weekend session is limited to just 35. Because the focus is on getting each and every attendee started on their investing journey, and to ensure no one goes back without learning the fundamentals of this life-critical skill.
The program is designed for those above the age of 25.
Purely from a learning perspective, the human mind on an average can only remember 20% of what it reads. However, learning received from mixed-mode trainings, like that from of a live workshop, has more than a 70% recall rate. This one day workshop, due to the methods deployed, can help you gain the amount of knowledge which most working adults fail to gather, even after a decade of work life.
For one, most financial wellness and investing content online isn’t designed for India. But in order to get started, one needs to become familiar with regional investment options and the local investing landscape.
Two, online courses typically have almost a 90% drop out rate. The very fact that they can be started and completed anytime works against the idea of focussed learning. By committing to a full day, you’ll be able to ensure you truly pick up this life-critical skill.
You are indeed free to attend any. If you are searching for alternatives, ensure that the focus is on fundamentals, and that there’s a significant focus on commission-free products. The one fact that cannot be stressed enough is that there are plenty of middlemen who masquerade as financial education providers since they stand to gain significantly via commissions on your investments.
– Stock picking, stock trading, shorting, short-selling and other ways to increase stress and lose money quickly.
– Any aspect of a get-rich-quick scheme.
– Advanced/convoluted way to save taxes.
Yes. Upon completion of the course, you can chose to receive an e-certificate. By default, all participants will be provided with badges like the one below.
Anyone who fails to get a seat for the upcoming session will automatically be placed in the waitlist for the next session.
Signup for the July 21st, 2019 Program
What participants said
Thanks for the wonderful talk on investments yesterday. We have benefitted so much. We feel blessed. Truly you are a good teacher.JENNIFER ANNE [ALMT]
You made a lot of things so easy. The current folio I have today, I owe it a lot to you. Thanks a lot again for the wonderful session.SWAROOPA M. [ARM]
Never seen people mobbing the speaker afterwards! Great session. Thanks! Enthralled. Your presentation was beautiful. You really demystified personal finances for dummies.ASHA M. [ARM]
Thank you so much for taking the time out. Deeply appreciated. You will do a lot of people a big favor by helping them understand finances better.J. SERRAO [BTS GLOBAL]
Thank you for the wonderful and insightful session. It was just amazing. People loved your presentation and see you as a person who is re-inventing the way finances should be dealt with.NEETI J [ARM]
It was a great pleasure having you over. Thanks a lot for sharing your valuable knowledge with us. I am very sure each and every one benefitted from the session.ROBERT ANTHONY [Hope Chapel]
Corporate programs are conducted in batch sizes of up to 100 PAX. For details on pricing, please drop in a note at email@example.com
Each participant of the corporate program also receive a complementary copy of the book ‘Grownups Are Just Kids With Money’ at the end of the program. The book acts as a reference manual for the program. Read more about the book here.
Start With The Corporate Moneyplanting Bootcamp
The Moneyplanting Financial Wellness Bootcamp is a short 2 hour session which acts as an overview of the full program, besides going over aspects like the power of good investing, common financial pitfalls and critical Life Pro Tips. Audiences as large as 150 have attended this in a single sitting and have been left inspired. To many, it serves as a much-needed wake-up call.
The boot camp is also a great way to evaluate the relevance, and any customizations required for the full Moneyplanting program.
Drop in a note to find out more.