The Moneyplanting Program

What You’ll Get To Learn

How they behave, when each is best suited, returns and risks
Types of income, taxation of various types, capital gains
How-tos, pitfalls, types, selection, tools and resources
Common pitfalls, pro-tips, other rarely taught aspects of insurance and loans
Goal based investing, common mistakes, asset selection, tools and resources
Tried and tested ways to invest well in each asset class, investment tracking tools, calculators, step-by-step procedures, selecting a financial advisor

What participants said

Weekend Workshop F.A.Q

Do I need to have an understanding of finances to attend the workshop?

No. All the fundamentals needed will be taught before moving onto advanced topics. All you need to do, is come with an open mind.

What will I be able to accomplish once I’ve completed the workshop?

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,

What is the attendance size of each workshop?

Unlike most investing sessions which have attendance in hundreds, attendance to each weekend session is limited to just 15. 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.

What age group is the workshop for? Who can attend?

The program is designed for anyone who is keen to get a better understanding of investing and finances.

Why attend this workshop when I can learn from books?

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.

Why attend this workshop when I could learn via online courses and videos?

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.

Why attend this program when I could attend any other?

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.

What aspects does the program not teach?

– 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.

Do I receive a certification?

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. Photo Badge - Moneyplanting Program on Financial wellness

Workshop registrations are closed. Where can I get waitlisted for the next session?

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 UPCOMING PrograM

Corporate Workshops

Corporate programs are conducted in batch sizes of up to 100 PAX. For details on pricing, please drop in a note at

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.