Personal Finance Education, Planning, Investing & Management
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Want to maximize returns on your investment by learning and applying where to invest your hard earned money wisely and make it work harder?
Take a look at this course where you will
· Not only learn in depth how to invest wisely your personal finances with concrete actionable advice, tools, techniques, processes and methodologies but also
· Skill yourself by consulting us for your personal finance investing with us!
· Preview many lectures for free to see the content for yourself
· Clear your doubts on this topic any time while doing the course
· Get Udemy’s 30 days Money Back Guarantee
In addition to becoming an Independent Financial Advisor, I have been using my learnings in Personal Finance Investing in successfully investing my own and family’s funds since 2007
What I am sharing with you here is my learnings over these almost 15 years in investing wisely my personal finances to maximize the returns
You can also apply the best practices taught in this course by consulting with us and making wise personal financing decisions for yourself as long as you want!
Look at what are students like you saying about this course
“I would like to express my sincere gratitude for delivering a comprehensive financial course. Your meticulous coverage of various topics pertaining to personal finances has been immensely beneficial. This course stands out as one of the finest resources I have encountered in the realm of personal finance education. Particularly noteworthy was the engaging quiz section, which not only piqued my interest but also provided invaluable insights into financial matters. Thank you once again for your exceptional teaching and the valuable knowledge imparted through this course. Best regards, Suyog Rastogi”
“Amazing course. Really in-depth on all the investment options available, how to rightly select the best investments, how to manage risk, how to find the right vehicle’s for your investments and how to manage your investment profile effectively. Highly recommended. I’ll definitely be coming back to this course as a go-to resource when it comes to managing finances and also to make sure that I have a thorough understanding on the financial concepts explained. This has made me even more excited to start my investment journey. It’s definitely worth your money”
“A great course that explains the different Asset Classes, about Risk Profiling and the importance of rebalancing your portfolio. I have found this course has provided me with a good understanding to assist me in this area”
“A wonderful teacher with excellent teaching. Thankful “
“Arun Sir taught personal finance in a very concise manner. Everyone who wants to learn personal finance should enroll in this course”
“very useful and comprehensive course on financial knowledge. will definitely help to plan our financial goals and steps to achieve them. great work by Arun sir. thank you”
“This course gives me knowledge about different different forms of investment and I’m not confused about where to invest my money . Thank You for sharing your knowledge with us”
“Very handy personal finances course for professionals like us who have limited knowledge of such things! Must do!”
“The explanation is given in simple word, making it easy to grasp with examples shared.”
“Its great to learn about finance and investment by arun sir teach to build portfolio. thank you”
“At first it was partly hard to follow, but after jumping to other parts for a while to get understanding on certain aspects, all of the course is quite helpful and will surely result in a growth of wealth”
“A really great course for people who want to actually learn the course looks simple and really helpful”
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Preview for yourself Many Lectures for free. If you like the content, enroll for the course, enjoy and skill yourself to do even better in life by learning Personal Finance Education, Planning, Investing & Management! If don’t like the content, please message about how can we modify it to meet your expectations.
Please remember that this course comes with Udemy’s 30 days Money Back Guarantee
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2
Overview IAt the end of this lecture you will learn the following
•What is meant by maximizing your returns
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3
Overview IPlease answer the following questions based on learnings in this letcure
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4
Overview II
At the end of this lecture you will learn the following
•What is meant by maximizing your returns
•What are the numerous approaches for investing your personal finances
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5
Overview II
Please answer the following questions based on learnings in this lecture
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Overview III
At the end of this lecture you will learn the following
•What are the pros and cons of these numerous approaches
•What is the proposed practical approach for investing your personal finances
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Overview III
Please answer the following questions based on learnings in this lecture
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8
Financial Asset Classes I
At the end of this lecture you will learn the following
•What are the different classes of financial assets
•Fixed Income Assets
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9
Financial Asset Classes I
Please answer the following questions based on learnings in this lecture
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10
Financial Asset Classes II
At the end of this lecture you will learn the following
•Fixed Income Assets
–Fixed Deposits
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11
Financial Asset Classes II
Please answer the following questions based on learnings in this lecture
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12
Financial Asset Classes III
At the end of this lecture you will learn the following
•Fixed Income Assets
–PPF
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13
Financial Asset Classes III
Please answer the following questions based on the learnings in this lecture
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14
Financial Asset Classes IV
At the end of this lecture you will learn the following
•Fixed Income Assets
–Government Bonds
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15
Financial Asset Classes IV
Please answer the following questions based on the learnings in this lecture
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Financial Asset Classes V
At the end of this lecture you will learn the following
•Fixed Income Assets
–Corporate Bonds
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Financial Asset Classes V
Pls answer the following questions based on learnings in this lecture
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Financial Asset Classes VI
At the end of this lecture you will learn the following
•Fixed Income Assets
–Fixed Income Mutual Funds
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Financial Asset Classes VI
Please answer the following questions based on learnings in this lecture
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20
Financial Asset Classes VII
At the end of this lecture you will learn the following
•Gold
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Financial Asset Classes VII
Please answer the following questions based on learnings in this lecture
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22
Financial Asset Classes VIII
At the end of this lecture you will learn the following
•Commodities
•Real Estate
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Financial Asset Classes VIII
Please answer the following questions based on learnings in this lecture
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24
Financial Asset Classes IX
At the end of this lecture you will learn the following
•What are the different classes of financial assets
–Equity
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25
Financial Asset Classes IX
Please answer the following questions based on the learnings in this lecture
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26
Financial Asset Classes X
At the end of this lecture you will learn the following
•What are the different classes of financial assets
–Equity
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27
Financial Asset Classes X
Please answer the following questions based on learnings in this lecture
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28
Financial Asset Classes XI
At the end of this lecture you will learn the following
•What are the different classes of financial assets
–Equity
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29
Financial Asset Classes XI
Please answer the following questions based on your learnings in this lecture
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30
Financial Asset Classes XII
At the end of this lecture you will learn the following
•What are the different classes of financial assets
–ULIP
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Financial Asset Classes XII
Please answer the following questions based on learnings in this lecture
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Financial Asset Classes XIII
At the end of this lecture you will learn the following
•What are the different classes of financial assets
–Venture Funds
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Financial Asset Classes XIII
Please answer the following questions based on learnings in this lecture
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34
Financial Asset Classes Differences I
At the end of this lecture you will learn the following
What are the differences between
•Fixed Income Assets, Gold & Commodities, Real Estate, Equity
•FDs, Government Bonds, Corporate Bonds, PPF and DFs
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35
Financial Asset Classes Differences I
Please answer the following questions based on learnings in this lecture
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36
Financial Asset Classes Differences II
At the end of this lecture you will learn the following
What are the differences between
•Stocks, Mutual Funds, ULIPs and Venture Funds
•Equity Cash, Futures and Options
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Financial Asset Classes Differences II
Please answer the following questions based on learnings in this lecture
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38
Risk Profiling I
At the end of this lecture you will learn the following
•What is risk profiling
•What are the different risk profiles
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Risk Profiling I
Please answer the following questions based on learnings in this lecture
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Risk Profiling II
At the end of this lecture you will learn the following
•How to determine the risk profile
•How to use the risk profiles
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Risk Profiling II
Please answer the following questions based on learning in this lecture
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42
Asset Allocation I
At the end of this lecture you will learn the following
•What is Asset Allocation
•What factors to consider for Asset Allocation
•How to do the Asset Allocation
–Overview
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Asset Allocation I
Please answer the following questions based on learnings in this lecture
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Asset Allocation II
At the end of this lecture you will learn the following
•How to do the Asset Allocation
–Understand the Investment Goals
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45
Asset Allocation II
Please answer the following questions based on your learnings in this lecture
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Asset Allocation III
At the end of this lecture you will learn the following
•How to do the Asset Allocation
–Understand the Time Horizon
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47
Asset Allocation III
Please answer the following questions based on learnings in this lecture
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Asset Allocation IV
At the end of this lecture you will learn the following
•How to do the Asset Allocation
–How to set the Goals with Time Horizon?
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49
Asset Allocation IV
Please answer the following questions based on learnings in this lecture
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50
Asset Allocation V
At the end of this lecture you will learn the following
•How to do the Asset Allocation
–Understanding Risk Profile
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Asset Allocation V
Please answer the following questions based on learnings in this lecture
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52
Asset Allocation VI
At the end of this lecture you will learn the following
•How to do the Asset Allocation
–Find the current assets allocation
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Asset Allocation VI
Please answer the following questions based on learnings in the lecrure
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54
Asset Allocation VII
At the end of this lecture you will learn the following
•How to do the Asset Allocation
–Determine overall Asset Allocation Strategy
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Asset Allocation VII
Please answer the following questions based on learnings in this lecture
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Asset Allocation VIII
At the end of this lecture you will learn the following
•How to do the Asset Allocation
–Determine the Primary asset type for each asset class
–Determine Financing Strategy
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Asset Allocation VIII
Please answer the following questions based on learnings in this lecture
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Choice of Right Instruments I
At the end of this lecture you will learn the following
•What are the right instruments?
•Why choose the right instruments?
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Choice of Right Instruments I
Please answer the following questions based on learnings in this lecture
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Choice of Right Instruments II
At the end of this lecture you will learn the following
•How to choose the right instruments?
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Choice of Right Instruments II
Please answer the following questions based on learnings in this lecture
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Choice of Right Instruments III
At the end of this lecture you will learn the following
•How to choose the right instruments?
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Choice of Right Instruments III
Please answer the following questions based on learnings in this lecture
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Portfolio Rebalancing I
At the end of this lecture you will learn the following
•What is portfolio rebalancing?
•Why rebalance portfolio?
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Portfolio Rebalancing I
Please answer the following questions based on the learnings in this lecture
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Portfolio Rebalancing II
At the end of this lecture you will learn the following
•How to rebalance portfolio?
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Portfolio Rebalancing II
Please answer the following questions based on learnings in this lecture
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Gamification of Personal Finance
At the end of this lecture, you will learn the following
•Apps that use gamified features to engage users in learning about personal finance, budgeting, and investing in a more interactive and enjoyable way
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Beginner's Guide to investing in stocks - Conversation with Arun Singhal
Learn Arun Singhal's advice to how to invest in stock market as a beginner based on his 17 years experience in stock market.
