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Investment Planning classes near me in Mumbai, India

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54 Student Reviews

Find Best Investment Planning classes in Mumbai

Select from 51 Online & Offline Investment Planning classes in your city (Last updated: 08 Nov 2026)

(12)
experienceImg 10 yrs of Exp
locationImg Kandivali East, Mumbai
rsIcon 500 per hour
8 years of experience in teaching students of B.com, BBA, BMS, BFA, M.COM, MBA, 8th to 11th class.
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More than 10 years of experience in teaching about investment planning. This is the need of hour in today's world. A pany of investment play a significant role in long term growth. Focus on power of compounding that is the eight wonder of world 🌎.

Also teaches: Class 11 Tuition, BBA Tuition and more
8 years of experience in teaching students of B.com, BBA, BMS, BFA, M.COM, MBA, 8th to 11th class.
Online Classes Online Classes
Travel Student's Home
Home Tutor's home

More than 10 years of experience in teaching about investment planning. This is the need of hour in today's world. A pany of investment play a significant role in long term growth. Focus on power of compounding that is the eight wonder of world 🌎.

Also teaches: Class 11 Tuition, BBA Tuition and more
(11)
experienceImg 5 yrs of Exp
locationImg Sewri Abhyudaya Nagar, Mumbai
rsIcon 600 per hour
Stock market trader, investor, coach and mentor from past 7+ years
Online Classes Online Classes
Home Tutor's home

Greetings, Myself Nabeel. I am a Stock market trainer, trader, investor, and mentor. I am currently mentoring 150+ learners through my private telegram channel and also offer dedicated mentorship and teaching. I have more than 7+ years of trading and investing experience. For the last 5+ years I have been helping my students and learners to learn the art of profitable trading and investing. I handhold right from scratch i.e, basics of personal finance, money management and stock market till the advanced intraday non direction Option Selling setups. All my setups have proven to be consistent compounder with time(PROOF AVAILABLE). Also, I have developed my Intraday Options Trading Algorithms with proper double backtested reports and forward testing results (PROOF AVAILABLE). The topics that will be covered are: 1. Basic money management & personal finance. 2. Stock market Investing and My favourite Investing hack. 3. Fundamental Analysis of stock. 4. Technical Analysis including price action. 5. Trading indicators and the uses. 6. Option chain analysis and data analysis. 3. Options trading in Index i.e, Nifty/Bank Nifty/Finnifty. 4. My signature Intraday Non-directional Option Selling Setup. 5. Risk management & position sizing. 6. Trading Psychology. 7. Guidance for Algo Trading. 8. Taxes and how to 2X Compound your portfolio. 8. I will also share my tools such as Trading Simulator, Portfolio auto beta calculator, Stock analysis worksheet, etc. I am a profitable trader myself along with the mentor and trainer. And I think this is the most important thing one should look for before choosing the mentor/teacher(will show my live pnl report). I believe in complete handholding more than the fees, till the time you are not fully satisfied with my efforts and you don't see the value in my teachings. Thank you

Ashima Gera

My experience with Nabeel has been exceptionally learning and understanding even the basics with ease. He’s a kind and patient human who has always cleared my slightest of the doubts. The classes have been really helpful for me to plan my investments in the best possible way. His way of teaching & making investments easy for a layman is highly praiseworthy. A thorough professional and sincere in his approach, Nabeel has made my life easier when it comes to money!

Stock market trader, investor, coach and mentor from past 7+ years
Online Classes Online Classes
Home Tutor's home

Greetings, Myself Nabeel. I am a Stock market trainer, trader, investor, and mentor. I am currently mentoring 150+ learners through my private telegram channel and also offer dedicated mentorship and teaching. I have more than 7+ years of trading and investing experience. For the last 5+ years I have been helping my students and learners to learn the art of profitable trading and investing. I handhold right from scratch i.e, basics of personal finance, money management and stock market till the advanced intraday non direction Option Selling setups. All my setups have proven to be consistent compounder with time(PROOF AVAILABLE). Also, I have developed my Intraday Options Trading Algorithms with proper double backtested reports and forward testing results (PROOF AVAILABLE). The topics that will be covered are: 1. Basic money management & personal finance. 2. Stock market Investing and My favourite Investing hack. 3. Fundamental Analysis of stock. 4. Technical Analysis including price action. 5. Trading indicators and the uses. 6. Option chain analysis and data analysis. 3. Options trading in Index i.e, Nifty/Bank Nifty/Finnifty. 4. My signature Intraday Non-directional Option Selling Setup. 5. Risk management & position sizing. 6. Trading Psychology. 7. Guidance for Algo Trading. 8. Taxes and how to 2X Compound your portfolio. 8. I will also share my tools such as Trading Simulator, Portfolio auto beta calculator, Stock analysis worksheet, etc. I am a profitable trader myself along with the mentor and trainer. And I think this is the most important thing one should look for before choosing the mentor/teacher(will show my live pnl report). I believe in complete handholding more than the fees, till the time you are not fully satisfied with my efforts and you don't see the value in my teachings. Thank you

Ashima Gera

My experience with Nabeel has been exceptionally learning and understanding even the basics with ease. He’s a kind and patient human who has always cleared my slightest of the doubts. The classes have been really helpful for me to plan my investments in the best possible way. His way of teaching & making investments easy for a layman is highly praiseworthy. A thorough professional and sincere in his approach, Nabeel has made my life easier when it comes to money!

(1)
experienceImg 1 yrs of Exp
Hours of Classes 5 hrs of classes
locationImg Samta Nagar, Bikaner
rsIcon 300 per hour
MBA Finance, cardiff metropolitan university, experienced as finance trainer
Online Classes Online Classes

I’ve trained extensively in Bloomberg Market Concepts, NISM VA, and NISM 8, and combined that with my MBA and BBA in Finance. What this really means is—I don’t just look at finance as theory on paper. I like connecting the frameworks with what actually happens in the markets. Through different finance projects, I’ve learned how to break down tricky concepts, give learners hands-on analytical skills, and most importantly, build their confidence to make smart money decisions. For me, finance isn’t just about charts and numbers—it’s about finding strategies that can actually shape someone’s financial future. In every session, my focus is simple: cut through the uncertainty and turn it into clarity, one step at a time.

MBA Finance, cardiff metropolitan university, experienced as finance trainer
Online Classes Online Classes

I’ve trained extensively in Bloomberg Market Concepts, NISM VA, and NISM 8, and combined that with my MBA and BBA in Finance. What this really means is—I don’t just look at finance as theory on paper. I like connecting the frameworks with what actually happens in the markets. Through different finance projects, I’ve learned how to break down tricky concepts, give learners hands-on analytical skills, and most importantly, build their confidence to make smart money decisions. For me, finance isn’t just about charts and numbers—it’s about finding strategies that can actually shape someone’s financial future. In every session, my focus is simple: cut through the uncertainty and turn it into clarity, one step at a time.

Gold Rock Internationals Pvt Ltd Investment Planning institute in Mumbai
(16)
locationImg Goregaon West Mindspace, Mumbai
rsIcon 556 per hour
Online Classes Online Classes
Home Tutor's home

Gold Rock Internationals was formed with the idea to assist, educate and transform the mindset of people from different sections of the society by providing them knowledge & guidance in making their investment & Trading decisions. Our training programs are conducted for Clients All over the World. We have trained more than 500+ clients from different places across India and have obtained a high success ratio. We Provide training as per Client's Convenience and are flexible with timings. We conduct only personal training on the below topics and if required classroom/corporate training : Cash/Equity Market: i) Basic Module ii) Intermediate Module iii) Professional Module - Derivatives Market: - Foreign Exchange Market: - Technical Analysis: - Foreign Exchange Market - Mutual Funds - Financial Markets Our Clientele includes stock market dealers, corporate professionals, college students, working professionals from industries such as media, KPO's, BPO's and Engineers, Housewives & Retired Professionals. Demo sessions are provided before each training to make sure the client understands each training.

Online Classes Online Classes
Home Tutor's home

Gold Rock Internationals was formed with the idea to assist, educate and transform the mindset of people from different sections of the society by providing them knowledge & guidance in making their investment & Trading decisions. Our training programs are conducted for Clients All over the World. We have trained more than 500+ clients from different places across India and have obtained a high success ratio. We Provide training as per Client's Convenience and are flexible with timings. We conduct only personal training on the below topics and if required classroom/corporate training : Cash/Equity Market: i) Basic Module ii) Intermediate Module iii) Professional Module - Derivatives Market: - Foreign Exchange Market: - Technical Analysis: - Foreign Exchange Market - Mutual Funds - Financial Markets Our Clientele includes stock market dealers, corporate professionals, college students, working professionals from industries such as media, KPO's, BPO's and Engineers, Housewives & Retired Professionals. Demo sessions are provided before each training to make sure the client understands each training.

(4)
experienceImg 8 yrs of Exp
locationImg Malad West, Mumbai
Tutor
Travel Student's Home
Home Tutor's home

Being a part of the Financial Services Industry, I have great knowledge and experience of Financial Investments.

Also teaches: BA Tuition, BCom Tuition and more
Tutor
Travel Student's Home
Home Tutor's home

Being a part of the Financial Services Industry, I have great knowledge and experience of Financial Investments.

Also teaches: BA Tuition, BCom Tuition and more
Bhavna jain . Investment Planning trainer in Mumbai
(42)
experienceImg 20 yrs of Exp
Hours of Classes 9 hrs of classes
locationImg Vikhroli East, Mumbai
rsIcon 1500 per hour
Technical Analysis Mentor | 20+ Years of Experience in Chart Reading & Stock Trading
Online Classes Online Classes
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Bhavna Jain, MBA, CWA, is a seasoned technical analysis expert with over 17 years of experience in this field. Her analytical proficiency covers wide spectrum of asset classes including world indices, equities, commodities and currencies on multiple time frames by applying “trend following strategies and techniques”. With deep exposure in identifying single and multiple candlestick patterns and various price patterns such as H&S, Triangles, etc., she has the proven ability to spot and analyse different trend shifts in the stock movements. Having worked with both domestic stockbrokers and international institutional clients (supported Buy-Side clients with technical analysis and trade set ups), she has in-depth understanding of global dynamics impacting the stock markets. Alongside, she has a commendable passion towards conducting training classes for aspiring technical analysts and she has been pursuing this zeal since 2008. More than 1,000 stock market beginners from multiple industries are now trading successfully on a real time basis after pursuing her training sessions. After over a decade of personal coaching, Bhavna decided to take her knowledge and passion into the online world to better serve her clients through easy accessibility. This led to the birth of “Traders Delight”, an online platform, in June 2019.

Technical Analysis Mentor | 20+ Years of Experience in Chart Reading & Stock Trading
Online Classes Online Classes
Travel Student's Home
Home Tutor's home

Bhavna Jain, MBA, CWA, is a seasoned technical analysis expert with over 17 years of experience in this field. Her analytical proficiency covers wide spectrum of asset classes including world indices, equities, commodities and currencies on multiple time frames by applying “trend following strategies and techniques”. With deep exposure in identifying single and multiple candlestick patterns and various price patterns such as H&S, Triangles, etc., she has the proven ability to spot and analyse different trend shifts in the stock movements. Having worked with both domestic stockbrokers and international institutional clients (supported Buy-Side clients with technical analysis and trade set ups), she has in-depth understanding of global dynamics impacting the stock markets. Alongside, she has a commendable passion towards conducting training classes for aspiring technical analysts and she has been pursuing this zeal since 2008. More than 1,000 stock market beginners from multiple industries are now trading successfully on a real time basis after pursuing her training sessions. After over a decade of personal coaching, Bhavna decided to take her knowledge and passion into the online world to better serve her clients through easy accessibility. This led to the birth of “Traders Delight”, an online platform, in June 2019.

(3)
locationImg Chembur Tilak Nagar, Mumbai
Mentor and Trainer - Become a Self Reliant and Independent Trader. With STWP Super Indicator
Online Classes Online Classes
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Home Tutor's home

I am, a seasoned trader with over 15 years of experience, have embarked on a mission to empower aspiring traders and investors. Having personally faced the challenges and hurdles of navigating the financial markets, I understand the struggles that one encounters when trying to establish themselves independently. With a strong belief in sharing knowledge, strategies, and learnings, my aim is to guide beginners towards becoming self-reliant and achieving financial success. Through my coaching, I endeavor to break down complex concepts into easily understandable language, ensuring a smooth and enlightening path to success. I firmly believe in the power of sharing. I understand that knowledge alone is not enough; one must possess effective strategies to succeed in the financial markets. My coaching is centered around imparting both knowledge and practical strategies that have been meticulously designed and tested over a period of time. By providing insights into my personal experiences, I equip you with the tools necessary to make informed decisions and navigate the markets with confidence. One of the core principles of my coaching is instilling self-reliance and independence. Rather than depending on others for financial advice, I encourage individuals to develop their own analytical skills and decision-making capabilities. By empowering you to become independent financial go-getters, I aim to instill a sense of confidence and autonomy in your trading and investment journey. Financial jargons can be intimidating, particularly for beginners. To overcome this challenge and ensures that my coaching is accessible to everyone, I have explained complex concepts in a modest and straightforward layman's language, allowing individuals from all backgrounds to grasp and apply the knowledge effectively. My coaching sessions are designed to be interactive, engaging, and tailored to the specific needs of each student, enabling them to develop a solid foundation of financial expertise. My ultimate goal is to reach out to as many beginners as possible and guide them towards their financial goals. My coaching methodology encompasses not only imparting knowledge and strategies but also providing ongoing support and guidance. I firmly believe that success in the financial markets is attainable for those who are willing to put in the effort, learn from experienced mentors, and cultivate a mindset of continuous growth. I bring my wealth of experience and knowledge to aspiring traders and investors. Through my coaching, I aim to empower individuals to become self-reliant, independent, and successful in the financial markets. My coaching sessions are designed to equip beginners with the tools, strategies, and insights necessary to navigate the complexities of trading and investing. By joining my mentorship program, individuals can embark on a transformative journey towards financial independence and achieve their goals with confidence.

Also teaches: Stock Market Trading
Mentor and Trainer - Become a Self Reliant and Independent Trader. With STWP Super Indicator
Online Classes Online Classes
Travel Student's Home
Home Tutor's home

I am, a seasoned trader with over 15 years of experience, have embarked on a mission to empower aspiring traders and investors. Having personally faced the challenges and hurdles of navigating the financial markets, I understand the struggles that one encounters when trying to establish themselves independently. With a strong belief in sharing knowledge, strategies, and learnings, my aim is to guide beginners towards becoming self-reliant and achieving financial success. Through my coaching, I endeavor to break down complex concepts into easily understandable language, ensuring a smooth and enlightening path to success. I firmly believe in the power of sharing. I understand that knowledge alone is not enough; one must possess effective strategies to succeed in the financial markets. My coaching is centered around imparting both knowledge and practical strategies that have been meticulously designed and tested over a period of time. By providing insights into my personal experiences, I equip you with the tools necessary to make informed decisions and navigate the markets with confidence. One of the core principles of my coaching is instilling self-reliance and independence. Rather than depending on others for financial advice, I encourage individuals to develop their own analytical skills and decision-making capabilities. By empowering you to become independent financial go-getters, I aim to instill a sense of confidence and autonomy in your trading and investment journey. Financial jargons can be intimidating, particularly for beginners. To overcome this challenge and ensures that my coaching is accessible to everyone, I have explained complex concepts in a modest and straightforward layman's language, allowing individuals from all backgrounds to grasp and apply the knowledge effectively. My coaching sessions are designed to be interactive, engaging, and tailored to the specific needs of each student, enabling them to develop a solid foundation of financial expertise. My ultimate goal is to reach out to as many beginners as possible and guide them towards their financial goals. My coaching methodology encompasses not only imparting knowledge and strategies but also providing ongoing support and guidance. I firmly believe that success in the financial markets is attainable for those who are willing to put in the effort, learn from experienced mentors, and cultivate a mindset of continuous growth. I bring my wealth of experience and knowledge to aspiring traders and investors. Through my coaching, I aim to empower individuals to become self-reliant, independent, and successful in the financial markets. My coaching sessions are designed to equip beginners with the tools, strategies, and insights necessary to navigate the complexities of trading and investing. By joining my mentorship program, individuals can embark on a transformative journey towards financial independence and achieve their goals with confidence.

Also teaches: Stock Market Trading
(2)
experienceImg 20 yrs of Exp Students 1 student
locationImg Mahim East, Mumbai
Trainer
Online Classes Online Classes
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Home Tutor's home

I have been in the international financial service industry for over 33 years - 30 overseas and 3 in India. Having traveled to 30 countries during the 33-year long career, I have conducted dozens of seminars and public speeches in different parts of the world. I have vast knowledge of the stock market investment as I have been a Portfolio Manager myself for two largest Wall Street firms and have had several understudies. I have also been a Guest Lecturer at the Asian Institute of Management in Manila.

Also teaches: Corporate Training, Spoken English and more
Trainer
Online Classes Online Classes
Travel Student's Home
Home Tutor's home

I have been in the international financial service industry for over 33 years - 30 overseas and 3 in India. Having traveled to 30 countries during the 33-year long career, I have conducted dozens of seminars and public speeches in different parts of the world. I have vast knowledge of the stock market investment as I have been a Portfolio Manager myself for two largest Wall Street firms and have had several understudies. I have also been a Guest Lecturer at the Asian Institute of Management in Manila.

Also teaches: Corporate Training, Spoken English and more
Profitous Capital Markets Pvt.Ltd Investment Planning institute in Mumbai
(3)
experienceImg Less than a yr Exp Students 5 students
locationImg Vile Parle East, Mumbai
Home Tutor's home

Mallesh Budugu has a trading experience of more than 10 years, using technical trends. He has undertaken several projects on Technical Analysis, Portfolio Management and derivatives which have greatly enriched his teaching skills and have made him an outstanding instructor. He was previously working with destimoney securities as Senior Technical Analyst and Trainer. He has trained more than thousand of people in last 10 years. He has developed various ALGO Trading Products. He is an Analyst who teaches a unique combination of trading tools for trending & non trending markets to achieve consistent gains on Stocks, Commodities and Currency. Specialized in: 1. Developing Systems based trading Strategies for Intraday & Positional Trading. 2. Specialist in Developing Algorithm Trading Platform. 3. Programming , Testing and Implementation of System. 4. Developing personalized trading Strategies & algorithm Trading. 5. Equity Fund Management. 6. Price chart analysis.

Also teaches: Stock Market Trading, Finance Training and more
Home Tutor's home

Mallesh Budugu has a trading experience of more than 10 years, using technical trends. He has undertaken several projects on Technical Analysis, Portfolio Management and derivatives which have greatly enriched his teaching skills and have made him an outstanding instructor. He was previously working with destimoney securities as Senior Technical Analyst and Trainer. He has trained more than thousand of people in last 10 years. He has developed various ALGO Trading Products. He is an Analyst who teaches a unique combination of trading tools for trending & non trending markets to achieve consistent gains on Stocks, Commodities and Currency. Specialized in: 1. Developing Systems based trading Strategies for Intraday & Positional Trading. 2. Specialist in Developing Algorithm Trading Platform. 3. Programming , Testing and Implementation of System. 4. Developing personalized trading Strategies & algorithm Trading. 5. Equity Fund Management. 6. Price chart analysis.

Also teaches: Stock Market Trading, Finance Training and more
(1)
locationImg Mira Road, Mumbai
Online Classes Online Classes
Home Tutor's home

ABOUT NIFTY TRADING ACADEMY Nifty Trading Academy is the best share market trading institute in Maharashtra. It is known for offering courses and training on online share market training in Mumbai. We feel proud to claim that we are No. 1 Online Trading Academy for Nifty in India which delivers A to Z training in Nifty with the help of our current services such as niftytradingacademy.com. We firmly believe that How you think and what you select serves your progress. What we offer through our training programs: Look at the market as an opportunity for earning always Enhanced decisiveness Modern-day Trading Techniques and an exposure to those techniques Risk free trading Skills for Earning More Profit Positive and a winning approach Confidence for trading Maintaining a good health in the most frightening situations SO 9001:2008 Certified Nifty Trading Academy

Online Classes Online Classes
Home Tutor's home

ABOUT NIFTY TRADING ACADEMY Nifty Trading Academy is the best share market trading institute in Maharashtra. It is known for offering courses and training on online share market training in Mumbai. We feel proud to claim that we are No. 1 Online Trading Academy for Nifty in India which delivers A to Z training in Nifty with the help of our current services such as niftytradingacademy.com. We firmly believe that How you think and what you select serves your progress. What we offer through our training programs: Look at the market as an opportunity for earning always Enhanced decisiveness Modern-day Trading Techniques and an exposure to those techniques Risk free trading Skills for Earning More Profit Positive and a winning approach Confidence for trading Maintaining a good health in the most frightening situations SO 9001:2008 Certified Nifty Trading Academy

(5)
locationImg Borivali West, Mumbai
Home Tutor's home

We conduct courses related to share market such as share market basic, Fundamental analysis and Technical analysis with live market practical.

Also teaches: Finance Training, Stock Market Trading and more
Home Tutor's home

We conduct courses related to share market such as share market basic, Fundamental analysis and Technical analysis with live market practical.

Also teaches: Finance Training, Stock Market Trading and more
experienceImg 18 yrs of Exp
Hours of Classes 12 hrs of classes
locationImg Barve Nagar, Mumbai
rsIcon 400 per hour
Come, Let's Learn together the subject!!
Online Classes Online Classes

I am a CA and MBA-Fin with 15 years of experience in Share Market. I can help with 1.Guiding you on stock market basics, technical, and fundamentals. 2. Teach how to analyze companies, charts, and market trends. 3. Helps manage risks and build disciplined trading habits. 4. Identify Entry and exit points

Also teaches: Class 12 Tuition, Stock Market Investing and more
Come, Let's Learn together the subject!!
Online Classes Online Classes

I am a CA and MBA-Fin with 15 years of experience in Share Market. I can help with 1.Guiding you on stock market basics, technical, and fundamentals. 2. Teach how to analyze companies, charts, and market trends. 3. Helps manage risks and build disciplined trading habits. 4. Identify Entry and exit points

Also teaches: Class 12 Tuition, Stock Market Investing and more
experienceImg 5 yrs of Exp
locationImg Airoli, Mumbai
One Step Ahead Toward Financial Freedom
Online Classes Online Classes
Travel Student's Home
Home Tutor's home

I have more than five years experience in Investing & Trading in Stock Market but my more focus in long term investing & positional trading as per opportunities available in stocks, now I am educating the people about stock market through online & offline mode. Before coming in stock market I was a Mechanical Engineer in Steel Industry.

One Step Ahead Toward Financial Freedom
Online Classes Online Classes
Travel Student's Home
Home Tutor's home

I have more than five years experience in Investing & Trading in Stock Market but my more focus in long term investing & positional trading as per opportunities available in stocks, now I am educating the people about stock market through online & offline mode. Before coming in stock market I was a Mechanical Engineer in Steel Industry.

experienceImg 8 yrs of Exp
locationImg Dadar West, Mumbai
TECHNICAL ANALYSIS & PROFESSIONAL TRADING
Online Classes Online Classes

I am a CFA and Master's in finance having experience of 10 years in Equity Analysis and Investing, Building portfolio and Performing Investment Planning.

TECHNICAL ANALYSIS & PROFESSIONAL TRADING
Online Classes Online Classes

I am a CFA and Master's in finance having experience of 10 years in Equity Analysis and Investing, Building portfolio and Performing Investment Planning.

experienceImg 10 yrs of Exp
locationImg Malad West, Mumbai
rsIcon 167 per hour
Equity research analyst
Online Classes Online Classes

Teaching is a passion for me, been in teaching finance over five years, I've helped commerce and non- commerce students to excel in financial knowledge, from a novice to advanced. Currently working at a reputed investment banking company, sound academic knowledge coupled with industry expertise I've helped students, traders, investors, Analyst,over the years..

Also teaches: NISM Training , Stock Market Investing and more
Equity research analyst
Online Classes Online Classes

Teaching is a passion for me, been in teaching finance over five years, I've helped commerce and non- commerce students to excel in financial knowledge, from a novice to advanced. Currently working at a reputed investment banking company, sound academic knowledge coupled with industry expertise I've helped students, traders, investors, Analyst,over the years..

Also teaches: NISM Training , Stock Market Investing and more
experienceImg 7 yrs of Exp
locationImg Nathalal Parekh Marg, Mumbai
CA and a Personal Finance Coach with 7 years of experience helping investors multiply their wealth
Travel Student's Home
Home Tutor's home

I am a Chartered Accountant by profession. I am a certified Independent Financial Advisor, and I help my investors achieve financial independence and freedom from all their financial worries. I am also a Personal Finance Coach, wherein I teach and guide professionals on the various aspects of personal finance management. I conduct Financial Literacy Programmes across NGOs, Universities and Corporates to help create financial awareness among individuals. I have also been a core member of a startup that created an educational and transactional platform to simply investments.

CA and a Personal Finance Coach with 7 years of experience helping investors multiply their wealth
Travel Student's Home
Home Tutor's home

I am a Chartered Accountant by profession. I am a certified Independent Financial Advisor, and I help my investors achieve financial independence and freedom from all their financial worries. I am also a Personal Finance Coach, wherein I teach and guide professionals on the various aspects of personal finance management. I conduct Financial Literacy Programmes across NGOs, Universities and Corporates to help create financial awareness among individuals. I have also been a core member of a startup that created an educational and transactional platform to simply investments.

experienceImg 8 yrs of Exp
locationImg Goregaon East, Mumbai
Trainer
Online Classes Online Classes
Home Tutor's home

I am a sub broker for stock market investment with SMC Global Securities. Based & operating from Mumbai. Those investing or trading in the stock market can connect with me. I have been successfully investing in the stock market since 2011. Have advised clients about their long term portfolio construction. Started trading since May 2014. As a sub broker, I assist clients who open a Demat Account with my sub brooking firm; by sharing positional & swing trading ideas which last for 3-4 days to 3-4 weeks. As well as over the interactions I will impart all the trading strategies I use. Trading is more about discipline & a rule based approach. It comprises of Technical Analysis, Money Management, Risk Management & Managing yourself/your emotions & actions. Connect with me if you are willing to learn trading in a disciplined manner.

Also teaches: Financial Planning, Stock Market Investing and more
Trainer
Online Classes Online Classes
Home Tutor's home

I am a sub broker for stock market investment with SMC Global Securities. Based & operating from Mumbai. Those investing or trading in the stock market can connect with me. I have been successfully investing in the stock market since 2011. Have advised clients about their long term portfolio construction. Started trading since May 2014. As a sub broker, I assist clients who open a Demat Account with my sub brooking firm; by sharing positional & swing trading ideas which last for 3-4 days to 3-4 weeks. As well as over the interactions I will impart all the trading strategies I use. Trading is more about discipline & a rule based approach. It comprises of Technical Analysis, Money Management, Risk Management & Managing yourself/your emotions & actions. Connect with me if you are willing to learn trading in a disciplined manner.

Also teaches: Financial Planning, Stock Market Investing and more
experienceImg 13 yrs of Exp
locationImg Kamothe, Mumbai
Motivator middle class, middle age Mom
Travel Student's Home

an ardent reader, motivational speaker, mom. have been through quite a eventful life, setbacks , struggles, but managing finely all my duties as a wife, mother and women. Strenghths- leadership patience conflict management decisive my speech/communication NIFM CERTIFICATE FOR MUTUAL FUND DISTRIBUTOR ARN CARD HOLDER CONTENT WRITING Having a ADHD CHILD, learning and implying new methods and techniques to deal with him. want to hepl other children and parents with my experience.

Also teaches: Parenting, Class 8 Tuition and more
Motivator middle class, middle age Mom
Travel Student's Home

an ardent reader, motivational speaker, mom. have been through quite a eventful life, setbacks , struggles, but managing finely all my duties as a wife, mother and women. Strenghths- leadership patience conflict management decisive my speech/communication NIFM CERTIFICATE FOR MUTUAL FUND DISTRIBUTOR ARN CARD HOLDER CONTENT WRITING Having a ADHD CHILD, learning and implying new methods and techniques to deal with him. want to hepl other children and parents with my experience.

Also teaches: Parenting, Class 8 Tuition and more
experienceImg 10 yrs of Exp
locationImg CBD Belapur, Mumbai
Stock or Share Market Trainer (Including Future and Options) with 10+ Years of Experience
Online Classes Online Classes
Travel Student's Home
Home Tutor's home

I am one of the Trainer in the areas of stock trading and personal transformation with 10+ years of experience. Venturing into this journey at the young age of 19, I have experienced the thick and thins of the stock market before achieving success as a trader. During the trading career he learnt various theories, approaches and concepts. I have made it a personal mission to help a common man understand and trade the stock markets. About my education, I have done MBA Finance from Mumbai University after my B.Com. After that I completed my LLB. Apart from that I am also taken lot of certification from National Institute of Management Studies on various topic like option, derivative, currency, risk management etc. And also I have taken IRDA and AMFI Certification to enhance my knowledge.

Stock or Share Market Trainer (Including Future and Options) with 10+ Years of Experience
Online Classes Online Classes
Travel Student's Home
Home Tutor's home

I am one of the Trainer in the areas of stock trading and personal transformation with 10+ years of experience. Venturing into this journey at the young age of 19, I have experienced the thick and thins of the stock market before achieving success as a trader. During the trading career he learnt various theories, approaches and concepts. I have made it a personal mission to help a common man understand and trade the stock markets. About my education, I have done MBA Finance from Mumbai University after my B.Com. After that I completed my LLB. Apart from that I am also taken lot of certification from National Institute of Management Studies on various topic like option, derivative, currency, risk management etc. And also I have taken IRDA and AMFI Certification to enhance my knowledge.

experienceImg 3 yrs of Exp
locationImg Sion, Mumbai
Financial Markets Trainer
Travel Student's Home
Home Tutor's home

1) Hold 4 years experience in financial services industry and 2 yrs of teaching in this domain 2) private tutor for 6 yrs for BFM and 2 years for investment banking 3) Certified NCFM basic financial services module. 4) currently working with investment bank.

Also teaches: BA Tuition, BCom Tuition and more
Financial Markets Trainer
Travel Student's Home
Home Tutor's home

1) Hold 4 years experience in financial services industry and 2 yrs of teaching in this domain 2) private tutor for 6 yrs for BFM and 2 years for investment banking 3) Certified NCFM basic financial services module. 4) currently working with investment bank.

Also teaches: BA Tuition, BCom Tuition and more
experienceImg 9 yrs of Exp
locationImg Kurla, Mumbai
9 year experience ( personal trainer coach )
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Hello I'm sanjiv yadav from Mumbai. I'm certified for share market investment by mes. I'm working in share market last 9 year.

Also teaches: Stock Market Investing
9 year experience ( personal trainer coach )
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Travel Student's Home

Hello I'm sanjiv yadav from Mumbai. I'm certified for share market investment by mes. I'm working in share market last 9 year.

Also teaches: Stock Market Investing
experienceImg 6 yrs of Exp
locationImg Kandivali West, Mumbai
Tutor
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Travel Student's Home
Home Tutor's home

Practical and Life time support. I like to share my knowledge.

Also teaches: Meditation, Acting and more
Tutor
Online Classes Online Classes
Travel Student's Home
Home Tutor's home

Practical and Life time support. I like to share my knowledge.

Also teaches: Meditation, Acting and more
experienceImg 10 yrs of Exp
locationImg sector -7 Airoli, Mumbai
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Insurance Advisory: Guidance on selecting suitable life, health, and term insurance policies. Investment Planning: Assistance with mutual funds, SIPs, and stock market investments. Portfolio Review: Comprehensive analysis of existing investment portfolios. Tax-saving Strategies: Advice on instruments like ELSS and PPF for tax efficiency. Retirement Planning: Strategies to build a secure and comfortable retirement corpus.

Also teaches: Stock Market Investing
Online Classes Online Classes

Insurance Advisory: Guidance on selecting suitable life, health, and term insurance policies. Investment Planning: Assistance with mutual funds, SIPs, and stock market investments. Portfolio Review: Comprehensive analysis of existing investment portfolios. Tax-saving Strategies: Advice on instruments like ELSS and PPF for tax efficiency. Retirement Planning: Strategies to build a secure and comfortable retirement corpus.

Also teaches: Stock Market Investing
experienceImg 10 yrs of Exp
locationImg Kandivali West, Mumbai
Investment Trainer And Consultant
Online Classes Online Classes
Home Tutor's home

An Engineer and MBA from Mumbai University, I have worked in the capital markets and financial services areas for over 15 years. I was in the core team that set up OTC exchange of India, India's first computerized nationwide stock exchange in 1992. I headed various departments during my tenure of about 9 years there. I then set up and headed India operations for a U S company in online transaction processing for 7 years. I then worked with a reputed Mumbai based brokerage, heading their wealth management and distribution functions. I have been a guest lecturer at BSE Training Institute (Bombay Stock Exchange), lecturing on topics related to the stock markets and financial management. I have trained staff at SVC Bank on financial products. I am currently a freelance trainer and have trained bank employees on finance topics, employees on mutual fund certification exams and other related topics. I have contributed to website text and written and edited material on diverse topics during my career. I try to update myself constantly on science , technology, business and social trends, as these help to make subjects more interesting. I believe in making topics interesting by giving real life examples, as it reinforces the learning.

Investment Trainer And Consultant
Online Classes Online Classes
Home Tutor's home

An Engineer and MBA from Mumbai University, I have worked in the capital markets and financial services areas for over 15 years. I was in the core team that set up OTC exchange of India, India's first computerized nationwide stock exchange in 1992. I headed various departments during my tenure of about 9 years there. I then set up and headed India operations for a U S company in online transaction processing for 7 years. I then worked with a reputed Mumbai based brokerage, heading their wealth management and distribution functions. I have been a guest lecturer at BSE Training Institute (Bombay Stock Exchange), lecturing on topics related to the stock markets and financial management. I have trained staff at SVC Bank on financial products. I am currently a freelance trainer and have trained bank employees on finance topics, employees on mutual fund certification exams and other related topics. I have contributed to website text and written and edited material on diverse topics during my career. I try to update myself constantly on science , technology, business and social trends, as these help to make subjects more interesting. I believe in making topics interesting by giving real life examples, as it reinforces the learning.

experienceImg 12 yrs of Exp
locationImg Andheri West, Mumbai
Learn Everything About Stock Market Trading And Investment
Travel Student's Home
Home Tutor's home

I teach all the Courses of Stock Market Trading and Investment in Very Simple language, Courses 1. Stock Market Foundation 2. Derivative Market (Future & Option ) 3. Commodity & Currency (Forex) Market 4. Technical Analysis Part - 1 5. Technical Analysis Part - 2 6. Mutual Fund & Bond Market 7. Equity Research 8. Equity Portfolio Management 9. Result & Ratio Analysis 10. Financial Planning 11. Art of Intraday 12. Options Trading & Strategy 13. Financial Literacy For children Extra Courses for all NCFM Exam's Modules

Learn Everything About Stock Market Trading And Investment
Travel Student's Home
Home Tutor's home

I teach all the Courses of Stock Market Trading and Investment in Very Simple language, Courses 1. Stock Market Foundation 2. Derivative Market (Future & Option ) 3. Commodity & Currency (Forex) Market 4. Technical Analysis Part - 1 5. Technical Analysis Part - 2 6. Mutual Fund & Bond Market 7. Equity Research 8. Equity Portfolio Management 9. Result & Ratio Analysis 10. Financial Planning 11. Art of Intraday 12. Options Trading & Strategy 13. Financial Literacy For children Extra Courses for all NCFM Exam's Modules


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    V
    Raj attended Investment Planning
    star star star star star Verified Student
    It was another enriching experience having Vaibhav Shah as our faculty for the subjects Equity Markets - Investments and Training, and FinTech for our semester 3. Vaibhav explained various financial concepts and terminologies in a way that was very easy to understand for us. He connected these theoretical concepts by highlighting their practical implications with the help of various case studies and real-life examples wherever possible, which made both these subjects very interesting for us. Vaibhav also made it possible for the entire class to experience the mock-trading activity with the help of a live real-time terminal. Throughout every lecture, he kept us closely informed on global current affairs, having in-depth discussions about various active conflicts and their ongoing impacts on the international stage as well as the Indian economy and the financial markets. He ended every session with a short motivational case study, shifting the focus from academic theories to real-world stories of karma, integrity, and the lasting impact of good deeds. These narratives served as powerful reminders that true success is built on empathy, ethical leadership, and the simple act of doing good for others. We truly thank Vaibhav for going beyond the syllabus to shape not just our financial acumen, but our perspectives as future professionals. We are incredibly grateful for your time, your impactful mentorship, and the invaluable life lessons you shared with us this semester.
    V
    Prerana attended Investment Planning
    star star star star star Verified Student
    Thank you, Vaibhav Sir, for an engaging and insightful learning experience. The way you explained topics like Blockchain, De-dollarisation, UPI, and other FinTech concepts using real-world examples made the sessions interesting and easy to understand. I particularly appreciated how you connected theoretical concepts with current developments in the financial industry, which gave us a better practical perspective. Your interactive and simple approach made the classes engaging throughout. Overall, the course has helped me develop a better understanding of how technology is shaping the future of finance.
    V
    Dhruv attended Investment Planning
    star star star star star Verified Student
    Vaibhav Sir has always made learning interesting and easy to understand having studied DADM with you in Semester 2 and now FinTech and EMIT in Semester 3 i really appreciate the way you explain concepts using real life examples and practical activities like paper trading sessions your teaching makes the subject more engaging and helps us connect theory with real world applications.Thank you sir for making learning a great experience!!
    V
    Nazneen attended Investment Planning
    star star star star star Verified Student
    From Semester 2 to Semester 4, it has been a wonderful experience learning from you. Having you as our teacher again made this journey even more special. What truly touches us is that, despite your busy work schedule, you took time out of your professional commitments to teach us. Your dedication, patience, and practical way of explaining concepts made learning meaningful and memorable. Thank you, Sir, for sharing your valuable knowledge, guiding us, and making us feel that our learning matters. We will always appreciate your efforts and cherish the memories of your classes. You will remain a special part of our college journey.
    V
    Prethi attended Investment Planning
    star star star star star Verified Student
    The professor was proficient and astutely dexterous. He conducted sessions which were holistic at the least. Even at times, Sir shared his experience on his own journey of financial expertise, guiding us to practically establish financial heuristics as his own, warning us about mistakes he made, embarking as an excellent facilitator.
    V
    Aaryan attended Investment Planning
    star star star star star Verified Student
    The sessions conducted by Vaibhav sir were highly engaging and interesting. There was something new to learn in all the lectures. Practical examples and live case studies were discussed throughout both Fintech and EMIT sessions. The trading platform experience was awesome, and it gave a live opportunity to understand trading through the actual terminal used by brokers.
    V
    Vihan attended Investment Planning
    star star star star star Verified Student
    Sir has a very good knowledge about current affairs and various industries, irrespective of any subject, which is a boon for the class as well. If possible, hope to see him as a faculty in semester 4 also.
    V
    Shama attended Investment Planning
    star star star star star Verified Student
    Vaibhav Shah Sir made learning Fintech and Equity Markets an informative and practical experience. His teaching methods, real-world examples, and industry-related insights helped us connect theoretical concepts with practical applications. His sessions were engaging and helped us gain valuable knowledge about the financial industry.

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    Key highlights about Investment Planning classes

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    FAQ

    How do I find the best Investment Planning classes near me in Mumbai, India near me ?

    You can browse the list of best Investment Planning tutors on UrbanPro.com. You can even book a free demo class to decide which Tutor to start classes with.

    What is the typical Fee charged for Investment Planning classes near me in Mumbai, India?

    The fee charged varies between online and offline classes. Generally you get the best quality at the lowest cost in the online classes, as the best tutors don’t like to travel to the Student’s location.

    Monthly Fee for 1-1 Classes

    INR INR 6,000 - INR 9,000 for 12 classes per month

    Hourly Fee for 1-1 Classes

    INR INR 500 - INR 750

    Monthly Fee for Group Classes

    INR INR 4,800 - INR 7,200 for 12 classes per month

    Hourly Fee for Group Classes

    INR INR 400 - INR 600

    Monthly Fee for Investment Planning classes at home

    INR INR 6,000 - INR 10,800 for 12 classes per month

    Hourly Fee for Investment Planning classes at home

    INR INR 500 - INR 900

    Monthly Fee for Online Investment Planning classes

    INR INR 6,000 - INR 9,000 for 12 classes per month

    Hourly Fee for Online Investment Planning classes

    INR INR 500 - INR 750

    Does joining Investment Planning classes help?

    It definitely helps to join Investment Planning classes near me in Mumbai, India, as you get the desired motivation from a Teacher to learn. If you need personal attention and if your budget allows, select 1-1 Class. If you need peer interaction or have budget constraints, select a Group Class.

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