Personal Financial Planning Classes near me in Mumbai, India

I completed my MBA and qualified for Personal Finance Certification. I have sixteen years of experience in the field and one year of teaching experience at UrbanPro. I have taught many students and helped them become financially secure. I was awarded the title of top adviser in life insurance. I have also written a book, "Debtopia". My personal experiences and passion motivated me to choose this teaching field. I am a Financial Literacy Trainer. I help Middle Career Professionals achieve financial freedom through financial literacy. My classes are conducted online, in groups and individually. My classes are detailed oriented and well-designed. I engage in discussions to know my students' requirements and keep my classes highly interactive. My courses are practical-oriented, giving a real-time experience to the students. Powerpoint presentations and various videos are shown in the class for better understanding. I also offer notes for a smooth learning process. Assignments are also provided to the students to track their growth and development.

Helped more than 700 individuals in planning their personal finance and long term goals

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.

I am Lata Tripathi, a dedicated teacher with around 10 years of teaching experience. I teach all subjects to students from Classes 1 to 5 and also teach Commerce subjects to students in Classes 11 and 12. My teaching approach focuses on building strong academic foundations, developing clear subject understanding, and helping students become more confident in their studies. I have completed my Bachelor of Commerce (B.Com.), which has provided me with a strong foundation in Commerce and related subjects. Along with my academic background, my years of teaching experience have helped me understand the different requirements of primary school students as well as senior secondary students studying Commerce. I adapt my explanations and teaching methods according to the student’s academic level and learning needs. My teaching focus covers two key areas. For Classes 1 to 5, I teach all subjects with an emphasis on strengthening basic concepts and helping students develop a consistent understanding of their school curriculum. For Classes 11 and 12, I focus on Commerce subjects and help students understand concepts clearly, work through questions systematically, and build confidence in their academic preparation. Over the past 10 years, I have had the opportunity to teach students at different levels and with varied learning requirements. I enjoy helping students overcome difficulties in their subjects and develop a better understanding of concepts. Seeing students improve their knowledge, academic performance, and confidence has been one of the most rewarding aspects of my teaching experience. I follow a structured lesson plan for each class and explain topics step by step in a simple and clear manner. I make sure students understand one concept properly before moving on to the next. My classes are interactive, and I encourage students to participate actively, ask questions, and clarify their doubts so that they remain engaged throughout the lesson. I also adapt my teaching approach according to the student’s learning level, pace, and individual requirements. For younger students, I focus on making fundamental concepts easy to understand and reinforcing them through regular practice. For senior students studying Commerce, I focus on clear explanations, conceptual understanding, and systematic practice to help them approach their subjects with greater confidence. I use PPT presentations and a whiteboard to make my classes organized and interactive. I offer both online and offline classes and aim to create a supportive learning environment for every student. My goal is to provide clear and structured academic guidance, whether a primary school student needs support across subjects or a Class 11 or 12 student needs focused guidance in Commerce.

I have been in the training profession over the last 7 years trained adults and children on a variety of topics. Though I am a Certified Financial Planner by profession I have a passion for training. Designing and developing new modules and delivering the same is something that I thoroughly enjoy and I look forward to. I have always believed in the Practical School of Learning - certain skill sets that one needs to develop, to acquire, to be more precise master in order to be successful. And this is exactly what I specialize in - People Development Programs. My audience is categorized into Children - Age Group 5-10 years, Age Group 10+ and Adults. For Children I have an excellent program called the Foundation Maths Refresher Program which basically aims at making the child's base very strong in the initial years, eradicating the Maths Phobia and creating an interest and liking towards this subject only to benefit in the long run. At the same time I work with them on their Reading and Writing skills, Sight Words, Blending Words and correct formation of alphabets. Age: 10+ Introducing them to Vedic Maths - the World's Fastest Mental Maths System through my Mental Multiplication Workshop, Basic and Advanced Courses in Vedic Maths. Adults: Workshops on: . Power of Positive Thinking . Presentation Skills . Unleashing Power Point to Deliver Effective Presentations . Time Management Most Popular: . Mental Multiplication Workshop . Personality Development.

I have completed cfp and I will be appearing for cfa level 1 examination in november 2022. I have completed a 4 month internship at sre where I was responsible for content developing and doubt solving for students appearing for cfp examination. Additionally I have completed nism 5a, 5b, 5c, 10a, 10b.

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.

I have a module of 10 lectures to explain financial planning to kids

I give consulting on how to create wealth and also prepare for retirement finances.

I am a finance and wealth management trainer. I conduct home online Tuition. I Carry total work experience of 14 years into teaching, BFSI & Quality domain.

I'm a Trainer, I'm giving sales training, home tuition, Soft skill training, Business Training since last 2 years, i have a degree in Business Administration, My key skills are Sales, Communication Skills, Negotiation skills, Teaching, Soft skills, Business skills & so on.

Finance Professional with 20+ years experience. I live in Mumbai and am available to teach online the following subjects: Finance, Investments, Personal Finance, Stock Market, and Derivatives.

I am a Finance Enthusiast. I am a MBA Finance Graduate and have cleared all levels of CFA in my first attempt. I have work experience in Axis Bank as Credit Analyst and currently working as Investment Manager in the Investment Team of ARCIL and looking after distress Asset opportunities to invest. My key skills include Financial Modelling, Investment banking, Financial Accounting, Corporate Finance etc.

I have a total experience of over 15 years in teaching and mentoring the young minds. I strongly believe, every person has the potential and only requires the right mentor/teacher to motivate and channelise that potential to the fullest. Do not expect a typical teaching methodology and you will be surprised with the growth in your own learning curve.

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.

I am a Chartered Accountant having 3.5 years of experience in Finance and Risk Management post qualification. I am also helping various clients to file ITR, make their investments, spread financial literacy and help in financial planning.

We help to strategise learning function, design, development and implementation of learning products and programs. Corporate Contributions: Our Corporate Offerings include the following: - 1. Assist them to build on their employee's capabilities. 2. Design courses and manuscripts to developed at shop floor level. 3. Conduct induction training for organisations. 4. We offer to groom to trainers within and out of the organisation through our train the trainer programs. 5. We also take up training initiatives as a drive for process improvement by conducting the GAP analysis. 6. We offer training programs to executives to groom on financial skills like Financial Planning, Financial Modelling, GST, Income Tax, Various Allied Laws. Campus Contributions: At student front, we assist students to learn and develop 1. Career counselling to students and their parents. 2. Focused programs on specific critical skills required for jobs. 3. Assist students in becoming well-versed in the corporate world through our campus to departmental applications. 4. Tie up with colleges and institutions to help them groom graduates to fit the corporate world. 5. Provide customised training in MS- Office applications. 6. Enrich your financial learning skills with us through our custom designed programs on financial planning, financial Modelling, GST and Taxation. 7. We provide training for a professional course like CA (Intermediate and Final) and CS (foundation, Executive and Professional programmes particular topics.

My Qualifications are BMS, DFM, PGDM and other relevant degrees. I have 4 years of Experience in Financial Analysis, Financial Planning and Consulting. I have understood the diffrences with respect to what Industry expects from post Graduates and what Mid tier institutes are delivering so I want to teach in the MBA colleges about Financial subjects.

Seasoned Finance professional with over 14 years of hands on experience in Indian Capital markets, Equity and Mutual Funds Research, Training Corporate Executives and Students. Trained over 1000 Financial Markets Professionals in a span of 1.5 years under the CPE Program. Conducted 4, One day long Management Development Programs for the personal of Reliance Energy and Reliance Infrastructure on the topic of â??Finance for Non Finance Personalâ??. Researched Mutual Fund Schemes; analyzed and prepared their performance reviews / reports. Interacted with fund managers regarding the performance of Various Schemes and General Market Conditions, the movement of funds and investment trends in the mutual fund industry and identified initial trends in a particular category. Trained the Sales Team on Market Trends and various Mutual Fund Products to enable them to understand the industry trends in a better manner and advise the client on the same appropriately. Counseled corporate clients and high net-worth individuals with regard to their Investment Prospects and Opportunities based on the afore-mentioned research.

MBA finance from ITM, Mumbai . Banking and Finance Professional, Soft Skills Trainer. Possess excellent bank Products Knowledge. Expert at personality development and grooming individuals in developing soft skills- Leadership Skills, Stress Management , Presentation Skills, Interview skills, Spoken English, Assertive Communication Skills etc. Having served for 18 years in different roles including Project Manager, Business Analyst, Operations Manager in top MNC Banks and IT Companies. Worked as Vice President for Goldman Sachs Delivery Manager for Miles Software Business Analyst, Project Manager at L&T InfoTech Analyst at Citigroup - Eserve.

Stock Market Institute (SMI) is one of its kinds of Institute providing real time learning to individuals about all financial services/products in Indian market and world market. Providing real-time learning through industry experts and applying the concepts in real time scenario is the uniqueness of SMI. The Idea behind SMI is to bridge the gap between theoretical and practical scenarios of stock market and other financial aspects. Where in most of the concepts that a student learn during his studies in college is not learnt by them knowing the importance of the same in real life, if they learn it just to score marks and later know about its importance they will find themselves lacking the confidence or having in-depth knowledge about the theory.

-- Chartered Account (CA) with more than 12 years of rich experience in corporate and financial service firms, - like KPMG India and Private Equity / Hedge Funds. -- Practical knowledge of Finance, Accounts, Taxation and Law subjects, pursuant to work experience. -- Teaching Finance, Accounts and MBA Candidates at various colleges across India -- Have been taking private tuition of CA, CS, ICWA, B.Com., M.Com and LLB students for theory as well as Practical Subjects. -- Believe in giving details practical as well theoretical knowledge of the subject in a way that writing examination becomes extremely easy. -- Learn with Fun and master the task. -- Conceptual clarity and student's satisfaction is the prime objective.

I am good at teaching subjects like financial management, Financial statement analysis, derivative, banking etc. I have taught these subjects at various institutes. Teaching is my passion. I enjoy sharing my knowledge to the student.