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Introduction to Investment Planning

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Course offered by Paul Varghese

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Starting your investment journey can feel overwhelming, but the right planning makes it simple and effective. This 2-hour beginner-friendly session is designed to introduce you to the fundamentals of investment planning and help you take the first confident step toward building wealth.

In this interactive class, you will explore:

  • 💡 Why Investment Planning Matters – The importance of setting financial goals and aligning your money with them.

  • 📊 Understanding Asset Classes – Equity, debt, real estate, gold, and alternative investments explained in simple terms.

  • 🛡️ Risk vs. Return – How to identify your personal risk profile and choose suitable investments.

  • 🎯 Portfolio Basics – How diversification and asset allocation can protect and grow your wealth.

  • 🚀 Getting Started – Practical tools like SIPs, mutual funds, and index funds for first-time investors.

By the end of the class, you will:
✅ Understand the foundations of investment planning
✅ Learn how to match investments with your goals and risk appetite
✅ Have a clear, actionable roadmap to begin investing wisely

Perfect for: Students, beginners, and young professionals ready to make their money work smarter.

About the Trainer

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Paul Varghese

Bachelor of Business Administration (B.B.A.) from Mahatma Gandhi University in 2013

13 Years of Experience

I have over 14 years of experience in trading and investment management across global markets. My background includes working with boutique wealth management firms, ultra-high-net-worth family offices in Dubai, and proprietary trading setups. I’ve actively traded Forex, global equities, commodities, CFDs, and options. My teaching style simplifies complex trading concepts and focuses on risk management, trading psychology, and practical application. I aim to help learners gain confidence and consistency in the markets, whether they’re complete beginners or looking to level up.

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