Successful investing starts with a clear plan. Without a roadmap, even the best investment products won’t deliver the results you expect. This 12-hour comprehensive course is designed for beginners who want to learn how to plan, allocate, and grow their money strategically. Whether your goal is building wealth, funding education, buying property, or securing retirement, this program will give you the knowledge and tools to make informed decisions.

🔹 What You’ll Learn

• 💡 Foundations of Investment Planning – Importance of goal-based investing and risk profiling.

• 📊 Asset Classes Explained – Equity, debt, gold, real estate, and alternative investments.

• 🏦 Equity & Mutual Funds – Stocks, ETFs, SIPs, and how to evaluate mutual funds.

• 💰 Debt & Fixed Income Products – Bonds, PPF, NPS, deposits, and their role in stability.

• 🛡️ Risk Management – Diversification, asset allocation, and hedging basics.

• 📈 Portfolio Construction – Building conservative, balanced, and aggressive portfolios.

• 📑 Tax & Efficiency – How to structure investments to maximize returns after tax.

• 🎯 Practical Case Studies – Real-life scenarios to apply learning.

✅ Key Outcomes

By the end of the course, you will:

• Understand how to evaluate and choose suitable investments

• Be able to design a diversified portfolio aligned with your goals

• Learn how to balance risk and return effectively

• Gain the confidence to start managing your own wealth with clarity

Perfect for: Students, beginners, and working professionals who want a structured approach to long-term wealth creation.