Personal Financial Planning (Indian version)

Playing the financial planning game correctly
Rating: 3.7 out of 5 (415 ratings)
5,236 students

All the Indian individuals interested in personal financial planning.
All Indian taxpayers wanting to keep track of investments
Folks interested in primary knowledge of financial planning
All the Indians taxpayers who want to simplify tax planning


  • Enthusiasm for learning basics of Financial Planning
  • Will to put personal finance planning on track



The course is basic course for personal financial planning along with some easy and direct actionable steps to fix your finances.

Main contents -

1. Basics  of financial planing

2. Features and characteristics of all popular investment products available in India

3. case studies with real world examples

Intriguing discussion around -

  1. Should we buy/rent home ? If buy, how ?

  2. Most effective way to invest in PPF

  3. Getting most from NPS

  4. Smart way to approach MFs

*As a bonus, the course attachments contains retirement planning excel and check-lists for buying term life insurance, health insurance and Mutual Funds.  (Checklist is available under 'Resources' section of last lecture.)

Happy Investing !!

Who this course is for:

  • All Indian money earners


Business Analyst with 9+ years of working experience
Vinayak K
  • 3.7 Instructor Rating
  • 415 Reviews
  • 5,236 Students
  • 1 Course

- Insurance and Financial market expert in compliance and data analysis area

- LOMA-ALMI® (Associate Life Management Institute) certified and ‘Series 65’ (NASAA: Uniform Investment Advisor Law Examination) licensed Business Analyst with around 9 years of experience in Financial Industry

- Latest interest and expertise area - FinTech, AML Regulation and standards (Anti-Money Laundering), KYC standards (Know Your Customer) and Dodd-Frank Act regulations.

- Professional Scrum Master (PSM)

- Personal financial planning enthusiastic

- Lifelong learner and avid reader