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Secrets of Wealth Management and Personal Finance
Rating: 3.7 out of 5(30 ratings)
2,435 students

Secrets of Wealth Management and Personal Finance

Learn the basics of Wealth Management and Personal Finance
Created byDr. Aniruddh Sahai, Ph.D. (Finance)
Last updated 12/2024
English
English [Auto],

What you'll learn

  • Secrets of Wealth Creation
  • Concept of Compounding
  • Top five personal finance books
  • When, where and how much to invest

Course content

1 section • 10 lectures • 29m total length

  • Introduction1:11

    Discover secrets to multiply wealth and build long-term wealth. Learn the core investing concept and a strategy to grow your portfolio, including who should invest, why, where, and how much.

  • Secrets of Wealth Creation3:50

    Develop wealth by building good money habits: spend within your means, invest savings in assets, and make informed asset choices with tax awareness for lasting financial success.

  • Most important concept of Personal Finance4:02

    Discover how compounding, the eighth wonder of the world, turns interest into wealth over time, illustrating exponential growth with the chessboard rice grain example.

  • Example showing this magic3:44

    Reveal how compounding magnifies returns across asset classes—fds, mutual funds, large cap, and small/mid-cap stocks—with 5%, 10%, 20%, and 30% returns over 5, 10, 20, and 30 years.

  • Simple strategy to become a Crorepati!2:07

    Apply a daily saving of ₹25 to grow your portfolio. Invest ₹750 monthly at about 15% returns; compounding could yield ₹1.1 crore in 35 years.

  • How to get 15 percent?2:12

    Grow wealth through equities or equity mutual funds with informed stock picks and rigorous research to pursue 15 percent returns, including multibagger opportunities and risk awareness.

  • Who, When, Where and How much to Invest?3:47
  • Become a FinMaestro!2:40

    Discover a two-hour masterclass on personal finance that teaches basics of financial planning, stock and bond selection, tax saving, property decisions, and investing in gold to build wealth.

  • Principles to live by2:51

    Practice patience with a long-term investing horizon to reap benefits over time. Share knowledge, pursue quality education, and turn ideas into action to grow wealth.

  • Top 5 Personal Finance Books3:26

    Explore the top five personal finance books, from rich dad poor dad to technical analysis of the financial markets, and learn essential investing mindsets and strategies.

Requirements

  • No previous knowledge of finance is required
  • Learners need to have a long term mindset towards wealth creation
  • Knowledge of basic mathematics is required

Description

Learn the basics of Wealth Management and Personal Finance. The course will introduce you to the world of finance and will enable you to understand how to build long term wealth. You will learn the essential and fundamental concepts behind the success of rich billionaires. It will give you important insights on developing good money habits and will even provide you with a simple strategy to become a crorepati easily. So take the first step towards financial freedom right now! The following are the main aspects of this course:


  • Good Money Habits: Dr. Aniruddh emphasizes the importance of cultivating good money habits, including living within one's means, proper allocation of savings into assets, and diligent tax filing.

  • Power of Compounding: Compounding, described as the eighth wonder of the world, is highlighted as a key concept for wealth creation, illustrated through a story of exponential growth and its application in investment portfolios.

  • Investment Strategy: Dr. Aniruddh introduces a practical strategy of saving just 25 rupees daily, emphasizing consistent investment and increasing contributions over time to achieve financial freedom.

  • Asset Allocation and Returns: He discusses the variability of returns based on different asset classes and time horizons, showcasing the potential returns of small and midcap stocks compared to fixed deposits over various durations.

  • Financial Education: Dr. Aniruddh stresses the importance of financial education, recommends books like "Rich Dad Poor Dad" and "Intelligent Investor," and encourages participants to invest actively in knowledge for further learning and advancement in their financial journey.

Who this course is for:

  • Beginner who wants to learn the basics of wealth creation and personal finance

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