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You must be willing to develop good money habits.
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|Section 1: Introduction|
Introduction to the coursePreview
|Section 2: Basics of financial planning|
Defining financial objectives
Know your Networth
Understand your Cash Flow
Creating an Emergency Fund
|Section 3: Investment options|
Low and high return options
|Section 4: Some maths|
Future value and present value
|Section 5: How to reach your objectives|
Child's future planning
Saving for goals
|Section 6: Best practices|
Financial planning for someone in 20's
Financial planning for someone in 30'sPreview
Financial planning for someone in 40's
Ankur Kapur is a portfolio manager and a financial planner. Ankur is on the board of WK Advisors, which owns ankur kapur advisory. Ankur has also co-authored a book on personal finance, The Blueprint.
Ankur Kapur Advisory is a subsidiary of WK Advisors Pvt Ltd focusing on private wealth management for individuals and families. Ankur focuses on long term wealth creation while meeting any current, on-going or short-term requirements. He works with individuals and families who understand his approach and are not focused on short-term gains.
As a McKinsey consultant, Ankur helped various financial services companies set up offices in India. Ankur established his own financial advisory firm to provide genuine and researched advisory services to clients. Ankur believes in long term value creation and likes to work with clients who have similar focus.
Ankur is an alumnus of Delhi School of Economics, a CFA charter holder from CFA Institute, USA and CFP from FPSB India. He is also a Registered Investment Advisor with SEBI.