Personal Finance & Mutual Funds Masterclass Package cover

Personal Finance & Mutual Funds Masterclass Package

star star star star star_half 4.9 (12 ratings)

layers 6 Courses

Language: Hinglish

Enrolled Learners: 2906

Validity Period: Lifetime

₹9900 37% OFF

₹6200 including 18% GST

Take Control of Your Financial Future and Build Wealth Like the Pros!

Join the 4-Day Personal Finance & Mutual Funds LIVE Masterclass, a comprehensive program designed to help you master personal finance and mutual fund investing. This masterclass builds on foundational principles, diving deeper into expert strategies to help you create long-term wealth.

Discover how to multiply your money, build a strong portfolio, and make confident financial decisions.


What You'll Learn

Day 1 (Trial Class): Foundations of Investing

  • Basics of investing: why, where, and how.
  • Mutual Fund Essentials:
    • Active vs. Passive, Open-ended vs. Close-ended.
    • Expense Ratio, Direct vs. Regular Plans, Growth vs. IDCW Options.
  • CAGR, Absolute, and Rolling Returns.

Day 2: Mastering Mutual Fund Fundamentals

  • Evaluating AUM, Benchmarks, Fund Managers, and AMCs.
  • Key Metrics: Standard Deviation, Sharpe Ratio, Capture Ratio.
  • Tax Advantages and Overlap Analysis.

Day 3: Advanced Mutual Fund Analysis

  • Lump Sum vs. SIP, Step-up SIPs.
  • Thematic Funds, NFOs, and Ideal Fund Count.
  • ETFs, Index Funds, AI in Fund Selection, and Retirement Planning.

Day 4: Mutual Fund Portfolio Building

  • Building Portfolios: Cut-off Timings, NAVs, STPs, SWPs.
  • Taxation of Mutual Funds.
  • Platform Comparisons: Groww/Zerodha vs. AMC.
  • Investing in US Stocks.

Bonus Content

  • Insurance Masterclass
  • Credit Card Masterclass
  • Debt Management Masterclass
  • Financial & Retirement Planning Masterclass

Why Join?

  • Exclusive Community Access
  • Live Expert Sessions
  • Personal Guidance from Neeraj Arora, a seasoned wealth creator with a ₹24+ crore portfolio.

Who Is This For?

  • Beginners seeking a solid foundation.
  • Investors needing clarity and direction.
  • Risk-averse individuals and aspiring wealth builders.

Start your journey to financial independence today!

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