Mastering Personal Finance
Overview
All my experience of being licensed in financial services since 2015 has been packed for you in this webinar.
I'll share how you can learn understand your money psychology—which is the foundation to all your money decsions. Then, I'll share how you can select mutual funds and use them to buy your dream home, go for a vacation and even plan for your retirement.
This masterclass is not for those who are looking to get rich quick. Such a concept doesn't exist. But if you're serious about setting yourself up for a solid financial future, then join me on Sunday, 15th Septemeber at 11 am.
And, for every masterclass bought, I will be donating 3 meals to an underprivileged school child.
As a part of the masterclass, you will also get the following 8 proprietary personal finance tools:
- FIRE tool / Money Needed for Retirement Calculator
- Index fund selection tool
- Loan tracker
- Short term investment selection tool
- Investor Persona tool
- Super top up selection tool
- Investment taxation tool
- SIP Step-up Goal Sheet
What you will learn
How to select mutual funds?
By the end of the masterclass, you'll know how to select different types of mutual funds (index funds).
Saving for a vacation or a new phone
Do you to invest for short-term goals that are 0-4 years away? I'll share how you can go about it, and also where to invest money that you will need for a vacation, home loan downpayment etc.
How to plan for retirement?
First up, you need to know how much money you'd need for retirement. After you know that through the calculator I share, I'll share investing strategies to get there.
Understand your investing psychology
Everyone has had different experiences with money. So, understanding your investing persona is very important. I dive deep into this while sharing a tool that will help you know more about yourself.
Optimal Order of Investing Money
How should you prioritize allocating money to your various financial goals? I share an easy 7-step framework that will help you take control of your money.
Don't be fooled by insurance!
Insurance agents can take you for a ride. So, I bust all the insurance myths and share with you how you can get the best term and health insurance while paying the least possible money.
More about the hosts
Udayan Adhye has helped over 1,000 families make better financial decisions. He has been licensed in financial services since 2015, first in insurance and then in mutual funds. He has over half a million followers across his social media channels.
