Mastering Investment & Portfolio Management: Complete Wealth-Building Journey
in Finance / Wealth Management & Perso...About this course
Set SMART financial goals and build a safety net before investing.
Before We Begin
1 Parts
- 0:20 Hr
Before We Begin
20 Min
Prerequisites & Readiness Check
1 Parts
- 0:15 Hr
Prerequisites for Mastering Investment & Portfolio Management
15 Min
Chapter 1: Your Money Foundation: Goals, Budget & Emergency Fund
2 Parts
- 1:30 Hr
Financial Goal Setting
45 Min
Budgeting & Emergency Fund
45 Min
Chapter 2: Understanding Investment Options: Equity, Debt & Gold
3 Parts
- 2:00 Hr
Equity (Stocks & Indices)
50 Min
Debt & Fixed Income
40 Min
Gold as an Asset
30 Min
Chapter 3: Mutual Funds, SIP & Index Investing
2 Parts
- 1:30 Hr
Mutual Funds & SIP
50 Min
Index Funds & Passive Investing
40 Min
Chapter 4: Time Value of Money: XIRR, CAGR & Inflation
2 Parts
- 1:25 Hr
CAGR & XIRR
45 Min
Inflation-Adjusted Goals
40 Min
Chapter 5: Reading Company Health: Financial Statements
2 Parts
- 1:35 Hr
Balance Sheet
50 Min
Profit & Loss
45 Min
Chapter 6: Stock Screening with Ratios
2 Parts
- 1:30 Hr
Key Ratios
50 Min
Using Screener.in
40 Min
Chapter 7: Technical Analysis: Charts & Timing
2 Parts
- 1:35 Hr
Candlesticks & Support/Resistance
50 Min
Moving Averages & RSI
45 Min
Chapter 8: Bonds, YTM & Safe Returns
2 Parts
- 1:25 Hr
Bond Basics
45 Min
Government Securities
40 Min
Chapter 9: Asset Allocation & Risk Management
2 Parts
- 1:25 Hr
Strategic Allocation
45 Min
Tactical Adjustments
40 Min
Chapter 10: Tax-Saving & Platform Mastery
2 Parts
- 1:30 Hr
Tax Rules
50 Min
Zerodha & Groww
40 Min
Chapter 11: Behavioral Discipline & Rebalancing
2 Parts
- 1:25 Hr
Common Biases
40 Min
Rebalancing Discipline
45 Min
Capstone Project 1
1 Parts
- 1:40 Hr
₹10 Lakh Diversified Portfolio Builder & Stress Tester
100 Min
Capstone Project 2
1 Parts
- 1:40 Hr
AI-Augmented Wealth Management Blueprint (₹10L to ₹10Cr Journey)
100 Min
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