- Learn about
Financial planning,Stock-Market,Mutual Funds - Financial-Planning
- Rules of
compounding - Taxation Planning
- Insurance
- Rules of
- Mutual-Funds
- Basic of Stock Market
- Fundamental-Analysis
Topics Covered
Financial Planning | 01-Budgeting and Investment
Manage your money 💰 in a proper way
📝 Topics Covered
- Basics of Budgeting (The 50-30-20 Rule)
- Why Saving & Investing is Critical
- How to Set SMART Financial Goals
- Core Parameters of Investment (Safety, Liquidity, Returns)
- Risk Management & Asset Allocation Strategies
- Types of Investment Schemes Categorized by Risk
Financial Planning | 02-Learn rules of compounding
Create higher returns and beat inflation
📝 Topics Covered
- Understanding Inflation & Purchasing Power
- How to Beat Inflation
- The Different Types of Interest (Simple, Compound, CAGR)
- Legendary Rules of Compounding (Rule of 72, 114, 144, 70)
Financial Planning | 03-Avoid tax but don't Evade tax
Make proper tax planning and reduce taxable income
📝 Topics Covered
- Basics of Tax Planning (Avoidance vs. Evasion)
- Core Tax Formula (Income, Exemption, Deduction)
- Tax Exemptions (Agriculture, LTCG)
- Deep Dive: Standard & Major Deductions (Sec 80C, 80D, 80G, etc.)
- HRA and Home Loan Interest Deductions
Financial Planning | 04-Various types of insurance
Safeguard to your family
📝 Topics Covered
- Basics of Insurance (Transferring Risk)
- Life Insurance Overview (Term, Endowment, ULIPs)
- Medical & Accidental Insurance
- How to Calculate Your Insurance Cover Amount
- Hidden / Default Insurance (RuPay, Bank Cards)
- PMJJBY & PMSBY Government Schemes Explained
Financial Planning | 05-Retirement Planning
Plan early for a peaceful retirement
📝 Topics Covered
- Getting Started with Retirement Planning
- Deep Dive: National Pension Scheme (NPS)
- NPS Rules, Asset Allocation, and Withdrawals
- Comparing Returns: NPS vs. ELSS vs. PPF vs. FD
Mutual Funds | 01-Introduction & MF vs Stocks
Core introduction to mutual funds and how they actually work
📝 Topics Covered
- Introduction to Mutual Funds (MF)
- How a Mutual Fund is Set Up (Sponsor, Trustees, AMC, Custodian)
- Mutual Funds vs. Direct Stocks
- Why Invest in Stocks vs. Mutual Funds
Mutual Funds | 02-Types of Mutual Funds
Understand the different categories and risks of mutual funds
📝 Topics Covered
- General Classification of Mutual Funds
- Active vs. Passive Management
- Deep Dive: Debt Funds & Liquid Funds
- Understanding ELSS & ETFs
- Direct Plan vs. Regular Plan
Mutual Funds | 03-Taxation on Mutual Funds
Understand how Capital Gains (STCG & LTCG) are officially taxed
📝 Topics Covered
- Capital Gains Explained
- Short-Term Capital Gains (STCG)
- Long-Term Capital Gains (LTCG)
- Taxation on Equity Mutual Funds
- Taxation on Debt Mutual Funds
01-Basic of Stock Market
Myth, Truth, Positive, Negative in Stock Market,
Topics Covered
- Investment Basics: Myths vs. truths of the stock market and historical returns.
- Market Entry: Primary vs. Secondary markets, required accounts (Demat, Trading, Saving), and required documents.
- Stock Exchanges: Core functions, revenue streams, and the journey of major Indian (NSE, BSE) and Global exchanges.