Managing your wealth shouldn't be overwhelming. That's why we're here to guide you through the complexities with ease. Our team of experienced wealth management professionals is ready to empower you with the knowledge you need to take control of your finances.
Do you think?
- 🤔 "I don’t understand complex finance/investment concepts."
- 🤔 "I don’t know how to invest and where to invest."
- 😟 "I don’t know about Financial Planning."
- 🤔 "I don’t know how to plan my finances (retirement, child education, etc.)"
If YES, then you are at the right place.
Who is this masterclass for?
Young Graduates:For those who want to start investing early and retire early or start their own business.
Working Professionals:For those who want to simplify investing and meet all their life goals and retire lavishly.
Business Owners:For those who want to focus on their business growth while making their personal wealth grow as well.
Aspiring Rich:For those who want to attract abundant wealth and cultivate a wealthy mindset.WHAT WILL YOU LEARN?
In our 2 Hour Personal Finance Masterclass
Dejargonise Finance
Understand basic finance concepts and terminology relevant for your personal finance and break the 'I don't understand numbers' mindset.
Build a Strong Base
Identify all your income sources, create your emergency fund & insurance. Learn how to protect your savings from inflation and know the tax saving secrets.
Match Investments
Start to set your financial goals and calculate funds for your retirement, home, children's education, travel, etc. Do asset allocation based on your risk profile.
Attract Happy Money
Heal your money wounds, identify the energy of your money and understand the secrets of opening the flow of happy money - secrets of the wealthy!
Grow Your Wealth Box
Put together your income, savings, and investments. Learn the process, parameters, and frequency to review your wealth box.
Frequently Asked Questions (FAQs)
We currently have 200+ active investors from various backgrounds, including full-time professionals, government and PSU officers, gig or platform workers and homemakers
Nidhi Singh
“Thanks a lot Shruti. As a freelancer not earning IIM salary, I am now lil worried but this session has been an extremely good starting point for me to commence thinking and taking action for long term financial stability. Thanks a ton!”
Tamanna Gupta
“This is fab! thanks a bunch”
Nischala Murthy Kaushik
“Thanks for this session. I will connect once I do my homework. Thanks”
Avi Maheshwari
“Really Great Session. It was a very detailed session. I totally loved it.”
Pavithra Chengappa
“Thanks a lot Shruti”
Debashree Mohapatra
“Thanks a lot! Super Helpful”
Krittika Swamee
“Thank you so much for the wonderful session”
Smitha Hegde
“Loved the concept of happy money. And scarcity mindset type. I am definitely a worrier. I got clarity in your session today on how much the worry is not warranted and what concrete steps I need to take to improve my wealth. Awesome session!!”
Sai Aishwarya G
“Thank you, It's super insightful!”
Nandita Menon
“Thank you Abhishek”
Nazreen Mohamed
“Quite a holistic presentation, Shruti. Enjoyed the session!”
Himani Kumar
“Very good session and so well managed. Emotional intelligence and relationship with money stood out the most”
Archana Birla
“Just left the house but was a great session!”
Thanu Shree
“Thanks for the amazing session Shruti :)”
