Introduction to Financial Planning

Introduction

Importance of savings & investments

Basics of investment planning

Study material 1

Strategic Investment and Asset Allocation

Understanding asset allocation

Mutual funds as an investment vehicle

Creating wealth through mutual funds

Study Material 2

Mutual Funds for Long-Term Wealth

Mutual fund investment framework

Power of SIP

Power of SWP

Study material 3

Personal Portfolio and Learnings

Deep dive into my mutual fund portfolio

Key learnings from my investment journey

Study material 4

Conclusion

Importance of financial planning

Why you need a good advisor in this journey

The art of wealth utilization

Study Material 5

Gajendra Kothari, CFA, is a financial expert, long-term investor, and founder of Etica Wealth. Inspired by the short film "One Idiot," Gajendra aims to help people achieve financial freedom by making their money work hard for them. With 20+ years of experience in Indian and global markets, he has conducted 500+ investor awareness sessions, empowering more than 1,50,000 participants to understand personal finance.

​This course will teach you the basics of financial planning and investing, focusing on strategies like asset allocation, SIPs, and mutual funds. You'll learn how to build long-term wealth and manage your investments wisely. Through real-life examples, you'll gain valuable insights to help you make smart financial decisions and achieve lasting financial freedom. In lesson 1, you'll discover why investing is crucial. You'll learn about the power of compounding and how starting early can help you build generational wealth. In lesson 2, you'll learn how to choose the right asset allocation based on your goals, risk tolerance, and time frame. You'll also understand how to pick the right mutual fund that matches your risk appetite. In lesson 3, you'll dive into the concepts of Systematic Investment Plans (SIPs) and Systematic Withdrawal Plans (SWPs). You'll learn how they can help you build and manage long-term wealth. In lesson 4, you’ll take a closer look at Gajendra Kothari’s portfolio, gaining insights into how he has managed his wealth and allocated his investments. You’ll also uncover key lessons from his 20-year investment journey, offering valuable strategies for long-term success. In lesson 5, you’ll learn the significance of financial planning and the role of a trusted advisor in shaping your financial future. We’ll wrap up by exploring how to use your wealth to achieve lasting happiness and financial well-being. Course Highlights: - Importance of financial planning - How to allocate assets effectively to achieve your financial goals - Building wealth using mutual funds - Understanding the power of SIPs and SWPs - Insights into my mutual fund portfolio &amp; key learnings Who is this course for: - Students or working professionals who want to start their investing journey - Individuals seeking to manage their own mutual fund portfolio with confidence - Anyone who wants to start their investing journey - Anyone looking for long-term wealth creation

Creating Wealth with Mutual Funds (English)

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