12+ Hours of Live Sessions
Lifetime access to an exclusive Telegram group
1 Year Access to Recordings
Special Calculator & Tools
What you will learn
Learn how to track income, expenses, and savings effectively
Understand debt management and loan repayment strategies
Learn tax-saving and wealth protection strategies
Develop consistency, patience, and long-term wealth mindset
Program overview
Starts on
5th July, 2026
Duration
1 Month
Sessions
3 live sessions
Live Curriculum
Ability to develop habits and systems that support sustainable financial growth
Understanding where to invest, how much, and for how long
Learning how mutual funds work and how to invest the right way
Allocate income efficiently between expenses, savings, and investments
Understanding basic financial risks and protecting against them
Strategically combining investments and tax planning for optimised financial efficiency
Identifying and avoiding common mistakes made by first-time investors
Mastery over money habits and the mindset that drives sustainable financial success
Join an exclusive Telegram community to engage with Sanjay Sir and program enrollees to discuss program related doubts and updates
What you will be able to do after this program
📈
Select, review, and rebalance your MF portfolio
Learn confidently choose mutual funds, align them with your goals, and track performance without confusion
⚡
Make your money work efficiently every month
You’ll manage income and expenses in a way that supports both current needs and future goals
⏳
Develop a wealth-building mindset
You’ll shift from short-term reactions to long-term planning for sustained financial growth
🧭
Move closer to true financial freedom
You’ll have the systems, discipline, and clarity needed to grow wealth consistently
Know your instructor
Sanjay Kathuria, CFA
Sanjay Kathuria, a CFA and MBA (Finance) graduate, retired at 39 after 16 years of corporate success. As the founder of Profits First, he's dedicated to financial literacy and independence through tailored investment strategies, specializing in options trading. With a background in engineering and a passion for empowering others, he's helped thousands achieve financial freedom through prioritizing profits and pursuing passive income.
Key concepts you should know before joining
Awareness of your tax slab
Understanding your saving capacity
Long-term financial planning mindset
Clear view of your monthly investment commitments
Who is this program for
Beginners who want to become professional traders
Working professionals who want to trade part-time
Traders who want to learn and apply new trading strategies
Retirees who want to build a new income stream
How will this program work?
01
The live session will be conducted online on Zoom. You will be able to join it through our website and app.
02
The session recording and study material, if available, will be given within 24 hours.
03
You will be able to join a WhatsApp community for program updates where Sanjay sir will answer your doubts & questions.
04
Complete the google form that will be shared with you to unlock lifetime access to our exclusive Telegram community.
*Disclaimer: The trade ideas, analyses, and strategies shared on this platform are for educational purposes only, and should not be interpreted as financial advice. Upsurge is not responsible for any losses resulting from applying the knowledge gained through the program. Upsurge is merely providing a platform to trainers to provide stock market and financial education, the content shared is that of the trainer.
First session starts on 5th July
Only 7 seats left
Frequently Asked Questions
Will Sanjay sir answer my question?
Yes, you can ask your questions directly to Sanjay sir. There is time specially reserved during the program for asking doubts. The Telegram group will also host regular discussions and provide ongoing support for program-related doubts.
Will this mentorship program be conducted live?
Yes, the program will be conducted live on Upsurge.club.
At what time will this program be conducted ?
You will find the program schedule once you enroll. If the timing changes, we will let you know the updated timing on the telegram group.
Can I skip a session?
We would recommend you to not skip any live sessions. But in case you miss anything, you can watch the recording of the session, which will be available 24 hours after the session ends.
How long will I have access to the recordings?
Recordings of the program will be available for one year from the date of the last live session.
Will I receive direct financial advice through this mentorship program ?
No, this mentorship does not provide personalized or direct financial advice. The mentorship focuses on financial awareness, planning principles, mutual fund education, tax concepts, and decision-making skills, rather than recommending specific products or investments.
Have more questions?
You can email us at support@upsurge.club or contact us
on +91 989 292 8335