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
22nd November, 2026
Duration
2 Weeks
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
Get 2 courses taught by Sanjay Kathuria, CFA
₹1,998
FREE
See all courses included
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.
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
First session starts on 22nd November
Only 7 seats left
Have more questions?
You can email us at support@upsurge.club or contact us
on +91 989 292 8335