Anyone to Everyone including Salaried Class, Business Owners or Professionals settled anywhere in the World are busy in making money but seldom do they spend time in managing their hard-earned money. So much effort & hardships are invested by all in generating Profits and Incomes but seldom do they plan to invest or strategize their money. And finally, all of them hand over their hard-earned money to the Brokers/Agents or Financial Advisors (Disguised Brokers) at their disposal. But obviously, their choice of products or strategies is driven by their commissions/brokerages or incentives rather than being driven by our interests. Above all to assume that they must be capable to manage our money without having relevant qualifications or skill sets is foolish on our part.
Numerous people over the years including Large corporate & High Net worth Individuals have felt that no one has been guiding people on how to properly manage their money. In recent times, a lot of free, but not so authentic educational material has also started floating on social media, which is delivered by self-proclaimed experts. Also, the people working in the financial advisory domain are not trained properly on technical aspects; rather the training is more of “Motivational Sessions.”
On the other hand, in the last few years, the economic policies of India have resulted in massive FDI Inflows, benefiting especially Startups & MSMEs which have been growing at a healthy rate. Such inflows are expected to continue going forward, bringing huge growth opportunities with them. But the problem that remains is, there is nobody to guide them on how to strategize their businesses or plan the business activity to take the full benefit of the growth-oriented policies of the Government. Even the traditionally hired Chartered Accountants are mostly only providing services relevant to Audit, Taxation, etc, and are not acting as Business Advisors for such businesses when needed.
In order to plug this gap, such specialized Programmes were designed, created, and delivered by industry experts, in order to create sound Financial Advisors (Related to Financial Planning) & Business Advisors (Related to Financial Services), who can guide others based on changing dynamics of the Economy.
The mission revolves around Educating the Participants, in a contemporary practical manner with hands-on training through Projects, so that the present menace of Mis-Selling stands eradicated on one hand & genuine Financial Advisors or Business Advisors be produced with sheer technical knowledge to drive the Wealth & Business strategies for their Clients on other hands so as to create a New India- A Knowledgeable & Respectful India!!
Step 1 – Participants enroll in the Programme and come to attend classes for Few days of Classroom coaching after every Six months. They are taught the Subject matter by Industry experts, in a practical manner.
Step 2 – A Semester end project is assigned, which is the real deal as it enables participants to practically apply what they have learned during their Classroom classes, in their actual fieldwork back in their hometown.
Step 3 – The Exam is relatively application-based, mostly MCQ-based, and easy to pass once you have sincerely attended the classes. Our motive is to share knowledge, not test the memory of participants.
The dates for the 1st Semester will be announced soon.
|Subjects Name||Semesters||Time Duration||Fee in Rs.|
|Fundamentals of Financial Markets & Economic Policies||Sem-1||Year 1||55,000|
|Fundamentals of Financial Statement Analysis|
|Digital Marketing & Analytics|
|Excel Essentials for the Real World|
|Overview of Indian Banking & NBFC Industry|
|Semester – 1 End Project|
|Introduction to Financial Instruments- Bonds, Equities, Mutual Funds, Insurance/ULIPs||Sem-2||55,000|
|Advanced Financial Statement Analysis|
|Financial Analysis using Excel|
|Corporate Communication & Business Leadership|
|Understanding GST & Income Tax|
|Semester – 2 End Project|
|Insurance Products & Services||Sem-3||Year 2||55,000|
|Portfolio Analysis of Mutual Funds|
|Price Analysis of Equity Markets|
|Blockchain Technology & CryptoCurrency|
|Real Estate Dynamics & Analytics|
|Banking for Business Services|
|Semester – 3 End Project|
|Portfolio: The Return & Risk Management||Sem-4||60,000|
|Financial Derivatives: Hedging & Speculative decisionst|
|Estate & Retirement Planning|
|Advanced Financial Planning & Wealth Management|
|Semester – 4 End Project|
|Speciaization Fees (In Rs.)||25,000|
|Total Fees (In Rs.)||2,50,000|
One can choose any Two specializations from the following in Semester 3 from the below-mentioned list.
2) Mutual Funds
4) Real Estate
5) CryptoCurrency & Blockchain Technology
Apart from the subjects mentioned above Case studies and projects on current and relevant topics form a major part of the curriculum. The candidates shall be given Assignments that they shall have to submit within the prescribed time and format.