To help people manage their finances in a better way and become Financially Independent, I have teamed up with experts to start Personal Finance Training and Telephonic Discussions. You will be able to get help on all your queries related to Personal Finance.
Why are we doing training
We aim to provide help & training on Personal Finance topics. Our mission is to help people achieve Financial freedom.
What trainings will be provided
We provide help on both regular topics (financial planning, Will, MF, Stocks etc) and off beat topics like (Alternate sources of Income, Earning Passive Income, Franchising etc).
Please refer to following table to understand the topics and suitability
|Topic||Details||Suitable For||Knowledge required to attend this session|
|#1 – Managing Finance amid COVID-19 and Job Losses => Online training||This course explains steps you should take to plan future amid job losses, how you can safeguard your family financially in COVID||Everyone||You should know basics of Personal Finance – Assets, Liabilities, MF, How Stock market works etc|
|#2 – Investment in Overseas Properties => Both Online training and Telephonic conversation||Options to invest in properties outside India which can give higher returns, process of investing||People looking to earn higher return from real estate People looking to have real estate as alternate source of income||None|
|#3 – Building wealth through Mutual Funds => Online Training||How to go about selecting MF and creating your portfolio||Everyone||You should know basics of Personal Finance – Assets, Liabilities, MF|
|#4 – Insurance & Personal Finance => Online Training||What all insurance should you have, how much sum assured you should take, till when you need insurance, how to manage personal finance||Everyone||none|
|#5 – Financial Planning and Wealth Creation => Telephonic Conversation||How to manage finances, ways to plan for future goals, how to create wealth from current earning. We will understand your current situation (assets/liabilities/needs/goals etc) and help you in preparing a financial plan to meet your goals||Everyone||none|
|#6 – Forms of business ownership => Telephonic Conversation||Types of firms we can create, pros and cons of them, process to register your firm||Those looking to start their own business||None|
|#7 – Introduction to Finance for Children => Online Training||Explaining personal finance concepts to children, tips to create wealth for better future||Kids, Parents with Kids||None|
|#8 – Creating wealth through Alternate sources of Income & Passive Income => Online Training||Different avenues where one can invest to earn income, options to become partners through investments, sharing the process and contact points||Everyone||You should know basics of Personal Finance – Assets, Liabilities, MF, How Stock market works etc|
|#9 – Writing a Will / Estate Planning => Telephonic Conversation||Help you understand how to write a Will, common mistakes which one should avoid and the format of the Will||Everyone||None|
|#10 – Learn the basics of Stock Market => Online Training||Learn the right way to do research and technical analysis and make profits from Share Market||Those interested in Trading / making money from shares||None|
|#11 – Learn the basics of Mutual Funds => Online Training||Learn how to select the right mutual fund, how to do a comparison between different mutual funds, concepts related to how mutual funds work, and how to calculate returns from the mutual funds. And of course the big question – Are mutual funds safe?||Those who want to invest in market but fear stocks||None|
|#12 – Learn concepts of NPS => Online Training||Understand what NPS is, the difference between Tiers, mode of investments, tax implications, withdrawal rules and other key things||Those who want to save additional tax or want to invest in NPS||None|
How to register for training
Please drop a mail on firstname.lastname@example.org with your name, contact number and the topic you are interested in. I will get back to you.
What is so special about this training
There are lots of people who give training on Personal Finance. However, we are confident that our sessions will be different from them due to following reason:
- We can connect you with the right people after training – Depending on your interests, we will try to connect you to someone who has already done it. So be it franchising, starting a business, property investment etc, we will help you with the initial handshake. This way, you will know do’s / dont’s and how to survive/succeed in that area
- We offer unique ways to generate alternative income – This will help you quickly achieve your goal of financial freedom
- Community – Over time, we plan to build and nurture our community of participants. This will help everyone succeed
- Help you become a potential investor/sleeping partner in someone else’s idea
Who will give the Training
As informed earlier, I have partnered with experts to help you. While Ameet Parande and I will cover maximum topics, there are few other experts to help/cover topics that are not our expertise. This is done because Personal Finance is a vast area and the questions which come up are often very diverse. Below is a brief bio about us
Ameet has been actively interested in Personal Finance since 2003. A DIY Investor in Mutual Funds since 2003, he has amassed a lot of wealth over the years and is now Financially free.
Over the years, Ameet has have delivered numerous trainings imparting knowledge on various aspects of Personal Finance. The Training topics have been on subjects like:
- Building wealth through Mutual Funds
- Insurnace & Personal Finance
- Financial Planning and Wealth Creation
- Invstement in Overseas Properties
- Forms of business ownership
- Finance & COVID-19
- Creating wealth through Alternate sources of Income & Passive Income
In the last 3.5 years, Ameet has trained over 600 individuals. In the corporate arena, over the years, his average rating has been an outstanding 4.65 out of 5.0.
On the field, Ameet has:
- Created comprehensive financial plans for people.
- Acted as an Insurance advisor for a start up tech company.
- Actively engaged with people, offering them financial solutions.
- Trained numerous people in the arean of Personal Finance.
- Supported hundreds of people on social media on Finance.
- Licentiate certified in Life Insurance (Insurance Institute India)
- Pursuing CFP (Certified Financial Planner)
Nishant’s interest in Personal Finanace started in 2010. Initially, it was limited to Mutual Funds. Gradually, Nishant realized that he needs a good understanding of many aspects of Finance to achieve dream of becoming Financially Free and retiring early.
So over time, Nishant explored and invested in various avenues in other ways than conventional to earn income and become financially free.
Nishant also gained entrepreneural experience via his startup called Home Meal. Unfortunately had to shut it down after 10 months due to lack of external funding. But the experience gained has helped him understand how things work in business.
Nishant follows his passion by writing blogs on www.savemoremoney.in and has published articles on diverse topics such as :
- Money saving tips
- Credit cards
- Income tax
- Ways to save money while travelling internationally
- Ways to earn alternate income
- To buy a house vs Stay on rent
How to join
To maintain the quality of training and ensuring that maximum individual queries are answered, our batch size is limited to max of 15 participants. The minimum number of participants required to conduct any training is 5. Telephonic conversation topics are generally one on one.
Please mail on email@example.com to submit your preferences.
Ameet, you had given extremely informative session on Finance. Thank you so, much Ameet for making us financially literate by providing such an interesting and productive session.Dhananjay Randhavan
I really enjoyed in this because you have covered each and every topic about finance for example gst, mutual funds which was totally grey area for me, such a gracefully. You always ask question, and provide answer also with elegant way, listen argument, questions from attendees.
Good to see you as enthusiast in such area!!
Senior Software Engineer
Barclays Global Service Centre Private Limited
Thank you very very much Ameet for all your sessions that you have taken and I have privileged to attend! I have learned from those sessions it has helped me in my day to day life especially the personal finance and MFs one. That session gave me the real picture of the behavior if the average or I should say 80% of people in this world have and people thinks that it’s very difficult. And because of your session it cleared all my understandings and gave me a good picture that how can we achieve the financial freedom in our life. I liked the facts you explained about the financial pyramid very much. I always had this belief that a good teacher is the one who can share and transfer his knowledge to his students 100%. And you are one of those artist whom I have been seeing doing it quite easily.Gopal Patil
Senior Software Engineer
Nuance India Pvt Ltd
The session helped me immensely to gain knowledge on personal finance. I was a complete novice when it came to managing/ saving/ investing money.Akshay lele
The session had lots of scenarios that acted as an eye opener towards effective money management.
On top of it Ameet has an incredible gift of explaining the things in a very simple way. The concepts of inflation, compounding where explained in detail.
Ameet was successful in convincing the below to me…
Whatever be your salary you will never have money to invest unless you start saving for investing with your current salary.
I would highly recommend this session
Lead Software Engineer
Tieto Software Technologies Pvt Ltd
I could say that I had almost zero understanding of how to evaluate health of our personal finances before I attended Ameet’s session. The clarity with which he explained the concepts of compounding, long term view of investment and comparison Mutual funds / Equity with other asset classes really made me rethink and learn more on this topic. Furthermore – why it is a must to have term-life-insurance, personal health insurance (on top of the one company provides) even before thinking about investment and what is the power of “good EMI” i.e. SIPs. So much influence his session has had on my way of thinking is that, I switched from regular plans to direct plan in mutual funds in few weeks and have become avid reader to keep myself updated on newspapers, books and journals on personal finance. One of the book he suggested “Millionaire next door” make us understand what is the difference between ‘looking rich’ and ‘being rich’. The un-biased opinion and guidance that Ameet gives is simply great and I am glad that I could attend his session. Looking forward to attend the new session that he is takes now to covers more topics related to personal finance beyond conventional investments.Sriram Kulkarni
Senior Bid Manager
Tieto Software Technologies Pvt Ltd
Financial Planning is one among the most neglected thing which must have to be at the top of our priorities. The Financial Planning, gives us stability, peace of mind, and calculative risk taking ability to get the best out of the market. It is very difficult to keep ourselves updated with the latest changes in policies, changing rules and various new opportunities, even if we have the basic knowledge of it. I thanks Ameet, for introducing it to me. I really appreciate his knowledge and his passion to make people financially strong and also his eagerness to update, learn and share more and more knowledge in this field. Not only, he helped many in understanding the financial instruments, but he gives his personal suggestions with proper justifications and examples, for the proper guidance. Apart from that, various discussions, puzzles and quizzes, initiated by him, help us to remember even the minute things in addition to just knowing them. He gives us the proper inside to differentiate what is shown to us in the financial market and what to see out of it. I would strongly recommend him to anybody who is willing to be financially sound but not getting the sufficient time, motivation or knowledge for the same. And of-course, his availability to respond to all the questions fired to him on which ever portal, makes him the best choice. Thanks Ameet for your guidance.Swastik Jain
Senior Software Engineer,
Tieto Software Technologies Pvt Ltd
I started my journey some 10 yrs back (oh yes, I have grown old). He introduced me to Mutual funds. I was sceptical. We both, me and my friend, started with two MFs with our SIP amount being 1K for each MF.Praveen Jaiswal
It wasn’t making sense to us back then. I even wanted to get out of it as I had to maintain balance in my account and I was afraid if I don’t pay one installment , I will lose all my corpus. But our enlightening continued. We started getting basics of investing. And after next appraisal I was invested in 3 MFs with my total invest per month standing at 6K.
Time started flowing, like it does always, even at this moment. After another year or so, I got married. We started our own family and welcomed our son to this world 2 years later. The small amount that i kept investing every month made a huge impact on my savings. I had accumulated close to 4L in savings from MFs. It came so handy when I was buying my first (and only ) house.
Since then there has been no looking back. I still remember his first words when he started giving us financial lectures, “Start small , start young”.
I am so thankful to him for giving me right guidance and direction when it was needed the most. I owe a lot to him for my current financial freedom (if I can call it that).
And best part about him is , he constantly try to enrich his knowledge. He is really mean in this department and lays his hands on almost every information available. He can not only guide anyone on how to do investment, but also on what health insurance to buy, why critical illness cover is good or bad, what is asset and how you can make more money by getting invested and much more.
He is my one stop solution for all finance and investment related queries.
Bless you Ameet !!!
Promobitech software Pvt Ltd