Money Simplified

Personal Finance and Investing

Learn the logic behind practical aspects of money to master Personal Finance & Investing.

TBD

xx PM; xx Hours

Everyone said, make money.

They even taught us how to make money.

But no one taught us how to manage and grow our money.

School, College, Parents – No one.

Let’s change that.

Join this session

if you want answers to your questions

Investing is complicated

I don’t know when to invest, where to invest and how much to invest.

How to plan my retirement?

How much money will I need for retirement? How much should be my current monthly investment? How to efficiently utilise the retirement fund?

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Biggest decision of my life

Should I buy or rent a house? When should I buy a house?

Can’t afford a Portfolio Manager

Hiring a portfolio manager is expensive, so I just rely on my friends and family for investment advice.

Do not join this session

if these are your objectives

Get Rich Quick

I want to 2x-3x my returns every year. Well, most Get Rich Quick schemes are actually making people poorer. And we don't want that for you.

Want to learn Trading

This session is focused on investing, not on trading. According to SEBI, 90% of the traders lose money. And the remaining who don't, hardly beat FD returns.

roadmap

Curriculum

Fundamentals of Money

04:00 PM to 04:10 PM

Learn some absolute fundamentals that are essential to understanding how money works.

Assets & Liabilities

04:10 PM to 04:20 PM

Get a deeper understanding of what you own and what you owe.

Your Financial Assessment

04:20 PM to 04:30 PM

Proprietary Excel Tool – organize your financial details such as investments, loans, and insurance, and to estimate your net worth.

Investing in Debt

04:30 PM to 04:45 PM

It is the most common way to invest. Learn how to invest in it properly.

Investing in Gold

04:40 PM to 05:00 PM

Live Demo – learn how to invest in Gold and get above market returns.

When should you buy a Home?

05:00 PM to 05:25 PM

Proprietary Excel Tool – learn how to plan the biggest purchase of your life.

Investing in Mutual Funds

05:25 PM to 05:50 PM

Live Demo – learn when, where and how much to invest, and what strategies to adopt to make above-market returns.

Portfolio Building

05:50 PM to 06:15 PM

Case Studies – one of the most crucial aspects of investing which requires understanding your risk appetite to determine how your portfolio mix should change with time.

Retirement Planning

06:15 PM to 06:30 PM

Case Study – learn how to calculate your retirement corpus using my retirement planning tool. You will also learn how to start investing for your retirement and how to efficiently use the corpus post-retirement.

Meet Your Mentor

Mohit is an investor, teacher and a content creator.

He is passionate about finance and believes that every individual, whatever may be their age, must learn about money. Because money is attracted to those who understands and respects it.

So to simplify money for everyone, he started his Instagram channel in 2024 which has become an instant hit by garnering close to 100k followers within a span of 3 months.

And this live session is the next step towards fulfilling his vision - financial literacy for all.

Frequently asked questions

Haven't got your answer?

Is the course suitable for someone with no knowledge of investing?

Absolutely yes. The session is structured in a way to accommodate both beginners and intermediate-level investors. The class will begin with fundamentals and move to more advanced concepts in the later half.

How will I get the link to attend the live session?

Once you register for the session, you will receive your individual Zoom link to the email address and WhatsApp number you provided during registration. Please do not share this link with anyone, as it is unique and only one person can join the session with this link. Lastly, reminders will be sent before the session begins.

How will I get the tools?

They will be delivered to your registered email address within 24-48 hours of the masterclass.

What if I cannot attend the live session?

In that case, all the proprietary tools from the session will be shared with you. However, please note that the webinar recording will not be provided. Also, you will have an option to join the next live session for a nominal fee.

Who will be taking the session?

The live class instructor is Mohit Setiya.

In which language will the session be conducted?

Hindi (plus some English here and there)

What is your refund policy?

After attending the session, if you feel you haven’t learned anything new, you may claim our 100% money-back guarantee. Email us at info@mohitsetiya.com within 7 days of attending the course and we will refund your entire amount to your bank account.

Disclaimer:

The provided information is intended solely for educational purposes and should not be interpreted as investment advice. We do not offer any assurances or guarantees, whether explicit or implicit, regarding the products and services available through this platform. Additionally, it is important to note that past performance does not necessarily predict future returns. Before making any investment decisions or constructing a portfolio, it is essential to carefully consider your individual investment objectives, risk tolerance, financial goals, investment timeframe, as well as the associated costs. Lastly, investing in the securities market inherently involves risks, and the performance and returns of any investment portfolio cannot be accurately forecasted or assured. Prior to investing, it is strongly recommended to thoroughly review all relevant documentation and disclosures.

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