Courses · Video Lessons

Learn it
properly.
Once.

Two self-paced video courses — one for anyone who wants to get their financial life in order, one for investors who want to understand how to pick businesses, not just stocks. Built to last. Taught without an agenda.
Course 01 · Foundation
01

Personal Finance Masterclass

A complete, structured course on managing your financial life — from first principles. Budgeting, insurance, taxes, mutual funds, goal planning, and everything in between. No jargon. No product pitches. Just a clear framework you can use for the rest of your life.

Format Video Lessons
Level Beginner to Intermediate
Access Lifetime
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What the Course Covers
  • 01
    Financial Foundations
    How money actually works. Net worth, cash flow, the psychology of spending, and why most people stay stuck.
  • 02
    Insurance — The Foundation Layer
    Term life, health, disability. How to size coverage correctly and avoid the traps the industry sets.
  • 03
    Tax Planning
    Income tax, capital gains, 80C and beyond. How to structure your finances to keep more of what you earn — legally.
  • 04
    Mutual Funds & Asset Allocation
    How to pick funds, build a portfolio, and stop chasing returns. The equity-debt-gold framework explained simply.
  • 05
    Goal-Based Planning
    Children's education, home purchase, retirement — how to plan for each goal separately and track progress without anxiety.
  • 06
    Estate & Nomination
    Wills, nominations, joint holdings. The basics most people ignore until it is too late.
Course 02 · Advanced
02

Direct Equity Investing

For investors who want to go beyond mutual funds and understand how to evaluate businesses. How to read financials, assess management quality, identify durable moats, and construct a portfolio built for the long term — not the next quarter.

Format Video Lessons
Level Intermediate to Advanced
Access Lifetime
Enrol Now →
What the Course Covers
  • 01
    How to Think About Businesses
    The difference between a stock and a business. Why starting with the business — not the price — changes everything.
  • 02
    Reading Financial Statements
    P&L, balance sheet, cash flow — what to look for, what to be suspicious of, and how Indian filings differ from the textbook.
  • 03
    Moats & Competitive Advantage
    How to identify durable advantages — brand, switching costs, network effects, cost leadership — and test whether they are real.
  • 04
    Management Quality Assessment
    How to read management — track record, capital allocation, related-party transactions, and what promoters say versus what they do.
  • 05
    Valuation Frameworks
    DCF, earnings multiples, asset-based approaches — when to use each and how to think in ranges rather than point estimates.
  • 06
    Building & Managing a Portfolio
    Position sizing, diversification, when to sell, and how to stay rational when the market is not. A practical framework for long-term investors.
Why These Courses Are Different
No product.
No agenda.
These courses are not built to sell you anything. No fund recommendations, no broker referrals, no upsells. The only interest here is that you leave better equipped than you arrived.
Built from
22 years of practice.
The content comes from real advisory work — the questions clients actually ask, the mistakes that actually cost people money, and the frameworks that have held up over two decades in Indian markets.
Taught to
last.
The principles here do not change with the market cycle or the regulatory flavour of the year. One purchase, lifetime access, and material that will still be relevant a decade from now.

Self-paced.
Structured.
Yours to keep.

Common Questions
Do I need both courses?
Not necessarily. Personal Finance is the foundation — it covers everything you need to manage your financial life well. Direct Equity is for those who want to go further and invest in individual stocks.
I already know the basics. Is Personal Finance still useful?
Often yes. Most people who know the basics have gaps they are not aware of — insurance sizing, tax structure, nomination. The course is comprehensive enough to fill those.
Is the Direct Equity course suitable for beginners?
It helps to have some familiarity with investing before starting. If you are completely new, start with Personal Finance first — it gives you the foundation the equity course builds on.
Will the content be updated?
Yes. Tax laws change, regulations evolve, and new examples get added. All updates are included in your purchase at no additional cost.

Start where
you are.

Pick the course that matches where you are right now. You can always come back for the other. Both are one-time purchases with lifetime access — no subscriptions, no renewals.

Personal Finance Course → Direct Equity Course →