Building wealth is not about earning more—it is about making smarter financial decisions consistently over time. This comprehensive masterclass is designed to help professionals, entrepreneurs, and aspiring investors develop the knowledge and confidence to build, grow, protect, and transfer wealth across generations. Participants will gain a practical understanding of money, financial planning, asset allocation, and the major investment options including stocks, mutual funds, index funds, bonds, gold, real estate, cryptocurrencies, and global markets. The course also covers company valuation, long-term investing strategies, portfolio diversification, risk management, and emerging technology trends that could shape future investment opportunities. Beyond investing, participants will learn how to avoid common financial mistakes, protect their wealth through insurance and estate planning, and create a personalized wealth-building roadmap. Packed with real-world examples and actionable frameworks, this workshop equips participants with the skills to make informed financial decisions and achieve longterm financial independence and generational wealth.
Money Matters: Creating Generational Wealth.
Original price was: ₹7,999.00.₹4,999.00Current price is: ₹4,999.00.
From the definition of money to stocks, crypto and global markets. Understand every asset class, evaluate companies like a fund manager. The financial acumen you need to build generational wealth!
Program Curriculum
Module 1 30 mins
The Wealth Mindset
- 1.1 What is Money?
- Evolution of Money
- Why Money Exists
- Money vs Wealth
- 1.2 Wealth vs Income
- High Income ≠ Wealth
- Net Worth
- Financial Freedom
- Financial Independence
- 1.3 The Power of Compounding
- Why Time Matters More Than Returns
- Inflation & Purchasing Power
Module 2 40 mins
Building a Strong Financial Foundation
- 2.1 Managing Cash Flow
- Budgeting
- Saving Habits
- Pay Yourself First
- 2.2 Emergency Fund
- How Much is Enough
- Where to Keep It
- 2.3 Managing Debt
- Good Debt vs Bad Debt
- Credit Score
- Interest Traps
- 2.4 Protecting Your Wealth
- Life Insurance
- Health Insurance
- Disability Insurance
- Term vs Investment Insurance
Module 3 60 mins
Understanding Asset Classes
- Cash & Money Market Instruments
- Fixed Deposits
- Bonds & Government Securities
- Debentures
- Gold
- Physical Gold
- Gold ETF
- Sovereign Gold Bonds
- Real Estate
- REITs & InvITs
- Stocks
- Mutual Funds
- Index Funds
- ETFs
- Cryptocurrency
- Bitcoin
- Ethereum
- Stablecoins
- Risks & Regulations
- Alternative Investments
- Private Equity
- Venture Capital
- Commodities
Module 4 75 mins
Understanding the Stock Market
- How Stock Markets Work
- Primary vs Secondary Markets
- IPOs
- Market Indices
- Types of Investors
- Trading vs Investing
- Types of Trading
- Intraday
- Swing
- Positional
- Options (Overview)
- Futures (Overview)
- Fundamental Investing
- Technical Analysis (High-Level)
- Charts
- Trends
- Support & Resistance
- Volume
Module 5 75 mins
Company Valuation & Investing
- Reading Financial Statements
- Revenue
- Profit
- Cash Flow
- Balance Sheet
- Business Quality
- Economic Moat
- Company Valuation
- PE Ratio
- PB Ratio
- PEG Ratio
- ROE
- ROCE
- Free Cash Flow
- Debt to Equity
- Growth vs Value Investing
- Dividend Investing
- Finding Multibaggers
Module 6 45 mins
When to Buy & When to Sell
- Buying Great Companies
- Dollar Cost Averaging
- SIP Investing
- Market Cycles
- Bull & Bear Markets
- Rebalancing
- Exit Strategies
- Common Investor Mistakes
Module 7 35 mins
Mutual Funds & Passive Investing
- What are Mutual Funds?
- Types of Mutual Funds
- Index Funds
- ETFs
- Expense Ratio
- Choosing the Right Fund
- SIP vs Lump Sum
Module 8 40 mins
Investing Beyond India
- Why Invest Globally?
- US Markets
- NYSE
- NASDAQ
- Investing in US Stocks from India
- International ETFs
- Currency Diversification
- Tax Considerations
Module 9 45 mins
Investing in the Future
- Identifying Megatrends
- Artificial Intelligence
- Semiconductors
- Robotics & Automation
- Autonomous Vehicles
- Space Economy
- Cybersecurity
- Quantum Computing
- Nuclear Energy
- Energy Storage
- Biotechnology
- Digital Infrastructure & Data Centers
- Water & Sustainability
Module 10 35 mins
Building Your Wealth Portfolio
- Asset Allocation
- Diversification
- Risk Management
- Portfolio Review
- Rebalancing
- Age-Based Investing
Module 11 30 mins
Protecting & Passing on Wealth
- Estate Planning
- Wills
- Nomination
- Family Trusts (Introduction)
- Passing Wealth to the Next Generation
- Teaching Financial Literacy to Children
Module 12 20 mins
Avoiding Wealth Destroyers
- Financial Scams
- Ponzi Schemes
- Emotional Investing
- FOMO & Panic Selling
- Behavioral Finance
Module 13 30 mins
Creating Your Personal Wealth Blueprint
- Net Worth Statement
- Emergency Fund Goal
- Debt Reduction Plan
- Asset Allocation
- Monthly Investment Plan
- Retirement Goal
- Children’s Education Goal
- Wealth Protection Strategy
- Estate Planning Checklist
- 10-Year Wealth Roadmap
Bonus Resources
Templates & Tools
- Net Worth Calculator
- Personal Financial Planning Workbook
- Asset Allocation Calculator
- Retirement Planning Template
- Mutual Fund Evaluation Checklist
- Stock Analysis Framework
- Company Valuation Cheat Sheet
- AI Prompt Library for Investment Research
- Portfolio Review Spreadsheet
- Financial Goal Planner
- Wealth Tracker (Excel)
- Recommended Reading List
- Monthly Portfolio Review Checklist
10 reviews for Money Matters: Creating Generational Wealth.
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Binu Thomas –
“As an NRI working in Dubai, I always found it complicated to understand where and how to invest — both in India and globally. The module on investing beyond India, including US markets, international ETFs, and currency diversification, was exactly what I needed. The tax considerations section helped me understand my obligations clearly. The Personal Wealth Blueprint I created during the session is now my financial roadmap for the next 10 years. Absolutely outstanding course content and delivery.”
Senior Project Engineer, ADNOC, Dubai, UAE
Shruti G. –
Taught me how to evaluate mutual funds on my own.
“I used to just buy whatever mutual funds my friends recommended. Now, I understand expense ratios, index funds, and asset allocation. The mutual fund checklist has completely optimized my current portfolio.”
Senior UX Designer
Suresh Babu Krishnan –
“I have been earning well for over a decade but had very little to show for it in terms of real wealth. My money was sitting in FDs and savings accounts and I had no idea what to do with it. This masterclass gave me the complete picture — from understanding asset classes and stock market basics to company valuation and portfolio construction. The module on investing in megatrends like AI, semiconductors, and energy storage opened my eyes to opportunities I had never even considered. I have now started my first equity portfolio with a clear strategy.”
Senior Architect, HCL Technologies, Noida
Manish K. –
Invaluable lessons on wealth protection and estate planning.
“Most courses only tell you how to make money. This is the only one that spent dedicated time on protecting and passing it on through Wills, term insurance, and estate planning. Truly essential for building generational wealth.”
Tech Entrepreneur
Karan J. –
Outstanding coverage of global markets & future megatrends!
“I loved the forward-looking approach of this course. It doesn’t just cover standard mutual funds—it explains how to invest in US markets and position your portfolio to benefit from megatrends like AI, semiconductors, and cybersecurity.”
Software Architect
Dr. Anitha Rajan –
“I am a doctor and have absolutely no background in finance or investing. I was making good money but had no idea how to grow it beyond traditional fixed deposits. This course was designed in a way that made complex financial concepts completely accessible to a non-finance person like me. The company valuation module, which I expected to go over my head, was explained with such clarity and practical examples that I was able to analyse my first stock within a week of the session. The wealth destroyer module on emotional investing and FOMO also helped me avoid a very bad investment decision.”
Consultant Physician, Apollo Hospitals, Hyderabad
Divya T. –
Helped me avoid emotional investing traps.
“I used to panic-sell during market dips and buy under the influence of FOMO. The behavioral finance section helped me build the discipline to stick to my SIPs and navigate market cycles calmly. Absolutely worth it!”
Operations Lead
Pooja N. –
Finally, a clear roadmap to financial independence.
“The ‘Personal Wealth Blueprint’ exercise at the end was outstanding. I finally have a calculated emergency fund goal, a clear debt reduction plan, and a structured monthly investment plan that aligns with my long-term targets.”
Senior Marketing Manager
Aditya V. –
The most comprehensive personal finance masterclass.
“I earn well, but I didn’t know how to grow my wealth systematically. This course took me from basic asset allocation to valuing companies like a pro. The lesson on economic moats and balance sheets was eye-opening.”
VP of Engineering
Meenakshi Iyer –
“I attended this masterclass specifically because I wanted to understand how to protect and eventually pass on wealth to my children. The estate planning, wills, nomination, and family trust modules were something I had never seen covered in any financial education programme before. Beyond that, the section on teaching financial literacy to children gave me a practical framework to start those conversations at home. This is not just an investing course — it is a complete life wealth education programme.”
General Manager, L&T Finance, Mumbai