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  1. Courses
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  3. Guide to Personal Investing for Busy Indian Working Professionals

Guide to Personal Investing for Busy Indian Working Professionals

This course is crafted to help beginners take their first steps into the world of investing with confidence. It emphasizes the importance of investing early to grow wealth and safeguard against inflation.

Rashmi Rao
Rashmi Rao
Business | core | 5 hours 50 minutes |   Published: Feb 2025

    Discussions

Overview

1KSTUDENTS*
96.5%RECOMMEND*

This course includes:

  • On-demand videos
  • Practice assessments
  • Multiple hands-on learning activities
  • Exposure to a real-world project
  • 100% self-paced learning opportunities
  • Certification of completion

This course is crafted to help beginners take their first steps into the world of investing with confidence. It emphasizes the importance of investing early to grow wealth and safeguard against inflation. You’ll explore how smart financial planning can help secure both short-term and long-term goals, whether it's saving for a vacation, buying a home, or planning for retirement. 

The course covers a wide range of investment opportunities, including stocks, mutual funds and other assets, simplifying concepts like diversification and risk. You'll also discover different methods of investing, from systematic investing to lump-sum investments, designed to suit your financial comfort level and lifestyle.  Investing is as unique as the individuals are.  It needs introspection and planning and therefore there is no concept of ‘one size fits all’.  It is a continuous learning process, and this course will set the tone for a good start. 

You will also learn, Tax implications and useful tools, such as Demat accounts and popular online investment platforms, reference sources, making it easier for you to get started. With practical, easy-to-apply insights, this course aims to prepare you to make informed decisions and act toward building a solid financial foundation, all while avoiding common pitfalls and unnecessary risks. 

Skills You Will Gain

Personal investing
Basics of investing
Long-term and short-term investments
Tax-saving investment options
SIP vs lump sum investments

Learning Outcomes (At The End Of This Program, You Will Be Able To...)

  • Analyze the importance of investing, financial goal-setting, and risk management strategies to overcome fears about investing. 

  • Design a well-diversified portfolio by evaluating various investment options aligned with personal financial goals. 

  • Compare commonsense and strategic investing methods to optimize returns effectively. 

  • Implement tax-saving strategies, leverage investment tools, and make informed decisions to avoid common mistakes in personal investing. 

Prerequisites

To get the most out of this course, learners should have basic computer skills and a keen interest in personal investing. A foundational understanding of money management and familiarity with common financial products—such as savings accounts, fixed deposits, credit cards, loans, mutual funds, and insurance—will help participants engage more effectively with the course content.

Who Should Attend

This course is designed for a wide range of learners, including working professionals with disposable income, business professionals aiming to build financial acumen, and employees preparing to start their investment journey. It is also ideal for students interested in pursuing careers in investment management or personal finance. Whether you’re looking to grow your wealth or explore investment as a professional path, this course provides a strong foundation tailored to your needs.

 

Curriculum

Instructors

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Chapter 1: Introduction
2Chapter 2: Investments & Goals
3Chapter 3: Investment Opportunities
4Chapter 4: Types of Investing
5Chapter 5: Taxes & Tools
6Chapter 6: Conclusion

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 00: Welcome to the Course: Course Overview

Segment 01: Welcome and Course Goals

Segment 02: Tips for Helpful Completion

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 03 - Importance of Investment

Segment 04 - Setting Financial Goals

Segment 05 - Risk & Return

Segment 06 - Common Fears while Investing

Segment 07: Hands-On-Learning: Personal Investing for Working Professional

Segment 08: Reading - Inflation Lessons

Segment 09: Quiz - Investments & Goals

Rashmi Rao

Rashmi Rao

With over two decades of deep industry experience in global capital markets, Rashmi brings a wealth of knowledge to her role as an instructor. Her career has been dedicated to mastering the intricate functions of the front office, middle office, and back office within major investment banks. She has led comprehensive operations, ensuring seamless trade life cycles, precise trade validation, and effective settlements.

Rashmi’s expertise extends to market risk reporting and liquidity management—areas where precision and strategic insight are paramount. She is deeply passionate about financial literacy and firmly believes in empowering individuals with the knowledge to navigate the stock market confidently.

Her commitment to education is reflected in numerous articles and an e-book she has authored, focused on teaching financial concepts to children. Rashmi aims to demystify the complexities of finance and instill value-based learning from a young age. Her approach centers on making financial education accessible and engaging, preparing the next generation to make informed decisions.

Throughout her journey, Rashmi has been honored with awards such as the "Gold – Financial Markets Insights and Solutions" and has received recognition for client and partner success. These accolades underscore her dedication to excellence and her ability to deliver impactful solutions.

As an instructor, Rashmi strives to share her insights and practical knowledge, helping learners grasp the nuanced dynamics of financial markets and develop the skills needed for success.

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You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 23: Tax implications

Segment 24: Tools and Resources

Segment 25: Decision Making and Behavioural Finance

Segment 26: Mistakes to Avoid

Segment 27: Hands-On-Learning: Explore Beneficial Income Tax Exemptions

Segment 28: Quiz - Taxes & Tools

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 10: Basic financial products

Segment 11: Essentials to Build a portfolio

Segment 12: General Approach to begin investing

Segment 13: Portfolio Management Services

Segment 14: Hands-On-Learning: SIP Calculator Tool

Segment 15: Quiz - Investment Opportunities

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 16: Commonsense Investing

Segment 17: Strategic Investing Methods

Segment 18: Value Investing

Segment 19: SIP vs Lumpsum

Segment 20: Hands-On-Learning: Evaluate the Performance of SIP vs. Lumpsum Investing Over 10 Years

Segment 21: Reading - The Evolution of Value Investing

Segment 22: Quiz - Types of Investing

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 29: Course Wrap Up Video

Segment 30: Project: Personal Investment Plan