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Two Free Workshops.
Two Experts.
Pick the One That Fits You. |
| Different financial stages need different conversations. We've curated two free workshops — conducted by authentic, expert, and lucid practitioners. Explore them below and pick the one that connects to where you are today. |
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| Free Workshop |
| Financial Freedom Workshop |
| The 'Life & Wealth' Roadmap |
| You earn well and save regularly — but do you have a roadmap to actual financial freedom? This workshop gives you the big-picture clarity before you pick any product. |
✔ Calculate your 'Financial Freedom' number and realistic inflation rate
✔ The critical shift from 'active' to 'passive' (but realistic) wealth
✔ Build the right balance sheet today, for peace tomorrow |
| Best for: People, especially in their 30s/40s, looking for a clear long-term plan. |
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Varun Malhotra
Financial Educator & Wealth Mentor |
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| Free Workshop |
| Passive Income from Mutual Funds & ETFs |
| Strategy & Execution Framework |
| Tired of tweaking funds every six months? This workshop is an out-and-out, zero-emotion, rules-based framework. |
✔ Active vs Passive investing — Action, ETFs and Index funds 101
✔ How to build and rebalance a portfolio that runs on auto-pilot
✔ Logics of Multi Asset vs single asset allocation in the long term |
| Best for: Anybody looking for an absolute low-maintenance passive portfolio. |
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Sanjay Kathuria
Mutual Funds & ETFs Educator |
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Not sure which one?
Start with Any.
* All these are completely free. No strings attached.
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