Stock Market Investing Course

Creating Wealth with Mutual Funds (English)

4.9

Learn from Gajendra Kothari

What You Will Learn

Importance of financial planning

How to allocate assets effectively to achieve your financial goals

Building wealth using mutual funds

Understanding the power of SIPs and SWPs

Key insights from Gajendra Kothari's portfolio

Your Course Overview

5 sections 19 topics 5 hrs 53 mins content

1. Introduction to Financial Planning

1 hr

Introduction

Importance of savings & investments

Basics of investment planning

Study material 1

About The Course

This course will teach you the basics of financial planning and investing, focusing on strategies like asset allocation, SIPs, and mutual funds. You'll learn how to build long-term wealth and manage your investments wisely. Through real-life examples, you'll gain valuable insights to help you make smart financial decisions and achieve lasting financial freedom.

In lesson 1, you'll discover why investing is crucial. You'll learn about the power of compounding and how starting early can help you build generational wealth.

In lesson 2, you'll learn how to choose the right asset allocation based on your goals, risk tolerance, and time frame. You'll also understand how to pick the right mutual fund that matches your risk appetite.

In lesson 3, you'll dive into the concepts of Systematic Investment Plans (SIPs) and Systematic Withdrawal Plans (SWPs). You'll learn how they can help you build and manage long-term wealth.

In lesson 4, you’ll take a closer look at Gajendra Kothari’s portfolio, gaining insights into how he has managed his wealth and allocated his investments. You’ll also uncover key lessons from his 20-year investment journey, offering valuable strategies for long-term success.

In lesson 5, you’ll learn the significance of financial planning and the role of a trusted advisor in shaping your financial future. We’ll wrap up by exploring how to use your wealth to achieve lasting happiness and financial well-being.


Course Highlights:


- Importance of financial planning
- How to allocate assets effectively to achieve your financial goals
- Building wealth using mutual funds
- Understanding the power of SIPs and SWPs
- Insights into my mutual fund portfolio & key learnings

Who is this course for:

- Students or working professionals who want to start their investing journey
- Individuals seeking to manage their own mutual fund portfolio with confidence
- Anyone who wants to start their investing journey
- Anyone looking for long-term wealth creation

Learn From - Gajendra Kothari

gajendra-kothari

Founder, Etica Wealth

15+ Years of Experience

Gajendra Kothari

Gajendra Kothari, CFA, is a financial expert, long-term investor, and founder of Etica Wealth. Inspired by the short film "One Idiot," Gajendra aims to help people achieve financial freedom by making their money work hard for them. With 20+ years of experience in Indian and global markets, he has conducted 500+ investor awareness sessions, empowering more than 1,50,000 participants to understand personal finance.

Frequently Asked Questions

946 Learners enrolled
Beginner Level
English
1 Year Access
Certificate of Completion
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