Utpal KC

Learn To Plan Difficult Financial Goals

No Brainer Crores Planners

How to plan for a 8-figure goal starting with a 4-figure monthly saving without prior finance knowledge

by Utpal KC - India's #1 business wealth mentor with

institutional investment banking background

Join 5-day course

Wednesday, 1st May 2024

Next batch starts on:

After payment make sure you download your sign up bonus - a FREE ebooklet,

6 Steps To Select The Right Mutual Fund Using Utpal KC's Time-Risk Matrix.

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Rs 1,500/-

Rs 99/-

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Key Takeaways

By the end of the online training

You will be able to use spreadsheet to work out lump sum investment requirement to achieve a big future financial goal
You will be able to independently design a systematic investment plan (SIP) to meet any big financial goal
You will be able to work out rate of return of your investments and compare them
You will have confidence that you can create your own pension fund starting with an affordable investment
You will be able to identify which type of mutual fund (asset class) is good at what point of time.
Most Important: you will get an opportunity to join a community, free of cost, which believes in financial freedom for all, guided by Utpal KC.

Course Curriculum

Level 1: How to use a spreadsheet to calculate the amount after investing a lumpsum for 'n' years in your mobile without prior knowledge on spreadsheets. (Approx. 30 min video + Quiz)

Level 2: How much a monthly investment of Rs 'x' (SIP) will grow up to after 'n' years - calculate in seconds without understanding mathematics. (Approx. 30 min video + Quiz)

Level 3: How to calculate return on investment from SIP, lumpsum or any financial product and compare them without prior knowledge on finance. (Approx. 30 min video + Quiz)

Level 4: How to invest in mutual funds and switch between different types to optimize return even if you don't understand alphas and betas of investment. (Approx. 30 min video + Quiz)

Level 5: Crores Planners Masterclass

🔥Live session by Utpal KC with Q&A - Sunday, 10:30 am.

How to achieve a 8-figure goal starting with a 4-figure monthly saving without prior financial knowledge.

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About The Speaker

Utpal KC

Utpal KC is India's first business wealth mentor and only mentor with institutional investment banking background. with 25 + years experience.

As an analyst Utpal advised almost all major mutual fund houses in India and treasury departments of insurance companies and banks. He was regularly interviewed in national and international print, television and electronic media.

He analysed, consulted & restructured numerous companies for different purposes like fund raising, IPO, value unlocking and investment.

As a trainer he has trained over twenty thousand people so far. He has authored many books on investment and currently writing another book on finance.

By qualification he is an MBA in Finance, he earned master diploma in training and passed CFA Level 2 from CFA Institute, Virginia, USA.