Pick where you want to start.
We are at the very beginning of a long build. Many courses below are still on the roadmap. Anything marked Live is fully available now and free to use.
Financial Literacy
Free forever. For every Indian.
How SIP and compounding actually work
Forget the marketing slogans. Understand why ₹500 a month for 30 years can become ₹17 lakh — and where most people get the math wrong.
Why 12% is an assumption, not a promise
Where does the famous 12% Indian equity return come from? When has it actually shown up? And why do honest financial planners refuse to plan with it? A patient walk through the data.
Money basics — vocabulary in plain language
Eight words that gatekeep almost every financial conversation in India — interest, inflation, yield, real vs nominal, risk-free rate, liquidity, EMI, time-value of money. Plain Indian English, with worked examples.
Banking, credit, and EMIs
How banks really make money, what your credit score does, and how to read an EMI table without being fooled.
Spotting financial frauds in India
Ponzi schemes, fake brokers, UPI scams, "guaranteed return" traps, social-media pump-and-dump — the five faces of Indian financial fraud, the smell test that flags them, and what to do if you have already been hit.
Filing ITR-1 — step by step
A salaried person's walk-through of ITR-1, with screenshots and worked examples.
Term and health insurance — the bare essentials
How much insurance you actually need, why insurance and investment should never be combined, what the riders mean, and the questions to ask before you buy any policy.
NISM Certification Tracks
Career-launching certifications, taught right.
NISM Series 5A — Mutual Fund Distributors
The foundational certification for anyone advising on or distributing mutual funds in India. Highest demand, fastest path to a career in financial services.
Exam administered by NISM
NISM Series 22 — Mutual Fund Foundation
A simpler entry point to mutual fund advisory — covers the basics for those new to the industry.
Exam administered by NISM
NISM Series 8 — Equity Derivatives
Futures, options, and the equity derivatives market — required for anyone working as an approved user or sales person on the equity derivatives segment.
Exam administered by NISM
NISM Series 7 — Securities Operations & Risk Management
Back-office, risk, settlement, and operations across capital markets — the backbone of a securities career.
Exam administered by NISM
NISM Series 10A — Investment Adviser Level 1
The first half of the SEBI-mandated qualification for registered investment advisers.
Exam administered by NISM
NISM Series 10B — Investment Adviser Level 2
The second half — case-driven, focused on real client scenarios and portfolio construction.
Exam administered by NISM
Industry Domain Mastery
Going deep where it matters.
Mutual funds — a working professional's deep dive
Beyond the NISM syllabus — fund construction, factor exposure, expense drag, tax efficiency, and the realities of distribution in India.
Equity & derivatives mastery
Reading balance sheets, valuing companies, understanding the option chain — practitioner-grade skill.
Personal taxation for portfolios
Capital gains, debt taxation post-Budget 2024, NRI taxation, gifting, and inheritance — what every advisor must know cold.
Retirement & estate planning in India
NPS, EPF, annuities, wills, trusts, succession — the long-tail of personal finance most advisors skim over.
Professional Certifications
CFP and CFA — at last, accessible.
CFP® — Certified Financial Planner (FPSB India)
All five FPSB India modules plus the capstone case-study, taught for understanding rather than rote memorisation.
Exam administered by FPSB India
CFA® Level 1
All ten topics, reading-by-reading coverage, with India-context case material where the curriculum is region-agnostic.
Exam administered by CFA Institute
CFA® Level 2
Item-set focused — application-heavy, taught with Indian-market examples wherever the curriculum permits.
Exam administered by CFA Institute
CFA® Level 3
Portfolio-management essay paper — taught with structured frameworks for written response.
Exam administered by CFA Institute