Money Mastery 101
Build Your Financial Foundation
About the program
Empower your financial future with our Personal Financial Planning class!
We will help you navigate the complex world of personal finance and learn how to build a comprehensive plan based on these six foundational pillars.
We believe education is key, so we educate you about personal finance concepts.
By the end of our program, you’ll be financially literate and equipped to make sound financial decisions ON YOUR OWN.
Earnings Engine
Maximizing your earning potential through active and passive income streams remains a priority. Afterall, there is no financial plan without constant flow of “finances”.
Smart Saver
It’s not your salary that makes you rich, it’s your spending habits. Be a smart saver by knowing the right budgeting tactics.
Debt Demolisher
Debt is a cruel master, but a great servant. Learn how to tame it and take your first step towards having a +ve networth.
Safety Netter
An ounce of prevention is worth a pound of cure and nothing better than choosing the right financial product that can avert your financial demise.
Wealth Builder
Investing is like a bar of soap. The more you handle it, the smaller it gets. Choose the right assets and sit on your asses for the long term.
Tax Tactician
In this world, nothing can be said to be certain, except death and taxes. Why not plan for the latter, while you still can!
What will you get?
1-on-1 Session
90-120 minutes long solo meeting to help you draft your personalized financial plan
Financial Product Selection
Customized commision free financial product selection based on your financial needs and wants
Custom Template
Premium financial planning template that captures every financial situation on a single sheet of paper
Follow-Up Calls
Constant access over WhatsApp with monthly follow-ups to continually fine-tune your financial plan
“…The earlier you start planning for your financial goals, the easier it is to achieve them……”
A THRIVING COMMUNITY OF
“If you believe in true young talent and want to see the different perspective in your financial planning, I would highly recommend to consult with Kashish.”
Mayur Kharde
Senior Consultant“Kashish is a thorough professional in what he does and knows his job. It was great to be mentored by Kashish for sorting my personal finances.”
Hemya Singh
Assistant Manager“I liked the way he explained the building blocks of personal finance and also gives a lot of stress on why a particular steps need to be taken. Full marks for being authentic and genuine.”
Paritosh Pradhan
Tax Consultant“His session is an eye-opener for somebody who never took money beyond savings and expenditure. Strongly Recommended 👍”
Abhishek Tiwari
Software Engineer“Kashish is a hard-working and dedicated guy who has in-depth knowledge in finance. His motive is to help people manage their finances and make them financially independent.”
Shivom Bansal
Analyst“Kashish is very proficient when it comes to finance and it was great to connect with him. I personally follow his content as well, which is quite enriching.”
Tanya Agrawal
Senior AnalystWhat are you waiting for?
Money Mastery 101
Build Your Financial Foundation