The course is aimed at enabling students to cultivate a paradigm that allows them to view personal financial planning and management as an integral part of their lives. In particular, the central theme revolves around helping students establish a conceptual relationship with wealth that allows them to navigate the practical nuances and challenges of personal finance.
Accordingly, the course is divided into three parts. The first part aims to facilitate an exercise whereby students are able to empathize with their future economic selves and their future financial needs. In doing so, students are able to appreciate the impact of basic financial concepts such as inflation, interest rates, economic opportunity costs and on their daily lives.
The second part introduces students to basics of valuation in a manner that allows them to value any productive asset – including themselves (their economic potential). This valuation exercise goes beyond just their personal finances and includes valuing anything from a college degree to a vacation. The session, thus, aims to provide students with both the tools and the paradigm that enable them to appreciate the economic opportunity costs of their actions and investment decisions.
The third part intends to help students navigate the practicalities of different investment classes and assets. It equips students with the tools necessary to decipher the different risk-adjusted returns of different investment avenues and helps them create a portfolio that is tailored to their personal financial needs.
In conclusion, the course aims to help students empathize with their future economic needs and seeks to provide a paradigm and framework that would help them fulfill the same.
| Organization/Institution | Position |
|---|---|
| Founder | Society of Financial Independence |
| Vice President | International Institute of Venture Capital, Private Equity, and Mergers & Acquisitions |
| Vice President | Private Equity Pro Partners |
| Associate | M & A and Private Equity team, Trilegal LLP |
| Academic Consultant | Jindal School of Environment and Sustainability |
| Instructor | National Stock Exchange (NSE) Masterclasses |
| Instructor | Haryana Institute of Public Administration |
| Instructor | Startup Accelerator Chamber of Commerce |
