Course Overview

The course begins with a clear trailer session that gives you a complete roadmap of personal finance and how each part of your financial life is connected. You will understand why most people struggle financially and how you can avoid common mistakes from the beginning.

You will learn the D A I I S E of Life framework which explains how income, assets, investments, insurance, savings, and expenses should work together in a balanced way. This framework helps you create a strong foundation for lifelong financial stability.

Module No 01 : Master in Personal Finance

Master in Personal Finance is a complete practical course designed to help individuals take full control of their money and build long term wealth with clarity and confidence. This course focuses on real life financial decisions and proven strategies that work in everyday life, not just theory.

Money Management and Debt Understanding

This course teaches the rules of money management so you can handle your income smartly, control expenses, and save and invest with discipline. You will also break common myths related to loans and credit and learn how to use debt wisely instead of fearing it or misusing it.

Protection and Safety of Capital

You will understand how insurance plays a critical role in protecting your capital and family’s future. The course explains which insurance is necessary, which is not, and how to choose the right plans without wasting money.

You will also learn about safe and secure money market instruments that help preserve capital while generating steady returns, making your financial plan more stable and reliable.

Tax Planning and Wealth Transfer

The course covers practical tax planning techniques that help you save more legally and efficiently. You will also learn the importance of will planning so that your wealth is transferred smoothly to your loved ones without complications.

Life and Goal Planning

Personal finance is not just about money, it is about life. This course helps you plan your life goals clearly and align your finances so you can live the life you truly dream of without financial stress.

Wealth Creation Journey

The final part of the course focuses on building a long term wealth roadmap and guiding you step by step to achieve a five crore portfolio with a disciplined and structured approach. You will learn realistic strategies, time planning, and mindset required to reach this milestone confidently.

 Module No 02: Indian People And share Market

This module explains the relationship between Indian people and the share market. You will understand why most Indians hesitate to invest, common beliefs around stock markets, and how the right knowledge can change your financial future.

Why Share Market

This section explains why the share market is one of the most powerful tools for wealth creation. You will learn how inflation affects savings and why investing in the share market is important for long term financial growth.

Trader vs Investor

You will clearly understand the difference between a trader and an investor. This topic helps you decide which path suits your personality, time availability, and financial goals so you can avoid confusion and wrong expectations.

Types of Asset

This section introduces different types of assets such as Tangible asset, intangible asset, financial asset

 Basics of Stock Market

This topic covers the foundation of the stock market including shares, indices, market participants, how buying and selling works, and how prices move. It builds a strong base for beginners with no prior market knowledge.

Past and Present of Exchange

You will learn the history and evolution of stock exchanges in India and globally. This section explains how exchanges have developed over time and how modern technology has made trading faster, safer, and more transparent.

Module No: 03 Rule Book for Intraday and Delivery Trading

This module focuses on building discipline and consistency in trading. You will learn clear rules for intraday and delivery trading including trade planning, entry and exit methods, stop loss usage, position sizing and risk control. The goal is to help you trade with confidence, avoid emotional decisions and follow a structured approach in real market conditions.

Types of Demat Account
This module explains different types of demat accounts available for investors and traders. You will learn about individual accounts, joint accounts and accounts for trading and investment purposes. It also covers how to choose the right demat account based on your trading style and financial goals.

Intraday Trading
This section explains the complete concept of intraday trading where positions are opened and closed on the same day. You will learn intraday strategies, order types, timing, risk management and common mistakes to avoid while trading in fast moving markets.

Short Sell Trading
This module teaches how to profit from falling markets using short selling. You will understand how short selling works, the rules involved, margin requirements and risk management techniques to safely trade when prices are moving downward.

Delivery Trading
This module focuses on delivery based trading for short term to long term investment. You will learn how to select stocks for delivery trades, holding period planning, capital management and how delivery trading differs from intraday trading in terms of risk and returns.

 Module No: 04 Learn Types Of Order

This module introduces different order types used in the stock market. You will understand how each order works and when to use it for better trade execution, risk control and profit booking. This knowledge helps you trade confidently and avoid costly execution mistakes.

Market Order
This section explains how a market order works and when it should be used. You will learn how orders are executed instantly at the best available price and the situations where market orders are suitable or risky.

Limit Order
This module explains limit orders in detail. You will learn how to buy or sell a stock at a specific price and how limit orders help in controlling entry and exit prices in both intraday and delivery trading.

Stop Loss Order
This section focuses on stop loss orders and their importance in risk management. You will learn how to place stop loss correctly to protect your capital and limit losses during unfavorable market movements.

Target Order
This module explains how to predefine profit booking levels using target orders. You will learn how to lock profits systematically and avoid emotional exits during volatile market conditions.

Cover Order
This section explains cover orders used mainly in intraday trading. You will learn how cover orders combine market or limit entry with a compulsory stop loss to reduce risk and enforce trading discipline.

Full Cover Order
This module explains full cover orders where both stop loss and target are predefined. You will learn how this order type helps in automated trade management with controlled risk and planned reward.

After Market Order
This section explains after market orders that are placed outside market hours. You will learn how these orders are executed when the market opens and the precautions to take while using them.

Price Alert Order
This module explains how price alerts help traders track stock movements. You will learn how to set alerts to identify trading opportunities and manage existing trades without constantly monitoring the screen.

Good Till Traded
This section explains good till traded orders that remain active until executed or cancelled. You will learn how this order type helps in long term planning and efficient order management.

Trailing Stop Loss
This module teaches how trailing stop loss works to protect profits. You will learn how to move stop loss as the price moves in your favor, helping you maximize gains while limiting downside risk.

Module No: 05 1st Step Towards Technical Analysis

This module introduces the foundation of technical analysis. You will learn how price and volume reflect market psychology and how technical analysis helps in timing entries and exits effectively.

Fundamental vs Technical Analysis
This section explains the difference between fundamental analysis and technical analysis. You will learn when to use each approach and how both can work together to improve trading and investment decisions.

Basics of Line Chart
This module explains line charts and their usage. You will learn how line charts are formed, what information they provide and how they help in identifying overall price direction.

Formation of Bar Chart
This section explains bar charts in detail. You will learn how open, high, low and close prices are represented and how bar charts help in understanding daily price behavior.

Backbone of Technical Analysis Candlestick Chart
This module focuses on candlestick charts which are the backbone of technical analysis. You will learn how candlesticks are formed, what different candle structures indicate and how they reflect market sentiment.

Right Frame with Timeframe
This section explains the importance of selecting the right timeframe. You will learn how different timeframes suit different trading styles and how to align timeframe selection with intraday, swing or delivery trading.