Breaking the biggest myth in investing and discover how to turn your existing mutual fund into a steady cashflow machine,instead of watting 20 years.
learn the exact pledging technique that releases instant margin from your mutual funds — keeping your investments intact while making them work harder.com
No charts. No confusing indicators. Just a step-by-step approach that makes money decisions simpler and more practical.
Learn how to structure your portfolio so that EMIs, monthly expenses, and future savings are all managed with clarity.
Learn how to estimate your personal financial target that gives you clarity and peace of mind — and design a simple plan to move towards it.
A simple, structured routine that lets you review and organize your money in just one day each month — so you reduce stress and gain clarity.
Confused between Old vs New tax regime? This tool helps you quickly compare salary, deductions (80C, HRA, etc.), and tax impact — so you can make informed decisions on which regime may be more suitable for you.
Helps you structure and prioritize your loans using methods like avalanche or snowball — so you can approach repayments with more clarity and less stress
Helps you map your long-term financial independence goals by organizing expenses, inflation, and timelines — so you understand your journey with more awareness
Tired of scattered accounts, bills, and reminders? This sheet helps you put your income, expenses, assets, SIPs, insurance, and goals in one place — so you always have a clear snapshot of your finances.
Planning your dream home? This model helps you compare renting vs buying costs by factoring in loan tenure, down payment, maintenance, and taxes — so you can take a smarter, well-informed decision for your family.
Most people think mutual funds are only for long-term wealth. But the truth is, when used with the right framework, they can also become a powerful financial planning tool for today’s needs and tomorrow’s goals.
In this masterclass, you’ll discover:
✅ How to connect your mutual fund portfolio with real-life goals like buying a dream home, planning for your child’s education, or preparing for retirement.
✅ How professionals use structured methods like SWP and pledging to organize EMIs, rent, and expenses — without selling a single unit.
✅ How to design a cash-flow planning framework that helps reduce financial stress while keeping your long-term growth intact.
In just one structured session, you’ll gain clarity on how to make your existing mutual funds work smarter — for both your present commitments and your future dreams.
🟢 Chartered Accountant & AMFI + NISM–Certified Finance Coach.
🟢 9+ years of experience in Personal Finance, Wealth Building, Mutual Funds, Stock Market & Tax Planning.
🟢 Achieved financial independence in early 30s through practical, step-by-step systems.
🟢 Guided 1,000+ professionals to simplify their money, reduce financial stress, and work towards financial peace.
🟢 Founder of Freedom with Finance & Stable Gains Wealth Management.
🟢 Passionate About Mutual Funds, Stocks, Global Investments, Options Hedging & Passive Wealth Systems
🟢 On a mission to help 1 Lakh middle-class families achieve financial clarity & independence by 2030.
You will get a link to join the WhatsApp Group after you register, where you will get all updates.
You will receive all the links, calculators and tools on your email.
Yes, please send us a WhatsApp message on 9398563370.
A few blank pages of paper and a pen. Come with an open mind.
Disclaimer - Information for Educational Purposes Only
This workshop and all content provided are strictly for educational awareness. We do not provide investment, legal, or tax advice, nor recommend specific securities, mutual funds, or financial products.
Outcomes shared are examples for learning and may differ for each individual depending on personal effort, knowledge, and decisions.
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