LIVE FINANCIAL COACHING

Build a financial plan that fits your life.

A practical, live one-month course to understand your money, make better financial decisions and build a financial plan around your own numbers and goals.

I'm interested in the course →See what you'll learn
1 month9 live sessionsOnline / Pune
WHY THIS COURSE

Your money deserves more than scattered decisions.

Most financial decisions are made one at a time — insurance here, an investment there, a loan somewhere else. This course brings the pieces together.

You will work with your own numbers, your own goals and your own decisions. The aim is to leave with clarity and a financial plan you can actually use.

01

Learn

Understand the financial concepts that matter to your situation.

02

Think

Look at trade-offs, risks and choices before acting.

03

Apply

Use your own numbers, goals and circumstances in the exercises.

04

Plan

Bring everything together into a practical personal financial plan.

THE 9-SESSION JOURNEY

Understand first.
Plan second.

Each live session builds on the previous one, taking you from understanding your current position to making and implementing better financial decisions.

SESSION 01
01

Financial Discovery

Understand your current financial health and establish the starting point.

  • Income & household
  • Assets & liabilities
  • Net worth & savings rate
01
SESSION 02
02

Cash Flow & Safety

Understand the foundations that keep your financial life stable.

  • Cash flow
  • Liquidity
  • Emergency fund & debt
02
SESSION 03
03

Risk & Insurance

Protect the plan from events that can set it back.

  • Financial risks
  • Insurance needs
  • Protection planning
03
SESSION 04
04

Goals & Planning

Turn the things you want to achieve into financial goals.

  • Goal setting
  • Priorities & timelines
  • Goal-based planning
04
SESSION 05
05

Investment Planning

Understand investments in the context of your goals and risk.

  • Investment purpose
  • Risk & return
  • Investment analysis
05
SESSION 06
06

Asset Allocation

Build an allocation that your financial plan can actually support.

  • Risk capacity
  • Asset allocation
  • Portfolio construction
06
SESSION 07
07

Financial Decisions

Evaluate major financial decisions using a structured framework.

  • Cash-flow thinking
  • NPV analysis
  • Affordability & trade-offs
07
SESSION 08
08

Retirement, Tax & Estate

Bring long-term financial priorities into the final plan.

  • Retirement planning
  • Tax planning
  • Estate planning
08
SESSION 09
09

Build & Implement Your Plan

Bring everything together into your personal financial plan and action roadmap.

  • Personal financial plan
  • Implementation actions
  • Next steps
09

After the sessions: the learning is brought together into your personal financial plan and implementation actions.

LIVE WORKSHOP

Learn How to Analyse a Mutual Fund.

A focused 2-hour hands-on session that teaches you how to investigate a mutual fund, compare the evidence and reach a structured research conclusion.

2 hoursLive workshop₹1,49926 September
HOW TO ANALYSE A MUTUAL FUND

Turn fund data into a research process.

Work through performance, consistency, risk, portfolio, management and cost using a real fund.

₹1,499
Explore the Workshop →Next session: Saturday, 26 September 2026 · 10 AM – 12 PM
WHAT YOU WALK AWAY WITH

Not just knowledge. A plan.

The course is designed to turn learning into action. You work through the process and bring it together into a practical financial plan.

01Personal financial planA structured plan built around your financial position and goals.
02Practical toolsUse the supporting Excel tools and planning worksheets.
03Notion course materialKeep the learning material, exercises and worksheets organised.
04Coaching supportContinue with one coaching support session each month for a year.
ONE MONTH + ONE YEAR OF SUPPORT

Build it once.
Keep improving it.

The course runs for one month, but the support doesn't stop when the nine sessions end.

019 live sessionsStructured coaching over one month.
02Plan preparedBring the work together into your personal plan.
03Monthly coachingOne support session every month for a year.
04Live deliveryOnline, or in person if you are in Pune.
CHOOSE YOUR LEVEL

Start with the plan you need.

Both options are built around the same live financial-planning coaching journey. The second option adds finding and analysing investment options.

01 — FINANCIAL PLANNING

Planning Only

₹15,000

For people who want to understand their finances and build a practical personal financial plan.

  • 9 live coaching sessions
  • Notion course material & worksheets
  • Practical Excel planning tools
  • Personal financial plan prepared with you
  • Monthly coaching support for one year
Start with Financial Planning →
02 — FINANCIAL PLANNING + INVESTMENT ANALYSIS

Full Programme

₹25,000

For people who also want help finding and analysing suitable investment options alongside their financial plan.

  • Everything in Planning Only
  • Finding investment options
  • Mutual Fund analysis
  • Bond analysis
  • Compare options in the context of your plan
Explore the Full Programme →
1 monthCourse duration
9 live sessionsCore coaching journey
Pune / OnlineIn person in Pune, online otherwise
SJ
YOUR COACHSHREYAS JOSHI, CFP
LEARN WITH A PRACTITIONER

Clear financial thinking, without the jargon.

Shreyas Joshi is a Certified Financial Planner with 15 years of experience in financial planning.

“Every investment should have a job. The plan comes before the product.”
CFP15 YEARSFINANCIAL PLANNING
HOW IT WORKS

Bring your numbers.
Build your plan.

Before you begin, you will work with your own financial information — income, expenses, assets, liabilities, investments, insurance, commitments and goals.

01LearnUnderstand the financial concepts behind each decision.
02ApplyUse your own numbers in practical exercises and tools.
03DiscussWork through questions and decisions during live coaching.
Get course details →
FAQ

Before you begin.

A few simple answers about the course.

Is this suitable if I am a complete beginner?

Yes. The journey starts with understanding your current financial position and builds from there. You do not need to be a finance expert.

Is the course live?

Yes. It is a live one-month course with nine sessions. It is conducted online, or in person in Pune depending on your location.

What do I receive?

You receive live coaching, Notion course material and worksheets, practical Excel planning tools, and a personal financial plan prepared through the process.

What happens after the one-month course?

You receive coaching support once a month for a year, so you can continue working through implementation and questions after the core sessions.

What is the difference between ₹15,000 and ₹25,000?

The ₹15,000 option is Planning Only. The ₹25,000 option includes the planning programme plus finding and analysing investment options, including Mutual Funds and Bonds.

Is there a certificate?

No. This is a practical financial coaching programme focused on your financial plan, tools and decisions rather than certification.

READY TO START?

Understand your money.
Build your plan.

Want to know the next batch, format and what you need to bring?

Talk to me about the course →