Focused Group Training

Whether you are a corporate or a social group or a group of friends, we specialize in customized trainings suited to your requirements - be it a specific profession or an age group or to diagnose the biases that we inherently have. We curate the content to suit the target audience. We offer these trainings in phases- a series of modules that lets you deep dive into various aspects of personal finance.

Some of our modules include:

  • Financial Planning- Step by Step Guide
  • Understanding Risk
  • Portfolio Simulation (Done Live)
  • Risk Transfer Strategies
  • Slow and Steady wins the Race
  • Managing Behavioral Traps
  • Busting Myths
  • Wealth Transfer Strategies
  • Financial Planning for Women
  • Teach Them Young