DEsign YOur Financial Life

(Online Training)

About Training

The focus of the program is to make an impact on the mindset

Jagoinvestor's offline workshops called, “Design your financial life” is now happening online. We used to conduct this training in some of the selected cities in India. Till now more than 1500 people have participated in our training and corporate programs. The whole idea behind conducting such training is to connect with our readers at a deeper level and to CREATE a learning experience for them around money management.

This training program helps an investor to look and think about his financial life at a deeper level. The program will teach various basic foundation level lessons to participants and also give them action-oriented insights. The focus of the program is to make an impact on the mindset on how to live a good financial life and not just learn a few things.

We have constantly observed that everybody wants to create wealth but very few are willing to WORK on their financial life, this workshop is an opportunity for you to do the required work.


Date: 15th-16th August ( Saturday and Sunday) | Time: 10 am to 1 pm

15th August (Day 1)

  1. What is this program all about?
  2. How to get maximum value from this program?
  1. Why to Slow down as an Investor
  2. Designing vs Planning
  3. Defining your Version 1
  4. Give vs Get Investor
  1. Life Insurance
  2. Health Insurance
  3. Emergency Fund
  4. Short Term Goals
  5. Long Term Goals
  6. Playing to Win vs Playing to Not Lose
  7. 3G theory
  1. How long will you live in Retirement
  2. Retirement Wake up Call
  3. How much to Invest for Retirement?
  4. The Tail end of Wealth Creation
  5. 8 Retirement Planning Challenges
  1. Stock Markets and GDP - How are they related
  2. India's Future - Where are we headed
  3. Returns vs Real Returns
  4. Lenders vs Owners
  5. Getting Comfortable with Equity
  6. Why Mutual Funds for Wealth Creation?
  7. Wealth Creation Formula

16th August (Day 2)

  1. Group Activity - Saver vs Spender vs Avoider vs Saint
  2. Negatives vs Positives of Being your type
  3. How to keep a balance
  1. What is Estate Planning?
  2. Why people don't do Estate Planning?
  3. Nominations and Wills
  4. Who will get money is there is no WILL?
  1. Basic Ways of Saving Taxes
  2. How your parents can help you save taxes?
  3. Concept of Tax Laddering
  1. How to Avoid Misselling - Build your Wealth Space
  2. How System Works & Power of Small savings
  3. Financial Freedom - What's your number?
  1. Define your Version 2.0
  2. 10 Habits of a good investor
  3. Thanks and Best of Luck

FREE Financial Health Checkup

As part of your workshop registration, you also get a FREE financial health checkup where you get a score out of 100 for your financial life. This will help you to understand where exactly you stand in your financial life on a range of 0 - 100

* Please note that you only get to know the SCORE. This is not some financial planning offer with exhaustive discussions on your financial life.

Absolutely Stunning

We simply love the food and the concept at Let's Meat. A very friendly and romantic place where you can find the love and steak of your life.

Great Food & Fun Idea

Well, this place is definitely one of a kind. The combination of great food and a romantic rendezvous is not seen anywhere else and we like it.

We Had Our Doubts

But after 5 minutes we were absolutely convinced. This place has invented a really beautiful idea and the people behind Let's Meat are awesome.


Contact Us

Phone/Whatsapp +919979922535

Working Hours

Monday - Friday 10:00 am - 7:00 pm
1st and 3rd Saturdays 9:00 am - 3:00 pm
Sundays, 2nd & 4th Saturdays                                    Closed

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