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Personal Finance for Indian Professionals

Budgeting, taxation, insurance, and the order of operations for your money.

4.7 (89) 32 lessons · 4 modules 10h950 studentsLanguage: English

Taught by

Neha Reddy

Senior Portfolio Manager at Zerodha · Hyderabad

What you’ll learn

  • The correct order of operations for your money
  • Indian taxation for salaried professionals
  • Term life and health insurance — how much and what kind
  • Mutual funds and the simple portfolio that works
  • Retirement planning with real numbers

About this course

A personal finance course specifically for Indian salaried professionals. We cover the order of operations — emergency fund, insurance, debt, investing — and the specifics of Indian taxation, mutual funds, and retirement planning. No products are sold. The course is a framework.

Curriculum

4 modules · 32 lessons · 10h

1

The order of operations

2 lessons

What to do with your money, in what order.

  • Emergency fund firstPreview12 min
  • Insurance before investing15 min
2

Taxation for salaried professionals

2 lessons

80C, 80D, and the new vs old regime.

  • New vs old tax regime18 min
  • 80C and 80D deductions16 min

Requirements

  • A source of income
  • No prior finance knowledge needed

Who this course is for

  • Salaried professionals in their 20s and 30s
  • Anyone who just started earning and wants to do it right
  • People who have been investing randomly and want structure

Your tutor

Neha Reddy

Senior Portfolio Manager at Zerodha · Hyderabad

4.8 (134)1.6k students2 courses

Equity analyst turned portfolio manager. Manages a small-cap fund at Zerodha’s asset management arm. Teaches investing with real Indian market data and the discipline of someone who is held accountable to returns.

Student reviews

4.7

89 ratings

5
78%
4
16%
3
4%
2
1%
1
1%

Gaurav Singhal

25 Aug 2024

33 found this helpful

Should be taught in college

I learned more about managing my money in this 10-hour course than in 4 years of engineering. The taxation module alone saved me more than the course fee.

Frequently asked questions

Do you recommend specific mutual funds?
No. We teach you how to evaluate and pick your own. No product recommendations.
Is this useful for business owners?
Partially. The investing and insurance modules apply. The taxation module is specific to salaried income.