Become financially free in just 5 Modules
- with Sanjay Kathuria, CFA
Founder - Profits First | YouTuber
Do you struggle with
taking control of your finances?
budgeting
You want to manage your income and expenses better
Investing
You want to start investing but don’t know where to begin
financial freedom
You dream of achieving financial independence but need a clear roadmap
That’s why we created
a masterclass
to help you become financially free
Become financially free in just 5 Module
- with Sanjay Kathuria
Founder - Profits First | YouTuber
10,000+ students have already transformed their lives
about this course ?
The financial planning course by Sanjay Kathuria is designed to help you plan your finances better for a secure future. You'll learn various important concepts like budgeting, choosing the right life and health insurance plans, investing based on your goals, and exploring strategies to minimize your liabilities.
In lesson 1, we’ll clear common myths about financial planning and explore its benefits. We’ll look at the factors shaping our relationship with money and provide a step-by-step guide to financial planning. Additionally, we’ll identify money-related biases and learn strategies to overcome them.
In lesson 2, we’ll dive into the key benefits of budgeting and clear up common misconceptions that might be holding you back from effective financial management. You'll gain insights into practical strategies designed to help you break free from the cycle of debt and achieve financial stability. Additionally, we’ll discuss the 20/4/10 rule for buying a car.
In Lesson 3, you’ll discover why insurance is essential and get an overview of various types of life and health insurance. You’ll learn how to choose the right policies to protect your financial future, including key add-ons and exclusions to be aware of in health insurance. This comprehensive module will equip you with everything you need to make informed decisions when purchasing life and health insurance.
In Lesson 4, we’ll begin by exploring the importance of investing and learning goal-based investment strategies. You’ll also discover how to calculate your net worth and create a personalized investment plan. Lastly, we’ll cover effective home loan repayment strategies to help you manage your debt efficiently.
In lesson 5, you’ll be introduced to key taxation terms and understand the differences between the new and old tax regimes. You’ll also learn how to calculate taxes under both regimes and explore strategies to minimize your tax liabilities.
Who is this course for:
- Students who want to learn practical financial management skills.
- Anyone who wants to secure their financial future
- Individuals looking to maximize tax savings through proper planning and strategy
- People seeking financial independence and long-term wealth creation
- Professionals wanting to improve financial literacy
Sanjay Kathuria
Founder - Profits first | YouTuber
Meet your Mentor
Sanjay Kathuria is a financial powerhouse who skyrocketed to 1.8 million followers across YouTube and Instagram in just six months, earning over 200 million views for his engaging content on mutual funds, wealth building, and passive income. Named one of Economic Times’ "40 Under 40" business influencers, Sanjay’s sharp insights have made him a trusted voice in financial literacy. With a CFA, an MBA in Finance, and an engineering background, Sanjay blends analytical expertise with a knack for simplifying complex financial strategies. After 16 years in corporate leadership, he retired at 39, achieving financial independence and dedicating himself to empowering others through his platform, Profits First. Sanjay has personally guided over 25,000 individuals and 10,000 SMEs on their financial journeys, delivering proven strategies for mutual fund investments, SIPs, ETFs, and options trading. His thought leadership has earned him speaking invitations from leading corporates and top institutions, as well as a feature on JoshTalks. A finance coach, influencer, and educator, Sanjay continues to reshape the way individuals and businesses approach wealth creation.
600k+
subscibers on YT
1.2M+
followers on Instagram
40K+
followers on LinkedIn
FAQ
What is this course about?
The financial planning course covers essential topics such as budgeting, choosing the right life and health insurance plans, investing according to your financial goals, and implementing strategies to minimize liabilities. By the end of the course, you’ll have a clear understanding of how to plan your finances and make informed decisions to achieve long-term financial security.
is this course for me?
This course is perfect for you if you want to take control of your financial future and learn how to manage your money effectively. Whether you're just starting out in your career, planning for major life milestones, or looking to improve your financial strategy, this course is designed to suit various financial needs
how long will I have access to the course?
Do not save what is left after spending, but spend what is left after saving.
- Warren Buffet