Are you FiNancially fit?

We often monitor our physical health but...
how frequently do you evaluate your financial fitness?
It's time to take control of your Financial Health.

Check your Financial Fitness Score

Join Financial Fitness challenge now at just 499/-

1000's of Students Have taken up this Challenge

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Financial Fitness Challenge Break-Down

Week 1

Basics of Financial Planning

Master the fundamentals of financial planning.

What, Why and How to Make Your Financial Plan.
Basics of Financial Planning.
Key Financial Concepts ( Power of Compounding, Goal Setting, Life Style Inflation etc.)
Financial Products ( FD’s, RD’s, PPF, RBI Bonds, Mutual Funds, Stocks etc.)
Insurance Planning
Preparation of Customised Financial Plan & Monitoring Investments.

Week 2

Taxation
Planning

Maximise your tax efficiency: Navigate the new tax regime like a pro.

Decoding your Salary Slip: Breakdown of components and tax implications.
New vs Old Tax Regime: Comparative analysis and choosing the right one.
Effective Tax Savings :

(A) Tax-saving investments (Section 80C, 80D, etc.)

(B) T axability of investment products (mutual funds, FDs, bonds).

(C) Maximising deductions and exemptions.

Week 3

Wealth Creation & Asset Allocation

Strategise wealth creation: Navigate salary slips, compare tax regimes, and optimize savings for maximum returns.

Art of Asset Allocation & Portfolio Rebalancing - Relevance of Asset Allocation.
Investment Avenues & Effective Asset Allocation through Diversification.
How to Create a Portfolio & Portfolio Rebalancing.

Week 4

Behavior Finance & Stock Selection

Navigate markets with confidence and avoid common pitfalls.

Common mistakes to avoid while Investing and during Market Correction.
Equity Safety Net: Navigating Risk in Markets.
Fear of Further Market Corrections.
Herd Mentality: Resisting Emotional Investment Trends.
Knowing vs. Doing: Bridging the Gap in Investment Practice.

Key Benefits

Psychology of Money

Goal Based Financial Planning

Art of Selecting Mutual Funds

Asset Allocation Strategies

Axe Your Taxes

Tools & Excel Calculators

Parameters of Stock Picking

Investing in Gold

Q&A with Experts

Join Financial Fitness Challenge now at just 499/-

Inside the Challenge

Whatsapp Group

We will share Book Reviews and small Educational Videos on Personal Finance to understand and implement the concepts.

Q & A

Q&A sessions will be conducted to resolve all potential queries.

Mission

Educate, inspire, empower: Guiding you towards financial success

Awareness- Onsite/offsite Sessions

Education- Blogs, Reviews, Videos

Inspiration- Financial Plan/ Tool

Vision

Transforming ‘I cannot’ to ‘I may, ‘I will’, ‘I am’, and ultimately 'I still am'— Empowering your journey to financial freedom
Save-Invest-Grow= Financial Freedom

join financial fitness challenge now at just 499/-

Unlock Exclusive Tools With This Course

Comprehensive Financial Literacy Course Bundle

Meet Your Financial Fitness Challenge Mentor

Dhananjay Banthia

Business Consultant I Social Entrepreneur I Keynote Speaker

Dhananjay Banthia is a nationally acclaimed financial market trainer, business strategist, keynote speaker, author, and social entrepreneur. With over 17 years of experience, he has trained and mentored thousands across various sectors, delivering inspiring and thought-provoking talks.

Founder of Smart Acumen Consulting, Dhananjay has conducted over 2300 sessions across 24 states, attended by over 250,000 participants. His qualifications include a PhD, PGDBM in International Business from JGI Bengaluru, B.Com from Ravenshaw University, and numerous certifications from top financial and educational institutions.

Dhananjay has transformed ordinary individuals into extraordinary achievers. He has worked with over 60 clients, appeared as a TV panelist on major networks, and serves as a mentor and visiting faculty at esteemed universities.

Follow Dhananjay: LinkedIn , Youtube

Sourabh Jain

Entrepreneur | Wealth Coach | Corporate Trainer

Sourabh Jain, your expert guide to mastering financial literacy and achieving your financial goals.

Sourabh, an alumnus of St. Xavier’s College, Kolkata, holds an MBA and a CFA designation. With over 8 years of experience in managing Corporate Treasury functions within banks and financial institutions, he brings a wealth of knowledge to the course.

Currently, Sourabh is a Certified Financial Planner, Portfolio Manager, and Trainer at Magnum Financial Services. His expertise includes goal-oriented financial planning, meticulous asset allocation, and strategic portfolio rebalancing. He is dedicated to helping clients achieve their financial aspirations by providing tailored financial solutions that navigate market volatility and optimize portfolio performance.

Sourabh is also a passionate financial educator, having conducted training sessions for top corporations like Vodafone, Indigo Airlines, Vistara, Gati, DHL Global, Kolhar Reliance JIO, and Randstad.

Follow Sourabh: LinkedIn, Youtube

FAQ

The course covers essential topics such as budgeting, saving, investing, tax planning, wealth creation, behavioral finance, and stock selection.

This course is designed for anyone looking to improve their financial literacy, from beginners to those with some knowledge seeking to refine their skills.

No, the course is suitable for individuals of all levels, from beginners to those with some financial background.

The course is 4 weeks long, with one session per week. You can set your own pace and access the course materials at your convenience.

Live Q&A sessions are held once a week, immediately following the weekly session.

The course primarily consists of online sessions, we do not currently hold offline classes.

Yes, you will have lifetime access to recorded sessions, allowing you to revisit the material whenever needed.

You will receive personalised support from our expert instructors, including on-call assistance and guidance throughout the duration of the course.

Yes, you will receive exclusive tools and calculators, along with downloadable resources and interactive exercises to enhance your learning experience.

Our comprehensive approach to financial literacy sets the Financial Fitness Challenge apart, combining expert instruction, interactive learning experiences, and practical tools to empower participants to take control of their financial future.

join Financial Fitness Challenge now At just 499/-

SKIP THE ₹499 PIZZA AND INVEST IN OUR FINANCIAL FITNESS COURSE BECAUSE A SMART WALLET IS TASTIER THAN ANY SLICE!

Experience risk-free learning!

We stand behind the quality of our course. Should you find it doesn't meet your expectations, we offer a straightforward Refund policy.
Just reach out within 7 days of enrollment, and we'll promptly process your refund. Your satisfaction is our priority.

join Financial fitness challenge now at just 499/-

TESTIMONIALS

What our Financially Fit People have to say

92%

of Students trade successfully*

The best financial advisors I have come across.Very neutral, has the patience to hear his clients and genuinely suggests rather than selling or pushing clients.Has good knowledge in his field and explains with data.
Definitely the best advisor.

Mohammed Faizal

Positive: Professionalism, Quality, Responsiveness, Value Saurabh's financial knowledge is amazing. He gave a session in my organization, learned couple of points which are very useful in my financial planning. I encourage his services for any one looking for financial planning..

Murali Krishna

Absolutely love the experience!! He is so humble. Very honest, understands the client's requirements & suggest a suitable financial plan. No need to hesitate or doubt even if you have less income, he will give what has to be done on priority and how to invest and how much to invest and where to invest!! He also has a platform through which with basic KYC only they will set up the one-stop account which displays your entire savings/wealth from the various sources such as EPF, RD, LIC, MF etc.
Highly suggested to seek his guidance.... Thanks a ton for the insightful session sir!!

Niruama Kannaiah

Dhananjay is the right mix of competence and compering. His sessions on Financial Literacy are a treat … more so when he does it as a part of my Facilitation for Retiring Couples. His in-depth knowledge of Financial Products is a great Value Add for this Journey.I am extremely fortunate to learn so much from him.

Col.Amar Bindra

I just wanted to share my personal experience based on my recent interactions with the MAGNUM FINVEST professionals during this FY while working towards a balanced investment approach.Very recently I have also taken their assistance for the IT Returns Filling. During the end to end process Team considered my needs based on proactive approach and taking time and effort to work through each and every details minutely. That has helped me save tax to a large extent which I would not have been able to do in case I had filled the returns myself.
Sharing my gratitude for MAGNUM FINVEST for helping me through the entire process. Thanks again for an amazing experience.

Kirti Giri

One thing which stands out from the rest of the courses is the Financial Planner tool which you developed. It's convenient to use and one can easily take decisions based on the information.

Dhruv

join Financial Fitness challenge now at just 499/-

Take charge of your financial future with the Financial Fitness Challenge. With expert guidance and practical strategies. Don't miss this opportunity. Join us on this journey to financial security and success!

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