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  1. Courses
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  3. Guide to Personal Investing for Busy Indian Working Professionals

Guide to Personal Investing for Busy Indian Working Professionals

This course is crafted to help beginners take their first steps into the world of investing with confidence. It emphasizes the importance of investing early to grow wealth and safeguard against inflation.

Rashmi Rao
Rashmi Rao
Business | core | 4 hours |   Published: Feb 2025
In partnership with:  Coursera

    Discussions

Overview

1KSTUDENTS*
96.5%RECOMMEND*

This course includes:

  • 4 hours of on-demand video  
  • Certificate of completion  
  • Direct access/chat with the instructor 
  • 100% self-paced online 

This course is crafted to help beginners take their first steps into the world of investing with confidence. It emphasizes the importance of investing early to grow wealth and safeguard against inflation. You’ll explore how smart financial planning can help secure both short-term and long-term goals, whether it's saving for a vacation, buying a home, or planning for retirement. 

The course covers a wide range of investment opportunities, including stocks, mutual funds and other assets, simplifying concepts like diversification and risk. You'll also discover different methods of investing, from systematic investing to lump-sum investments, designed to suit your financial comfort level and lifestyle.  Investing is as unique as the individuals are.  It needs introspection and planning and therefore there is no concept of ‘one size fits all’.  It is a continuous learning process, and this course will set the tone for a good start. 

You will also learn, Tax implications and useful tools, such as Demat accounts and popular online investment platforms, reference sources, making it easier for you to get started. With practical, easy-to-apply insights, this course aims to prepare you to make informed decisions and act toward building a solid financial foundation, all while avoiding common pitfalls and unnecessary risks. 

Skills You Will Gain

Personal investing
Beginner investing course
Long-term and short-term investments
Tax-saving investment options
Common investment mistakes

Learning Outcomes (At the end of this program you will be able to)

  • Analyze the importance of investing, financial goal-setting, and risk management strategies to overcome fears about investing. 
  • Design a well-diversified portfolio by evaluating various investment options aligned with personal financial goals.
  • Compare commonsense and strategic investing methods to optimize returns effectively. 
  • Implement tax-saving strategies, leverage investment tools, and make informed decisions to avoid common mistakes in personal investing. 

Prerequisites

Participants should have basic computer skills and an interest in personal investing. A foundational understanding of money management and familiarity with financial products—such as savings accounts, fixed deposits, loans, credit cards, mutual funds, and insurance—will help learners grasp key investment concepts effectively.

Who Should Attend

This course is designed for working professionals with disposable income, business professionals, and employees eager to start their investment journey. It also caters to students interested in pursuing careers in investment management. Whether you're looking to grow your wealth, make informed financial decisions, or explore investment opportunities, this course provides the essential knowledge to get started.

Curriculum

Instructors

Frequently Asked Questions

How much do the courses at Starweaver cost?

We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.

Do you offer any certifications upon completion of a course at Starweaver?

Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.

Does Starweaver offer any free courses or trials?

No, we don't offer any free courses, but we do offer 5-day trial only on our subscriptions-based plans.

Are Starweaver's courses designed for beginners or advanced students?

Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.

What payment options are available for Starweaver courses?

We accept various payment methods such as major credit cards, PayPal, wire transfer, and company purchase orders. For more information related to payments contact customer support.

Do you offer refunds?

Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Module 1: Introduction
2Module 2: Investments & Goals
3Module 3: Investment Opportunities
4Module 4: Types of Investing
5Module 5: Taxes & Tools
6Module 6: Conclusion

Segment 07 - Basic financial products

Segment 08 - Essentials to Build a portfolio

Segment 09 - General Approach to begin investing

Segment 10 - Portfolio Management Services

Rashmi Rao

Rashmi Rao

With over two decades of deep industry experience in global capital markets, Rashmi brings a wealth of knowledge to her role as an instructor. Her career has been dedicated to mastering the intricate functions of the front office, middle office, and back office within major investment banks. She has led comprehensive operations, ensuring seamless trade life cycles, precise trade validation, and effective settlements.

Rashmi’s expertise extends to market risk reporting and liquidity management—areas where precision and strategic insight are paramount. She is deeply passionate about financial literacy and firmly believes in empowering individuals with the knowledge to navigate the stock market confidently.

Her commitment to education is reflected in numerous articles and an e-book she has authored, focused on teaching financial concepts to children. Rashmi aims to demystify the complexities of finance and instill value-based learning from a young age. Her approach centers on making financial education accessible and engaging, preparing the next generation to make informed decisions.

Throughout her journey, Rashmi has been honored with awards such as the "Gold – Financial Markets Insights and Solutions" and has received recognition for client and partner success. These accolades underscore her dedication to excellence and her ability to deliver impactful solutions.

As an instructor, Rashmi strives to share her insights and practical knowledge, helping learners grasp the nuanced dynamics of financial markets and develop the skills needed for success.

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Segment 01 - Welcome and Course Goals

Segment 02 - Tips for Helpful Completion

Segment 03 - Importance of Investment

Segment 04 - Setting Financial Goals

Segment 05 - Risk & Return

Segment 06 - Common Fears while Investing

Segment 19 - Course Wrap Up Video

Segment 11 - Commonsense Investing

Segment 12 - Strategic Investing Methods

Segment 13 - Value Investing

Segment 14 - SIP vs Lumpsum

Segment 15 - Tax implications

Segment 16 - Tools and Resources

Segment 17 - Decision Making and Behavioural Finance

Segment 18 - Mistakes to Avoid