Hover a panel to open it. Each one comes with a worksheet you get on the call.
01
Where your salary actually goes
Map a month of spending in 15 minutes and find the leaks without cutting what you enjoy.
02
The 3-bucket salary split
Needs, wants and future you. The simple split that pays your savings first, automatically.
03
Your first SIP, sized right
SIPs and index funds in plain words, and a quick way to pick an amount that fits your goals.
04
The debt payoff order
Avalanche or snowball: which one saves you more for your exact loans and cards.
05
Tax and insurance basics
The deductions most people miss, and how much term and health cover is enough.
Agenda
Every minute, planned
Scroll to move through the evening
6:55 PM
Doors open
Join early, test your audio and say hi in the chat.
7:00 PM
Why salary alone doesn't build wealth
The one habit that separates savers from strugglers.
7:15 PM
The 3-bucket split, built live
We set up a real salary split on screen, step by step.
7:35 PM
Investing 101 with a live demo
SIPs, index funds and FDs compared with real numbers.
7:55 PM
Debt and insurance, in order
What to pay first, and the cover you actually need.
8:10 PM
Tax moves for this year
80C, 80D, NPS and the old vs new regime question.
8:20 PM
Live Q&A
Bring your numbers. Rohan answers as many as time allows.
8:30 PM
Your kit and next steps
Download the worksheets and set your first money date.
Who can join
If you earn, you can join
No finance background needed. If you’re one of these people, this evening was made for you.
Salaried professionals
Good salary, little left at month end, and no plan for the rest.
First-time investors
You’ve never started a SIP, or started one randomly and stopped.
Couples and families
You want one shared plan instead of two separate guesses.
Freelancers
Irregular income and you need a buffer that makes the lean months calm.
Young graduates
First job, first salary. Start the right habits before lifestyle grows.
Small business owners
Separate business and personal money and stop the March tax panic.
Not for you if you want stock tips, intraday trading or guaranteed returns. This is about steady, long-term habits.
Rohan Mehta
Rohan Mehta
Rohan Mehta
Rohan Mehta
Meet your host
Eleven years as a CA. Twelve thousand students.
Rohan spent over a decade auditing companies and advising families, and kept meeting high earners with no plan. He started teaching the simple system he used with clients, and it grew into this webinar.
He keeps it practical: real salaries, real rupees, no jargon and no product selling during the teaching part.
Students taught
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Live sessions
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As a CA
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Messages from our alumni group, shared with permission. Results depend on your income and effort.