A full lesson from the course, free
See how I teach before you decide.
Ten quick questions tell me where you're starting from - two minutes, answer yes, partially or no. Then watch Pay wisely, a full half-hour lesson from Part 1. Written with Europe in mind - most of it travels.
Ten questions
For each statement, tap the answer that is true today. Nobody is checking - the score only helps if it is honest.
1My savings don't sit in a bank account or FD by default - they go somewhere with a plan.
2I have an emergency fund, and I know how many months it covers.
3I've written down what I'm investing for, and by when.
4I can explain in two sentences why I own each fund I hold.
5I know how much of my portfolio is in equity, debt and gold - and whether that split suits my age and goals.
6I chose my funds using a method I could repeat, rather than a tip or a bank RM's suggestion.
7I know which of my Indian accounts is NRE and which is NRO, and why it matters.
8I know what I pay in fees every year, across everything I hold.
9I know how much of my portfolio is in rupees versus the currency I earn in, and I chose that split deliberately.
10My spouse or a family member could log in and understand my portfolio without me.
Your free lesson: Pay wisely
The question most people answer no to is number 8. Enter your email and I'll send you the full lesson from the course that answers it - about half an hour.
Educational content only. Not personal financial advice.