A step-by-step guide to get you started on

Smart Money management & investing

Learn how to make a financial plan from scratch & Make your money work for you

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  • Let go of your Fear of the Investing World
  • Build a Complete Financial Plan, All on your Own
  • Stop Paying Extra Premium for Insurance
  • Get Started Irrespective of your Current Income
  • Manage your Loans and Become Debt-free
  • Know all the Tax Benefits you can Avail
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When it comes to investing & managing money,

you have hundreds of questions coming to your mind

And at the end, we let money sit in Fixed Deposits without having any concrete investments.

  • Which investment is suitable for me?
  • How to do tax planning?
  • How to invest in mutual funds?
  • What are some suitable insurances for me?
  • How do I support my parents financially?
  • How do I pay off debt?
  • How should I plan on buying a car?
  • How can I plan on buying a house?

None of the financial advice you receive is customizable.

None of it is one-size-fits-all.

Q.  How to make a personalized finance plan?
A.  By having a personal financial profile
Stock Market
Mutual Funds
Gold
Real Estate
Portfolio Management
Budgeting
Savings
Investments
Retirement
Credit
Debt
Emergency Fund
Financial Planning
Asset Allocation
Income
Expenses
Net Worth
Insurance
Tax Planning
Wealth Building
Compound Interest
Financial Goals
Cash Flow
Stock Market
Mutual Funds
Gold
Real Estate
Portfolio Management
Budgeting
Savings
Investments
Retirement
Credit
Debt
Emergency Fund
Financial Planning
Asset Allocation
Income
Expenses
Net Worth
Insurance
Tax Planning
Wealth Building
Compound Interest
Financial Goals
Cash Flow
Stock Market
Mutual Funds
Gold
Real Estate
Portfolio Management
Budgeting
Savings
Investments
Retirement
Credit
Debt
Emergency Fund
Financial Planning
Asset Allocation
Income
Expenses
Net Worth
Insurance
Tax Planning
Wealth Building
Compound Interest
Financial Goals
Cash Flow
Stock Market
Mutual Funds
Gold
Real Estate
Portfolio Management
Budgeting
Savings
Investments
Retirement
Credit
Debt
Emergency Fund
Financial Planning
Asset Allocation
Income
Expenses
Net Worth
Insurance
Tax Planning
Wealth Building
Compound Interest
Financial Goals
Cash Flow

Learn everything you need to know about your finances

Make a profile of your own that gives you all the data you need and helps you figure out the correct choices for your investments.

How does making your financial profile can help you?

Go from having rough plan to a robust financial plan & start investing based on it

With a robust financial plan, you will be able to make concrete financial decisions & keep a track of every bit of your finances

Financial Advisors use Profiling to give tailor-made solution to their clients

Introducing
Money Smart in your 20s and 30s

A proven step-by-step system to build a financial planfrom scratch that helps you take control of your financial future!

20 Tax Benefits
9 Investment
Options
30 Mutual Fund
Categories
6 Insurance Plans
5 Personal Finance
Documents
11 Small Saving
Schemes
20 Tax
Benefits
9 Investment
Options
30 Mutual Fund
Categories
6 Insurance
Plans
5 Personal Finance
Documents
11 Small Savings Schemes
100% Practical guide for Investing
20,000+ People trust Money Smart
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How can you build a concrete financial plan of your own with this book?

The book is divided in 3 sections

Profiling
Investment Options
Financial Plan
Step 1:
Profiling - Make your own financial profile
  • Creates your financial snapshot
  • Tracks income, spending, assets, debts
  • Custom fit to your situation
  • Reveals strengths and weaknesses
  • Provides baseline before investing
  • Foundation for making sound money decisions
Step 2:
Investment Options - Explore all the available investment options
  • Explores full range of investment vehicles
  • Matches options to your personal financial profile
  • Considers risk tolerance and growth needs
  • Sets you up to select ideal investments
  • Outlines stocks, bonds, mutual funds, ETFs, and more
  • Provides criteria for choosing investments aligned to your goals
Step 3:
Building your own Financial Plan - Craft your financial plan from scratch 
  • Creates customized roadmap for your goals
  • Incorporates personal financial profile
  • Builds plan around selected investment strategy
  • Calculates returns needed to meet objectives
  • Outlines detailed journey year-by-year
  • Provides ongoing tracking for staying on course
Step 1:
Profiling - Make your own financial profile
  • Creates your financial snapshot
  • Tracks income, spending, assets, debts
  • Custom fit to your situation
  • Reveals strengths and weaknesses
  • Provides baseline before investing
  • Foundation for making sound money decisions
Step 2:
Investment Options - Explore all the available investment options
  • Explores full range of investment vehicles
  • Matches options to your personal financial profile
  • Considers risk tolerance and growth needs
  • Sets you up to select ideal investments
  • Outlines stocks, bonds, mutual funds, ETFs, and more
  • Provides criteria for choosing investments aligned to your goals
Step 3:
Building your own Financial Plan - Craft your financial plan from scratch 
  • Creates customized roadmap for your goals
  • Incorporates personal financial profile
  • Builds plan around selected investment strategy
  • Calculates returns needed to meet objectives
  • Outlines detailed journey year-by-year
  • Provides ongoing tracking for staying on course
3 Types of Fixed Income
4 Types of Fixed Insurance
6 Types of Fixed Mutual Funds
9 Small Saving Schemes
3 Types of Life Insurance
4 Stage Investment Plan
6 Barriers to Plan
6 Tax Benefits
9 Investment Options
3 Types of Fixed Income
4 Types of Fixed Insurance
6 Types of Fixed Mutual Funds
9 Small Saving Schemes
3 Types of Life Insurance
4 Stage Investment Plan
6 Barriers to Plan
6 Tax Benefits
9 Investment Options
3 Types of Fixed Income
4 Types of Fixed Insurance
6 Types of Fixed Mutual Funds
9 Small Saving Schemes
3 Types of Life Insurance
4 Stage Investment Plan
6 Barriers to Plan
6 Tax Benefits
9 Investment Options
3 Types of Fixed Income
4 Types of Fixed Insurance
6 Types of Fixed Mutual Funds
9 Small Saving Schemes
3 Types of Life Insurance
4 Stage Investment Plan
6 Barriers to Plan
6 Tax Benefits
9 Investment Options
3 Types of Fixed Income
4 Types of Fixed Insurance
6 Types of Fixed Mutual Funds
9 Small Saving Schemes
3 Types of Life Insurance
4 Stage Investment Plan
6 Barriers to Plan
6 Tax Benefits
9 Investment Options
3 Types of Fixed Income
4 Types of Fixed Insurance
6 Types of Fixed Mutual Funds
9 Small Saving Schemes
3 Types of Life Insurance
4 Stage Investment Plan
6 Barriers to Plan
6 Tax Benefits
9 Investment Options

Complete Curriculum

of what you will learn in the book

LAZY FINANCIAL CANVAS

Lazy Financial Canvas

Personal Income Statement

Personal Balance Sheet

Business Income and Assets

RRTTLLU principle

Return Goals

Time Horizon

Taxes and its Implications

Liquidity Needs

Legal and Regulatory Constraints

Unique Circumstances

Insurance Needs – Life

Insurance Needs – Health

Insurance Needs – Others

BATLLING RISKS

Risk Taking Ability

GETAI principle

Risk Taking Willingness

Risk Scoring using GETAI

THE ROADBLOCKS

Ignorance

Impact of Business Ownership

Family Not Supporting

Fear Factor

Impact of Social Pressure

Role of ‘Black Money’

THE ASSET MAZE

Fixed Deposits

National Pension Scheme

Direct Equity

Gold

Fixed Income Assets

Currencies

Real Estate and REITs

Futures and Options

PPF, EPF and VPF

SCSS, KVP and NSC

JOURNAL OF MUTUAL FUNDS

How they work?

How to Select? (Video)

Terms to Know

Factors to consider

Categories of Mutual Funds

How to Buy?

THE INSURANCE HANDBOOK

Health Insurance

Business Insurance

Life Insurance

How to Select each? (Video)

Accident Cover

Factors to Know

Property Insurance

LAZY FINANCIAL MASTERPLAN

Financial Management Pyramid

Growth System

Day to Day Cash Management System

Managing Debt

Emergency System

Tax Planning

Insurance System

Goal-wise Asset Allocation

Testimonials

Learning finance is serious in itself.

We made this book ZebraLearn style so you can ENJOY learning finance.

Have a sneak peek inside the book!

Create a   4 layered money management plan: tailor-made for you  

Day-to-day cash System
Emergency Systems
Insurance Systems
Growth Systems
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Who is this book for?

#1 Students

Who want to learn about investing & managing money effectively

#2 Professionals

Who are earning and are ready to make investing decisions

#3 Entrepreneurs

Who want to learn how to best invest their business profits to continue growing

Types of Insurances you need
Know your risk taking ability
EMI Coverage Ratio
Select Mutual Funds as per your need
Solvency Check
Retirement Planning
Types of Insurances you need
Know your risk taking ability
EMI Coverage Ratio
Select Mutual Funds as per your need
Solvency Check
Retirement Planning
Types of Insurances you need
Know your risk taking ability
EMI Coverage Ratio
Select Mutual Funds as per your need
Solvency Check
Retirement Planning
Types of Insurances you need
Know your risk taking ability
EMI Coverage Ratio
Select Mutual Funds as per your need
Solvency Check
Retirement Planning
Types of Insurances you need
Know your risk taking ability
EMI Coverage Ratio
Select Mutual Funds as per your need
Solvency Check
Retirement Planning
Types of Insurances you need
Know your risk taking ability
EMI Coverage Ratio
Select Mutual Funds as per your need
Solvency Check
Retirement Planning

Money Management is all about Discipline and Habit Building.

Learn the nitty gritties of how to manage your money effectively & start growing your savings!

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Money Smart has 11 investment options

Money Smart has 11 investment options discussed in detail

1. Fixed Deposit Pg - 162

Time horizons you should be looking to invest for
What is premature withdrawal
Primary purpose of fixed deposit
Interest rates for different banks

2. Equity Pg - 174

How to buy shares directly
What is direct equity
What is indirect equity 
What is long term & short term equity

3. Fixed Income Pg - 194

What is commercial paper
How can you invest in bonds
What is treasury notes
General rules of fixed income assets

4. Mutual Funds Pg - 208

What is Net Asset Value
What are top 10% stocks
What is open ended mutual fund
What is close-ended mutual fund

5. Real Estate Pg - 243

Why is the most popular asset class
What is RERA & why is it important
What is selection process of Real Estate investment
What is REITS

6. Small Savings Pg - 255

9 Small Savings Schemes discussed
Government of India’s saving schemes
How can you get lucrative returns
What are tax implications behind it

7. Pension & Provident Fund Pg - 265

How to manage retirement
What is National Pension Scheme
What are the NPS Asset Classes
How to claim EPF, VPF & PPF

8. gold Pg - 275

Why is Gold india’s favorite asset class
What is investment value of gold
What is Gold ETF
What are the returns on gold investments

9. Currency Pg - 284

How does currency fluctuations affect investment
What is Systematic Transfer Plan
What is Crypto Currency
What are the risks of investing in Currency

10. Derivatives Pg - 289

3 Types of Derivatives
6 Types of Underlying Assets 
What are the risks in investment
High Risk High Returns instrument

11. Insurance Pg - 295

4 Types of Insurance
Features of Ideal Health Insurance
8 Things to cover in Insurance
Common categories of Insurance

How can this book help you even if you are not from a finance background?

The most important benefit is the MONEY HABIT that you will build early on!

  • Develop the Money Habit and Master the Most Important Life Skill
  • Uncover the Power of Compounding and How you can Use it too
  • Learn to Make an Automated Plan – Spend only an Hour a Month
  • Understand Almost all Investment Options Available and know if it Suits You
  • Develop an End-to-End Financial Plan that helps you Reach all your Goals
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Hold on!

There is more to it than just a book!

Get a 4+ hour video course on ‘How to choose your Mutual Funds & Insurance’ absolutely free!!

And that’s not it.

Get Real life examples video library & 300+ Questions to test yourself!

Real Life Examples Video Library

Get access to our Exclusive Video Library of 20+ Real Life Examples absolutely FREE!
Learn from people your age, goals andbackground. Watch them make their profile.

300+ Questions to Test Yourself

Get access to our Question Bank with 20+ Questions absolutely FREE!
Easy & Fun quizzes to solidifyeverything you learn.

20,000+ People started

taking their finances seriously and made sound investment decisions with Money Smart.

Take Action! Make your Personal Financial Profile & Start Investing.

  • Build your own financial plan
  • Find your suitable investment options
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DISCLAIMER: For best results, think of this training as you would think of university-level training: undertake it seriously and studiously, and you may see incredible results – but none are promised or guaranteed. We’ve made every effort to represent accurately the products we offer and their potential. However, we and our materials make no guarantee of results. Zebra Learn is an education company and in we do not recommend any investment product or offering in any way. The reader is solely responsible for all the investment and financial decisions he takes and is encouraged to do an extensive due-diligence before taking action. Please note that investments are subject to market risk and Zebra Learn takes no responsibility of a financial impact created due to any decision taken by the reader. If you’re not willing to accept that, please DO NOT GET THIS BOOK.

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