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Mastering Finance: Budgeting, Investing & Portfolio Management

Mastering Finance: Budgeting, Investing & Portfolio Management is a comprehensive Grade 9 financial literacy course aligned with NEP 2020 and NCF 2023. The course introduces students to essential money management concepts such as budgeting, financial planning, insurance, investments, taxation, portfolio management, and financial safety. Through practical examples and real-world scenarios, students will develop the knowledge and skills needed to make informed financial decisions and build responsible financial habits for the future.

Shraddha Shah

Financial Literacy Mentor

Here’s what you will learn?

  • Understand the fundamentals of budgeting, saving, and financial planning.
  • Explore investments such as stocks, mutual funds, SIPs, and portfolio management.
  • Learn about insurance, taxation, and managing financial risks effectively.
  • Develop financial awareness to identify scams and make informed money decisions.

This Course Includes

  • Recorded Lessons:  14
  • Recorded Hours:  8hr 52min
  • Certificate of completion
  • Access on Mobile

Course Description


Course Content

14 Lessons | 8hr 52min

About the instructor
Shraddha Shah

Financial Literacy Mentor

Shraddha Shah holds a Master's degree in Commerce and specializes in the Business and Accounting. With a strong academic foundation and practical subject expertise, she is dedicated to helping learners build a clear understanding of business concepts, financial principles, and accounting practices through engaging and learner-focused instruction.


Frequently Asked Questions

This course is designed for Grade 9 students (ages 13–15) who want to build a strong foundation in personal finance, budgeting, investing, insurance, and wealth creation. It is ideal for students interested in developing practical money management skills and understanding how financial markets work.

No. This course is designed for beginners and does not require any prior knowledge of finance.

Students will develop analytical thinking, financial planning skills, investment awareness, risk management abilities, and responsible money management habits.
Mastering Finance: Budgeting, Investing & Portfolio Management
(5)
8hr 52min
₹999