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AI Wealth Builder

Build Smarter Financial Habits with AI

Built for leaders shaping an AI-driven future

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5 Modules + Capstone Project
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4 AI-Powered Excel Templates Included
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Learn on Real Platforms - Screener, Groww, Kuvera
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The Future of

Wealth, Powered by AI

Most people are never taught how money actually works. AI Wealth Builder changes that. From taxes and savings to investing and long-term wealth creation, the programme helps you build a smarter relationship with money using practical frameworks, real platforms, and AI-powered tools. No intimidating jargon. Just clearer decisions, better systems, and a more confident approach to building wealth.

5 Hours

Core Content

Self-Paced

Learning Experience

AI Powered

Excel Templates

2 Experts

Isha & Kushal

Why Choose

AI Wealth Builder?

Designed to help you build, manage, and grow your wealth with confidence.

Is your tax silently draining ₹50,000?

Is your tax silently draining ₹50,000?

Most professionals never find out. This programme teaches you the exact deductions your salary is quietly missing.

What would 20% more savings do for you?

What would 20% more savings do for you?

Find exactly where your money is leaking, and use real AI tools to fix it, without changing your lifestyle.

How long will you wait to compound?

How long will you wait to compound?

Build a structured ₹10L+ wealth plan inside the programme, not just learn about one, but actually create it.

Avoid Costly Financial Mistakes

Avoid Costly Financial Mistakes

Prevent the losses that come from poor investments, bad debt decisions, and the kind of planning that never actually happens.

Grow Your Investments 2X Smarter

Grow Your Investments 2X Smarter

Use structured investing approaches instead of guesswork to improve long-term returns.

Modules

You’ll Master

Module 1: Money Psychology & Wealth Foundations

Two Experts. Two Paths.

One Clear Outcome.

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Isha Jaiswal

Chartered Accountant

Overview

Chartered Accountant and finance educator known for simplifying tax, insurance, credit, and financial planning, helping learners build strong foundations for smarter financial decisions.

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Kushal Lodha

CA · CFA · ACCA

Overview

CA · CFA · ACCA and Founder of KAGR. Brings deep expertise in asset classes, portfolio construction, and fund evaluation, teaching how to use AI as a smart investing companion, not a shortcut, through Investing & Portfolios.

Faculty11
Faculty11

Isha Jaiswal

Chartered Accountant

Overview

Chartered Accountant and finance educator known for simplifying tax, insurance, credit, and financial planning, helping learners build strong foundations for smarter financial decisions.

Faculty12
Faculty12

Kushal Lodha

CA · CFA · ACCA

Overview

CA · CFA · ACCA and Founder of KAGR. Brings deep expertise in asset classes, portfolio construction, and fund evaluation, teaching how to use AI as a smart investing companion, not a shortcut, through Investing & Portfolios.

Turn Your Learning

into a Recognized Credential.

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Certificate

Skills That

Set You Apart

The Psychology Behind Wealth Building

The Psychology Behind Wealth Building

Understand the behaviours and mindset that influence financial success.

Investing Across Asset Classes

Investing Across Asset Classes

Explore stocks, mutual funds, fixed income, and alternative investments.

Portfolio Building & Diversification

Portfolio Building & Diversification

Learn how to construct a balanced investment portfolio based on risk and goals.

The Psychology Behind Wealth Building

The Psychology Behind Wealth Building

Understand the behaviours and mindset that influence financial success.

Investing Across Asset Classes

Investing Across Asset Classes

Explore stocks, mutual funds, fixed income, and alternative investments.

Portfolio Building & Diversification

Portfolio Building & Diversification

Learn how to construct a balanced investment portfolio based on risk and goals.

Long-Term Wealth Planning

Long-Term Wealth Planning

Build strategies for retirement, life goals, and sustainable financial growth.

Smart Money Management

Smart Money Management

Learn how to manage salary, debt, savings, and financial risks effectively.

End-to-End Wealth Blueprint

End-to-End Wealth Blueprint

Build your complete financial plan, from income and savings to investments.

Your Gateway to

AI-Driven Finance

Who This Is For
  • Young Professionals:Earning well but lacking a structured financial system to grow and manage wealth effectively.
  • Students & Early Learners:Looking to build real financial literacy and future-ready skills before entering the workforce.
  • Entrepreneurs & Founders:Need clarity in separating personal and business finances while building long-term wealth.
How to Get Started
  • 01
    Register for FreeSign up in minutes and get instant access to the program.
  • 02
    Learn at Your PaceExplore key concepts in finance and AI through structured modules.
  • 03
    Earn Your Power SkillComplete the course and receive your free certificate to showcase your skills.

Frequently Asked

Questions

Programmes

  • Online BBA
  • Online MBA

Admission

  • Online Admission Portal
  • Admission Policy
  • My Account

About Us

  • Recognition
  • Contact Us
  • Mandatory Disclosures
  • CIQA
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Academics

  • Course Delivery
  • Online Assessments

Disclaimer

Precautions to be taken by the students before enrolling in Programmes offered under Open & Distance Learning (ODL) and/or Online Learning (OL) mode.

Contact Us

Address: ATLAS SkillTech University Tower 1, Equinox Business Park LBS Marg, Off BKC, Kurla West Mumbai - 400 070
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