AI Wealth Builder

Master AI for Smarter Wealth Management

Built for leaders shaping an AI-driven future

5 Modules + Capstone Project

4 AI-Powered Excel Templates Included

Learn on Real Platforms - Screener, Groww, Kuvera

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?

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?

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?

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

Modules

You’ll Master

Module 1: Money Psychology & Wealth Foundations

Two Experts. Two Paths.

One Clear Outcome.

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.

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.

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.

Kushal Lodha

CA · CFA · ACCA

Overview

Turn Your Learning

into a Recognized Credential.

Certificate

Skills That

Set You Apart

The Psychology Behind Wealth Building

Understand the behaviours and mindset that influence financial success.

Investing Across Asset Classes

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

Portfolio Building & Diversification

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

The Psychology Behind Wealth Building

Understand the behaviours and mindset that influence financial success.

Investing Across Asset Classes

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

Portfolio Building & Diversification

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

Long-Term Wealth Planning

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

Smart Money Management

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

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.