Wealth Management & Fintech crash course, Online BBA, Semester 6:
This subject covers personal financial planning across life stages, core investment products such as mutual funds, NPS, bonds and tax-saving instruments, the…
- 10 video lessons
- 2h 14m
- Study notes
- 50 quiz questions
- Assignment
10 lessons in Wealth Management & Fintech
Each lesson pairs one topic with a hand-picked video, trimmed to the part that teaches it.
About this subject
This subject covers personal financial planning across life stages, core investment products such as mutual funds, NPS, bonds and tax-saving instruments, the main fintech segments including payments, digital lending, robo-advisory and account aggregators, and the SEBI rules that protect investors. After it you will be able to build a goal-based financial plan, compare investment products for a client, explain how key fintech models work, and spot mis-selling under India's investment adviser regulations.
- 1
Life-Cycle Financial Planning
Module 1, Financial Planning: Life-cycle planning
Investors Life Cycle, Individual Investos life Cycle, financial planning and tax management mba· DWIVEDI GUIDANCE· 20 min
Study notes 5 quiz questionsWatch lesson - 2
Goal-Based Investing Explained
Module 1, Financial Planning: Goal-based investing
How Goal Based Investing For Goal Achievement Works | How To Achieve Financial Goals· Viplav Majumdar (Planyourworld.com)· 9 min
Study notes 5 quiz questionsWatch lesson - 3
Mutual Funds for Investors
Module 2, Products: Mutual funds
Mutual Funds Explained by Dhruv Rathee (Hindi) | Learn everything on Investments in 2020!· Dhruv Rathee· 14 min
Study notes 5 quiz questionsWatch lesson - 4
National Pension System (NPS)
Module 2, Products: NPS
NPS (National Pension Scheme) 3.0 – 2026 Guide With All Changes· Asset Yogi· 22 min
Study notes 5 quiz questionsWatch lesson - 5
Bonds and Tax-Saving Instruments
Module 2, Products: Bonds, Tax-saving instruments
Bonds vs FD - Which is a Better Investment in 2026?· Groww· 10 min
Study notes 5 quiz questionsWatch lesson - 6
Digital Payments and Lending Platforms
Module 3, Fintech: Payments, Lending platforms
How UPI Works: Real-Time Payments in India | Paypal | Zelle· ByteMonk· 9 min
Study notes 5 quiz questionsWatch lesson - 7
Robo-Advisory Explained
Module 3, Fintech: Robo-advisory
Robo Advisor - Meaning, Benefits and How does it Work | Angel One· Angel One· 4 min
Study notes 5 quiz questionsWatch lesson - 8
Account Aggregator Framework
Module 3, Fintech: Account aggregator framework
RBI Talks: From Paisa to Policy | Understanding Account Aggregator Framework with RBI· Reserve Bank of India· 14 min
Study notes 5 quiz questionsWatch lesson - 9
SEBI Investment Adviser Regulations
Module 4, Regulation & Ethics: SEBI investment adviser rules
SEBI Investment Adviser - A Complete Guide | @TheVikasGuptaShow @LegalCommentary· Advocate Vikas Gupta | Legal Commentary· 17 min
Study notes 5 quiz questionsWatch lesson - 10
Mis-Selling and Investor Protection
Module 4, Regulation & Ethics: Mis-selling and investor protection
Financial Mis-Selling: What Every Investor Must Know· 1 Finance Private Limited· 15 min
Study notes 5 quiz questionsWatch lesson
Assignment
Build a Life-Cycle Financial Plan for a Client Case
Less scrolling. More passing.
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Hand-picked video lessons
10 short lessons, each with the best YouTube explanation we could find, trimmed to the part that matters.
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Study notes
10 lessons come with a summary, key points, key terms and takeaways for quick revision.
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Quizzes
50 questions across the course, with the right answer and why, the moment you pick.
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Assignments
1 subject assignments with clear tasks, so you practise what each subject actually asks of you.
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Notebook
Write notes beside the video, stamped with the exact time, and jump back to that moment later.
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Progress that follows you
Completed lessons, quiz scores and where you stopped, saved to your account on every device.
- Live chat pass
Live chat
A members-only live chat beside every lesson: doubts, tips, stickers and GIFs with your batch. One ₹19 pass opens every live chat.
The Online BBA live chat. Study together, live.
A live chat right beside the video, shared by everyone studying Online BBA. Ask a Wealth Management & Fintech doubt mid-lesson, share a shortcut, celebrate a finished semester.
- Live chat beside every lesson
- One live chat for all of Online BBA
- Members-only stickers & GIFs
- One ₹19 pass opens every live chat
Online BBA live chat
Anyone else finding Wealth Management & Fintech tricky? 😅
Lesson 2 cleared it up for me. Watch it before the quiz
Doing it now, thanks!
Starting Customer Relationship Management tonight if anyone wants to go together
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Wealth Management & Fintech: common questions
This subject covers personal financial planning across life stages, core investment products such as mutual funds, NPS, bonds and tax-saving instruments, the main fintech segments including payments, digital lending, robo-advisory and account aggregators, and the SEBI rules that protect investors. After it you will be able to build a goal-based financial plan, compare investment products for a client, explain how key fintech models work, and spot mis-selling under India's investment adviser regulations. It's the Wealth Management & Fintech subject of Online BBA, Semester 6, in 10 lessons: Life-Cycle Financial Planning; Goal-Based Investing Explained; Mutual Funds for Investors; National Pension System (NPS); Bonds and Tax-Saving Instruments; Digital Payments and Lending Platforms; Robo-Advisory Explained; Account Aggregator Framework; SEBI Investment Adviser Regulations; Mis-Selling and Investor Protection.
Yes. Every video lesson is free to watch without an account. A free login unlocks study notes, quizzes, the assignment, a notebook and progress that syncs across devices.
About 2h 14m of video across 10 lessons, plus time for notes and quizzes. Go at your own pace; your place is saved.
Yes: “Build a Life-Cycle Financial Plan for a Client Case”. It comes after the last lesson, with a brief, clear tasks and how the work is judged.
A members-only live chat beside the video, shared by everyone studying Online BBA, where learners ask doubts, share tips and react with stickers and GIFs. One ₹19 pass, paid once from your InsideEdge wallet, opens the live chat for every degree.
No. It's a crash course to help you understand and revise the subject quickly. Use it alongside your official study material and assignments.