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The Financial Fitness Blueprint Course

3 Levels

Financial Fitness System
Level 0

Financial Fitness System - Level 0

Foundational Course

Financial Fitness Essentials
Level 1

Financial Fitness Essentials - Level 1

Indian financial system

Financial Fitness Proficiency
Level 2

Financial Fitness Proficiency - Level 2

Strategies & Actionable Plans

Financial Fitness System Level 0

Course Features
 ⁖ Over just 1 to 1.5 hours each day, you’ll dive into essential knowledge and powerful skills that will shift your mindset from confusion to confidence as you make smart financial decisions. Discover the six key components of a rock-solid investment plan, and gain the tools you need to systematically manage your finances to align with your life goals.

 ⁖ Unlock Your Financial Future! Get ready to transform your financial life with our dynamic foundational course! This exciting 3-day journey is your ticket to seizing control of your money and accelerating your path to financial freedom beyond your wildest dreams. Say goodbye to the relentless chase for money and learn how to attract it strategically into your life!

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 ⁖ Wave goodbye to the daily rat race! Learn actionable strategies to beat inflation, unleash the Wealth Creation Formula, and create a vital second income. Step into a future loaded with possibilities, all while gaining the insights to potentially achieve financial freedom by age. Don’t miss this opportunity to change your life—let’s embark on this exciting journey together!
 ⁖ Contents
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3 Sections • 17 Lectures • 5 hr 30 min
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3 Days - 1 to 1.5 hours each day
Idea Perception
⁖ Day 1

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Awareness
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Money Myths
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Dreams and Goals
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Financial Freedom
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Basic Goals
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Risk Appetite
The Essential Ingredients for Success
⁖ Day 2

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Inflation
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Financial Planning Fundamentals
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Financial Needs and Contingencies
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Corpus Types
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Wealth Creation Formula
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Accountability
A Clear Action Plan
⁖ Day 3

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Review of Basic and Lifestyle Goals
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Saving and Investment
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Action Plan
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Tracking Guideline
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Second Income Resources
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Adventure Begins

Financial Fitness Essentials Level 1

Course Features
 ⁖ Unlock the mysteries of the Indian financial system and harness the power of the Time Value of Money and Compounding to lay a strong foundation for wealth. Cultivate powerful financial habits, master budgeting, and take control of debt to protect your income from inflation and unexpected challenges. Understand the psychology of money and break free from negative patterns to construct your own Financial Safety Net. 

 ⁖ Go beyond mere saving! Discover the proven strategies to purposefully allocate every rupee in alignment with your core goals. Use effective formulas to ensure your investments outpace rising costs. Gain insights into the calculation of your CIBIL Score and learn how to harness 'good debt' while steering clear of the credit card trap. 

Financial Fitness Essentials
 ⁖ Transform your dreams into actionable plans utilising the proven Goal framework. Stop the loss! Learn the best places to hold funds for liquidity and how to achieve higher returns safely.
 ⁖ Contents
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3 Modules • 12 Sections • 33 Lectures • 13 hrs
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8 to 10 Days - 1 to 1.5 hours each day
Master The Foundational Concepts
⁖ Module 1: Money Basics

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Section 1: Why Personal Finance Matters
  • Financial Literacy
  • Importance of Financial Fitness
  • Brief History of Finance in India
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Section 2: Mastering Financial Terms
  • Key Financial Concepts in India
  • Income, Expenses, Savings, Investments
  • Busting Financial Myths
  • KYC and Tax Basics
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Section 3: Setting Financial Goals
  • Short, Medium, Long Term Goals
  • Aligning Goals with Life Milestones
  • SMART Goal Setting
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Section 4: Budgeting 101
  • Needs vs Wants
  • Creating Personal Budget
  • Building Financial Habits
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Section 5: Understanding The Banking System
  • Overview of Indian Banking
  • Banking Services
  • Digital Payments and UPI
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Section 6: Managing Credit
  • Cashless Spending Guide
  • Basics of Borrowing
  • Credit Scores Explained
Practical Learning Approach
⁖ Module 2: Safe Investment Choices

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Section 1: Power of Compound Interests
  • Time Value of Money
  • Impact of Compound Interest on Wealth
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Section 2: Exploring Savings Accounts & FD
  • Savings Accounts, FD, and RD
  • Sweep-In FD
  • FD Rate Comparisons
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Section 3: Post Office Savings Schemes
  • Popular Schemes and Term Deposits
  • Using Schemes for Long-Term Goals
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Section 4: Tax on Investments
  • Tax Rules for Savings and FD
  • Maximising Tax Savings
Risk Awareness and Protection
⁖ Module 3: Protecting Your Finances

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Section 1: The Basics of Insurance
  • Term Insurance vs Endowment Plans
  • Importance of Health Insurance
  • Critical Illness Riders
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Section 2: Building An Emergency Fund
  • Creating an Emergency Fund
  • Best Storage Options for Emergency Funds
⁖ Value Marathon

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Marathon

Financial Fitness Proficiency Level 2

Course Features
⁖ A. Holistic "FORT" Methodology Unlike basic courses that focus only on the stock market, this course builds a fortress around the investor's wealth using the FORT framework:
     • Financial Blueprinting (Budgeting & Goals)
     • Opportunity in Equity (Stocks & MFs)
     • Risk Management (Debt & Insurance)
     • Tangible Assets (Gold & Real Estate)
⁖ B. Indian-Context Specificity The content is hyper-localised for the Indian environment. It moves beyond generic advice and deals with:
     • Indian Tax Laws
     • Indian Instruments
     • Indian Market Psychology
Financial FItness Proficiency
⁖ C. Action-Oriented Toolkits The course is not just theoretical; it includes high-value, downloadable Excel assets to force execution:
     • The Financial Blueprint Worksheet: A dashboard for Net Worth, Budgeting, and Goal Planning.
     • Retirement SWP Calculator: To model the "Kalpavriksha Plantation".
     • Tax & Ratio Toolkit: For calculating Indexation Benefits and Stock Ratios (P/E, Dividend Yield).
⁖ D. Advanced "Pro" Strategies It introduces sophisticated concepts usually reserved for HNIs (High Net-Worth Individuals), such as:
     • Core-Satellite Investing: Mixing passive Index funds with active direct stocks.
     • Systematic Transfer Plans (STP): Strategies to deploy lump-sum bonuses without timing risk.
     • Systematic Withdrawal Plans (SWP): Creating a tax-efficient pension.
⁖ Solutions Offered to Indian Young Adults
     • Problem 1: Analysis Paralysis (Too many options)
     • The Solution: The "Art of the Start"

     • Problem 2: Inflation Eating Savings
     • The Solution: The concept of "Real Rate of Return"

     • Problem 3: Fear of Stock Market Volatility
     • The Solution: Automating discipline and removing emotional timing, Market Cycle Analysis

     • Problem 4: Inefficient Tax Planning
     • The Solution: A dedicated module on Tax-Effective Investing

     • Problem 5: Lack of Legacy Planning
     • The Solution: A dedicated chapter on Estate Planning

     • Problem 6: Execution Gap
     • The Solution: Advisor Model
 ⁖ Contents
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6 Modules • 13 Chapters • 40 Lectures • 17 to 25 hrs
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15 to 25 Days - 1 to 1.5 hours each day
Goal Based Financial Planning
⁖ Module 1: Mastering Financial Goal Planning

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Chapter 1: Planning for Big Goals
  • The "Art of the Start" for Investors
  • Planning for Major Life Events using equity, bonds and mutual fund schemes
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Chapter 2: Crafting a Financial Blueprint
  • Master budgeting techniques for an expert investor
  • Building a Comprehensive Financial Plan
  • Aligning Goals with Products
  • Downloadable Blueprint Worksheet
Secret of Exponential Wealth Creation
⁖ Module 2: High-Risk Investments

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Chapter 3: Intro to Stock Market
  • How the Stock Market Works
  • Key Indicators to Know
  • Basic Financial Ratios
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Chapter 4: Mutual Funds
  • Introduction and Types of Mutual Funds
  • SIP vs. Lump Sum
  • Risk-Return Analysis
  • Understanding SWP and STP
  • Step-by-step nurturing your Kalpavriksha using Mutual Funds
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Chapter 5: Investing in Stocks
  • Fundamental vs. Technical Analysis
  • Index Funds and ETFs
  • Step-by-Step Guide to Stock Investing with the help of fundamental and technical analysis
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Chapter 6: Bonds and NCDs
  • Govt Bonds vs. Corporate Bonds
  • Understanding NCDs
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Chapter 7: Gold and Real Estate
  • Gold: Digital Gold, ETFs, Sovereign Bonds
  • Real Estate: REITs and Direct Ownership
  • 5-Step Real Estate Investment Process
  • General Insurance products to protect your investments and properties
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Chapter 8: Reading Market Cycles
  • Impact of Inflation and Interest Rates
  • Yield Curve Analysis
Long Term Wealth Strategy
⁖ Module 3: Advanced Strategies

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Chapter 9: Diversifying and Managing Risk
  • Investment Philosophies of Top Investors
  • Common Mistakes to Avoid
  • Balancing Risk and Return
  • Asset Diversification for Stability
Tax Smart Investing
⁖ Module 4: Growing and Preserving Wealth

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Chapter 10: Tax-Effective Investing
  • Taxation on Mutual Funds, Bonds, and Stocks
  • Minimising Tax Liabilities
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Chapter 11: Legacy and Estate Planning
  • Role of Nominees and Beneficiaries
  • Creating a Will and Planning Your Legacy
Guidance for Beginners
⁖ Module 5: Assistance on investment

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Chapter 12: Brokers and Advisors
  • Role of Brokers and Advisors for your investment journey
  • Prudent Corporate Advisory Limited (Details)
  • Turtlemint Insurance (Details)
  • Probitas Insurance (Details)
Free Consultation Support
⁖ Module 6: Towards The End

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Chapter 13: End of Learning, Beginning of Building
  • End Notes and further assistance details
  • Examples of 'FORT' combination plans for investments
⁖ Value Marathon

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Who Needs the Financial Fitness Blueprint?

What Top Coaches in Personal Finance & Wealth Coaching for Young Indians Are Missing?
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Deep Personalisation for Unique Challenges:
 ⁖ Most coaches teach broad investing or financial literacy but do NOT deeply address the urgent debt struggles, impulse spending habits, and lack of personalised, stepwise wealth-building disciplines tailored for Indian young adults living with family or starting careers.
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Integration of Behavioural Change with Practical Digital Coaching:
 ⁖ Only a few address the psychological and emotional barriers behind poor money habits and combine them with a digital platform that provides ongoing accountability, tracking, and adjustment.
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Clear Pathways to Early Retirement and Second Income Streams:
 ⁖ Their coaching primarily focuses on wealth creation via market investments but rarely offers a comprehensive plan for early retirement, tax-efficient retirement corpus building, and diversified second income creation relevant to Indian youth.
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Culturally Aligned, Spiritually Rooted Financial Coaching:
⁖ Almost no one incorporates India’s rich spiritual teachings (like Jainism’s ethical wealth principles) combined with financial growth—creating a unique deeper-life-purpose approach.
What Problem Does Nobody Address?
⁖ How to break cycles of short-term impulse spending combined with social pressures AND simultaneously build a disciplined, automated, diversified wealth portfolio with clear tracking in a digital environment.
⁖ This includes addressing debt relief, developing a money mindset, adopting digital finance tools and balancing lifestyle, family responsibilities, and spiritual values simultaneously.
What Method Does Nobody Use?
⁖ A hybrid coaching platform + course + ongoing digital accountability ecosystem empowering youth step-by-step to:
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Personal Financial Awareness (deep diagnostics)
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Customised Goal Setting & Visualisation aligned with life and spiritual values
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Hands-on Financial Planning tied to India-specific tools (tax, investments, insurance)
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Behavioral Reinforcement (myth-busting, habit alignment, peer-community)
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Systematic Execution with digital check-ins & progress tracking
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Review plus Strategic Pivoting for sustained growth & early retirement
⁖ None combine education + coaching + tech-enabled progress tracking + cultural & spiritual integration into a single seamless course like the Financial Fitness Blueprint.

Elevista  –  Financial Fitness Blueprint

I, Kejal Kapadia, created "Elevista – Financial Fitness Blueprint":
—the FIRST Indian-centric, deeply personalised, spiritually informed digital coaching platform with a proven 6-step system uniquely designed for young adults who want:
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To escape debt and build an automated money machine fast, not someday
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To combine financial clarity with ethics and life purpose inspired by Jainism and other Indian cultures
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To generate multiple income streams for early retirement by age 45 or earlier
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To have continuous accountability, community, and clarity, shifting from confusion to confident wealth-building
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To harness digital tools and culturally relevant strategies unified in one easy-to-follow path
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doneDon't miss out. Begin your journey now!

Go for the Financial Fitness Blueprint Bundle

Enrol Now & Grab the 61,000 ₹ Discount!
 ⁖ Here is what you get to unlock
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Level 0 – Financial Fitness System
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Level 1 – Financial Fitness Essentials
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Level 2 – Financial Fitness Proficiency
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Financial Tools and Calculators
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Truly Wealthy League Community Access
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Email Mentorship & 1-1 meeting at office
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VIP Access to Upcoming Courses & Bonuses
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Personalised investment combo plans to create lifetime passive income
⁖ Claim your seat now! 
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Enrol Today for ₹35,000 Only!
doneYour Journey to True Wealth Starts Here.
Financial Fitness Blueprint Course Enrolment

Disclaimer

Educational Focus & Scope

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This course is focused solely on creating awareness of the basic principles of personal financial management. Please note that this curriculum is not intended to be a standard syllabus or a replacement for a formal academic course in financial management. Its purpose is to give you a general idea of concepts, and it does not offer personalised investment tips, specific product recommendations, or advice on buying particular securities.

Risk Acknowledgment

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All mutual fund and investment products are subject to market risks, and past performance is not a guide to future results; please read all scheme-related documents carefully before investing and make independent decisions based on their financial goals and risk appetite.

No Guaranteed Outcomes

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This course does not promise or guarantee any specific financial results or future earnings; all figures and examples are for illustrative and conceptual purposes only and may vary based on individual circumstances.

Independent Verification

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The information presented here is general in nature. Learners are advised to consult a qualified financial advisor or tax professional before making investment decisions tailored to your personal situation.

Regulatory Compliance

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This course follows SEBI’s investor education framework and is solely designed to promote financial literacy; thus, it does not offer portfolio management, advisory, or stock recommendation services. While my roles as a Mutual Fund Distributor and an Insurance Agent mean I am authorised to sell products, this course is strictly independent financial education and not a sales solicitation.

Compensation Transparency

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 As a registered distributor and agent, please be aware that I receive commissions from product providers (AMCs/Insurers) if you choose to invest or purchase mutual funds/insurance through me.

Non-Advisory Capacity

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Please note that I operate as a distributor and agent, which means I am not providing individualised or fiduciary investment advice as defined by SEBI. My function is limited to financial education and execution services related to the distribution of mutual funds and insurance products.

Personal Responsibility

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The decisions you make based on the learning from this course are entirely your own. Neither the instructor nor the platform shall be held responsible for any financial gains or losses arising from your investment actions.

3rd-Party Links

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The course material may include links to third-party websites or resources for your convenience. We are not responsible for the content, privacy policies, or accuracy of any external sites linked within the course.
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