Money360 Masterclass by Dhanvantree

Empowering You with Practical Financial Knowledge: the Money360 Masterclass for Workplaces, Colleges and Communities in Delhi

The Money360 Masterclass by Dhanvantree is a structured, goal-based financial literacy session designed to help you protect what matters, save with purpose, grow your money, borrow wisely, and generate reliable income. At Dhanvantri Capital Services Private Limited, financial growth isn't just about earning more, it's about making informed decisions at every stage of life.

Why the Money360 Masterclass Matters?

Our masterclass breaks down complex financial products into one simple framework, helping participants build a balanced, goal-focused financial plan at every life stage.

Invest with Discipline

See why starting early and staying consistent through SIP and Step-Up SIP beats trying to time the market. Starting 10 years earlier can be worth more than doubling your monthly investment later.

Avoid Common Financial Mistakes

Spot protection gaps, over-reliance on employer health cover, and stressful borrowing (EMI ratio above 40%) before they become a problem.

Connect Investments with Life Goals

Understand the six building blocks of a healthy portfolio: liquidity, stability, regular income, long-term growth, diversification and protection, and why none of them should be skipped.

Prepare for Every Life Stage

Use a simple investment mindset, liabilities plus goals plus family income support minus existing assets minus existing cover, to find out how under-insured (or over-insured) you really are.

Understand Risk Before Investing

Weigh risk, return, time horizon, and personal circumstances before investing.

Why Choose Dhanvantree for Your Money360 Masterclass?

10+

SESSIONS CONDUCTED

250+

PARTICIPANTS REACHED

Upcoming Money360 Masterclass

Date	Speaker	Venue / Host Organisation
15-08-2026	Mr. Aman Verma, Dhanvantree and Mr. Pankaj Sahijwani, HDFC Mutual Fund	Indraprastha College for Women (IPCW)

Money360 Masterclass: A Successful Step Towards Investor Education

Join our virtual Money360 Masterclass, designed specifically for working professionals looking to elevate their financial awareness, master money management, and make informed investment decisions.

Gain practical insights and actionable tools to navigate your personal finances with total clarity and confidence.

Past Sessions

Date	Speakers	Venue / Host Organisation
12-08-2026	Mr. Aman Verma, Mr. Abhay Chauhan and Mr. Naman Jain, Dhanvantree and Mr. Gaurav Khemka, SBI Mutual Fund	Pristyn Care Elantis Hospital, Lajpat Nagar
29-07-2026	Mr. Abhay Chauhan and Mr. Naman Jain, Dhanvantree	Bhagwati Hospital, Rohini
25-07-2026	Ms. Rishita Sharma, Dhanvantree	Affinity Saloon, Connaught Place
11-07-2026	Mr. Aman Verma, Dhanvantree and Mr. Vipul Chadha, BNP Baroda Paribas Mutual Fund	Virtual
03-07-2026	Mr. Abhay Chauhan and Mr. Naman Jain, Dhanvantree and Ms. Vandana Tiwari, Nippon India Mutual Fund	Virtual, FIRD Office

Money360 Masterclass: Spreading Financial Knowledge Across All Walks of Life

Financial literacy isn't just for Wall Street, it's for Main Street. We bring tailored Money360 Masterclass directly to the places where people live, work, learn, and care for one another.

Empowering the Next Generation: Financial Literacy for Schools & Colleges

Today’s students are tomorrow’s investors. Our Money360 Masterclass brings structured financial literacy directly to campuses, simplifying complex concepts and empowering young minds to make smart, informed financial decisions.

Transforming Workplaces: Corporate Financial Literacy & Wellness

Financial uncertainty is a major cause of employee stress and reduced productivity. Our Money360 Masterclass for Corporate Employees simplifies investment concepts through engaging educational sessions, supporting holistic workforce development and employee wellbeing.

Empowering Healthcare Professionals: Financial Literacy for Hospitals & Medical Institutions

Medical professionals dedicate years to their education, meaning personal financial awareness often takes a back seat. Our Money360 Masterclass brings structured financial literacy sessions directly to hospitals—simplifying investment concepts and empowering doctors, surgeons, and medical faculty to make informed financial decisions.

Helping Families Prosper: Financial Awareness for Residential Societies

Every family, regardless of income or life stage, faces financial decisions that shape their future. Our Money360 Masterclass brings an entirely free, non-commercial educational initiative directly to your residential society—helping neighbors learn together, navigate economic changes responsibly, and secure their households.

What You Will Learn in the Money360 Masterclass

Money360 Masterclass - Strategies to build long-term wealth

How to start your investment journey

You'll learn how to start your investment journey by understanding the essential first steps, setting clear financial goals, and assessing your risk tolerance. You'll also discover why starting early and investing consistently can support long-term wealth creation, along with common beginner mistakes to avoid as you build your investment habits.

Basics of SIP and Lumpsum investing

You'll learn the fundamentals of SIP and lumpsum investing, how each approach works, and when they may be suitable based on different financial goals and investment horizons. You'll also understand the key differences between the two and the factors to consider before choosing an investment approach.

Importance of Goal-Based Investing

You'll learn why investing with clear financial goals helps bring direction and discipline to your investment journey. You'll understand how goal-based investing can help you align your investments with milestones such as buying a home, funding education, or planning for retirement, while encouraging a more structured long-term approach.

Common mistakes to avoid in investing

You'll learn about some of the most common investing mistakes, such as making emotional decisions, trying to time the market, ignoring diversification, and stopping investments during market volatility. You'll also understand how disciplined investing and a long-term perspective can help build better investment habits.

How to manage risk effectively

You'll learn how to understand and manage investment risk through diversification, appropriate asset allocation, and aligning investments with your financial goals and risk tolerance. You'll also discover why reviewing your portfolio periodically and maintaining a long-term perspective are important for navigating market fluctuations.

Strategies to build long-term wealth

You'll learn practical strategies to build long-term wealth through disciplined investing, regular contributions, diversification, and the power of compounding. You'll also understand why staying invested, reviewing your investments periodically, and maintaining a long-term perspective are important for achieving your financial goals.