Private Wealth Management Bootcamp

Build the household plan, including the hard truth.
Cohort starts 14 September 2026 Seats are open for prebooking now.
  • Fact base, cash flow and balance sheet
  • Risk capacity, tolerance and profile
  • Goals, gaps and required contribution
  • Suitability, review and plan delivery
₹4,499 40% OFF
Fin Maverick .
CERTIFICATE
OF APPRECIATION
THE FOLLOWING AWARD IS GIVEN TO
Your Name

in recognition of outstanding contribution and dedication shown during the Private Wealth Management bootcamp, and of a curiosity that went well beyond the syllabus.

Head of Program
Mentor
Fin Maverick .
CERTIFICATE
OF INTERNSHIP
THIS IS TO CERTIFY THAT
Your Name

has successfully completed an internship of 6 months with Fin Maverick under the Private Wealth Management program, during the period 01/01/2026 to 01/06/2026. Your Name carried the capstone from first brief to final submission, and showed real commitment, discipline and aptitude.

Head of Program
Mentor
Fin Maverick .
LETTER
OF RECOMMENDATION
TO WHOMSOEVER IT MAY CONCERN,

I am writing to recommend Your Name, who completed the Private Wealth Management bootcamp with Fin Maverick from 01/01/2026 to 01/06/2026.

Over the course of the program Your Name worked on the Private Wealth Management capstone and consistently stood out for judgement applied with genuine rigour rather than textbook recall.

I recommend Your Name without reservation for any opportunity in finance, and am confident they will bring the same dedication to future roles.

Sincerely,
Founder
Founder and CEO,
Fin Maverick

Your work doesn’t disappear
when the bootcamp ends.
It becomes proof.

Every finisher gets proof of work. Strong submissions can also earn appreciation or a recommendation under the cohort reward ladder.

01 Certificate of Internship
02 Certificate of Appreciation
03 Letter of Recommendation
Download Curriculum→
FIN MAVERICK

How the 6 weeks work

WEEK 01

Adviser and
perimeter

▤
WEEK 02

Fact base and
risk profile

▥
WEEK 03

Goals, gaps
and contribution

⌁
WEEK 04

Protection and
allocation

◫
WEEK 05

Review, suitability
and delivery

▧
WEEK 06

Capstone week

♜
Download Curriculum→

The topics you actually master

15 applied modules across five weeks - each tied to the case output.

Adviser and perimeter

  • What the adviser actually does
  • Adviser vs distributor perimeter
  • Client conversation that reveals risk
Week 01

Fact base and risk profile

  • Household cash flow and balance sheet
  • Capacity versus tolerance
  • Document the profile defensibly
Week 02

Goals, gaps and contribution

  • Goals, horizons and priorities
  • Required contribution math
  • Read the gap honestly
Week 03

Protection and allocation

  • Insurance as risk transfer
  • Buffer before investment
  • Asset allocation for a household
Week 04

Review, suitability and delivery

  • Rebalancing and review cadence
  • Suitability record that survives
  • Deliver the uncomfortable plan
Week 05

The simulations you run

Three interactive reps from the case. Make a call, see the miss, fix the logic.

Five ways you actually learn

Every week combines explainers, notes, reps, milestones and mentor review.

Video lessons

  • Fast explainers
  • No filler theory
  • Watch, then build

Fin Maverick grade notes

Applied
  • Desk-ready notes
  • Frameworks and checks
  • Use it in the case

Simulations

  • Hands-on reps
  • Wrong answers exposed
  • Fix the logic

Weekly milestones

  • One weekly output
  • Build the capstone
  • Stay on pace

Live mentor clearing

Cohort
  • Bring real doubts
  • Pressure-test work
  • Learn with the cohort

See it before you enrol

Three short videos: what the bootcamp covers, how a single week actually runs, and the piece of work you walk out with.

01

See the role, the case, and the exact output you build.

What this bootcamp covers Overview
02

Watch one week: lesson, task, checkpoint, feedback.

How one week runs Inside a week
03

Deliver the Ravikar household plan.

What you walk out with The capstone
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