PrivateWealth

Name: Private Wealth Management Program Bootcamp
Brand: Fin Maverick
SKU: 6a9557080ae39d586850e7af
Price: 4499 INR
Availability: InStock

Bootcamp

A family’s money, sorted for life.Learn to understand a family’s money, build their plan and keep it on track for life.

Buy now for₹2,699~~₹4,499~~ → 40% off

Yourworkdoesn’tdisappearwhenthebootcampends.Itbecomesproof.

Everyone who finishes gets a certificate for the work they did. If your work is strong, you can also earn a certificate of appreciation or a letter of recommendation.

01Certificate of Internship 02Certificate of Appreciation 03Letter of Recommendation

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

Program Lead

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

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

Program Lead

How the 6 weeks work

Never planned someone else’s money before? Start here. Each week you learn one part of a wealth analyst’s job, practise it on the same family, and hand in one piece of work.

Weeks 1 and 2

Get to know the family

Learn who does what in a wealth firm, read the markets, use the maths of saving, and find out what the family really needs.

Hand in: diagnosis and suitability

Week 3

Choose the products

Compare deposits, bonds, shares, funds and alternatives, and measure returns the honest way.

Hand in: a product screen

Week 4

Build the plan

Turn three goals into one plan, check retirement money will last and see where tax changes the answer.

Hand in: allocation, retirement and tax

Week 5

Protect it and report on it

Check insurance and the will, then explain the family’s results in a report they understand.

Practice: a client report

Week 6

Capstone: the whole family review

Bring everything together for one complex family and present the review in a meeting.

Final: a family review

SWIPE FOR ALL 6 WEEKS →KEEP SCROLLING FOR ALL 6 WEEKS ↓

THE GOAL LAB

Pick the return. Watch the saving change.

To reach a goal, a family saves a fixed amount every month. The return you assume decides how much they need to save. Pick an assumption and see if the plan fits their budget.

THE FAMILY Goal: ₹2 crore in 15 years. They can save up to ₹50,000 a month.

Yearly return you assume6%8%10%12%14%

6% 8% 10% 12% 14%

A higher assumed return makes the plan look easier. It does not make markets kinder.

SAVE EACH MONTH ₹68,800₹57,800₹48,300₹40,000₹33,000 to reach ₹2 crore

FITS THE BUDGET? NoNoYesYesYes against ₹50,000 a month

₹2 crore in 15 years at 6% a year needs about ₹68,800 a month.₹2 crore in 15 years at 8% a year needs about ₹57,800 a month.₹2 crore in 15 years at 10% a year needs about ₹48,300 a month.₹2 crore in 15 years at 12% a year needs about ₹40,000 a month.₹2 crore in 15 years at 14% a year needs about ₹33,000 a month.

! Safe return, too much savingAbove their budget. Change the goal, the time or the mix.

! Close, but over budgetA careful assumption that still needs ₹7,800 more a month.

✓ Fits, if the mix supports itWithin budget, but needs a portfolio with enough shares to earn 10%.

! Looks easy, relies on marketsThe plan only works if markets are generous for fifteen years.

! Too good to promiseFew portfolios earn this reliably. A plan built on it will disappoint.

Example numbers for learning. Not real advice.

The topics you
actually master

Six skills a wealth team will test you on. Each one starts with a real problem from the job and ends with work you can show.

01Who does whatKnow who needs to see an enquiry before anyone replies+
Week 1 · On the desk “An enquiry arrives from a founder who lives in two countries. Who needs to touch it before anyone replies?” You learn Wealth firmsThe analyst’s roleWho must sign offReading the markets You walk out withA map of who handles whatMilestone 1 Interview question it answersWhat does a wealth analyst do day to day?
02The maths of savingCheck a goal calculator before a client sees it+
Weeks 1–2 · On the desk “A calculator built by a colleague who has left is about to reach a client. Check it first.” You learn Money grows over timeSaving each monthChecking a calculatorInflation You walk out withA checked goal calculatorMilestone 1 Interview question it answersHow much should someone save each month for a goal?
03Knowing the familyFind what the family really needs+
Week 2 · On the desk “The questionnaire says aggressive, the cash flow says otherwise, and the son is doing most of the talking.” You learn Reading their papersGoals and prioritiesHow much risk they can takeWho is really deciding You walk out withA diagnosis and suitability noteMilestone 1 Interview question it answersHow do you judge how much risk a client can take?
04Choosing productsPick products that fit the family, not the sales pitch+
Week 3 · On the desk “Three fund proposals reach the meeting next week and their documents disagree with each other.” You learn Deposits and bondsShares and fundsAlternativesMeasuring returns honestly You walk out withA product screen with reasonsMilestone 2 Interview question it answersHow would you compare two funds for a client?
05Building the planTurn three goals into one plan that holds together+
Week 4 · On the desk “A household five years from retirement asks whether their money will last, and nobody has modelled it.” You learn Three goals, one planWill retirement money last?Where tax changes the answerA concentrated holding You walk out withAn allocation and retirement planMilestone 3 Interview question it answersHow do you plan for several goals at once?
06Protect and reviewKeep the plan safe and explain it clearly+
Weeks 5–6 · On the desk “A family with three dependants, a business and a will nobody has checked against how assets are held.” You learn InsuranceWills and how assets are heldReporting resultsThe review meeting You walk out withA full family reviewCapstone Interview question it answersHow would you explain a portfolio that lagged to a client?

01 / 06 Week 1

On the desk

“An enquiry arrives from a founder who lives in two countries. Who needs to touch it before anyone replies?”

You learn

Wealth firms The analyst’s role Who must sign off Reading the markets

You walk out with A map of who handles what Milestone 1

Interview question it answersWhat does a wealth analyst do day to day? Start in Week 1 →

02 / 06 Weeks 1–2

On the desk

“A calculator built by a colleague who has left is about to reach a client. Check it first.”

You learn

Money grows over time Saving each month Checking a calculator Inflation

You walk out with A checked goal calculator Milestone 1

Interview question it answersHow much should someone save each month for a goal? Start in Week 1 →

03 / 06 Week 2

On the desk

“The questionnaire says aggressive, the cash flow says otherwise, and the son is doing most of the talking.”

You learn

Reading their papers Goals and priorities How much risk they can take Who is really deciding

You walk out with A diagnosis and suitability note Milestone 1

Interview question it answersHow do you judge how much risk a client can take? Start in Week 1 →

04 / 06 Week 3

On the desk

“Three fund proposals reach the meeting next week and their documents disagree with each other.”

You learn

Deposits and bonds Shares and funds Alternatives Measuring returns honestly

You walk out with A product screen with reasons Milestone 2

Interview question it answersHow would you compare two funds for a client? Start in Week 1 →

05 / 06 Week 4

On the desk

“A household five years from retirement asks whether their money will last, and nobody has modelled it.”

You learn

Three goals, one plan Will retirement money last? Where tax changes the answer A concentrated holding

You walk out with An allocation and retirement plan Milestone 3

Interview question it answersHow do you plan for several goals at once? Start in Week 1 →

06 / 06 Weeks 5–6

On the desk

“A family with three dependants, a business and a will nobody has checked against how assets are held.”

You learn

Insurance Wills and how assets are held Reporting results The review meeting

You walk out with A full family review Capstone

Interview question it answersHow would you explain a portfolio that lagged to a client? Start in Week 1 →

Make a call. See the miss. Fix the logic.

The simulations you run

You make a real call for a family, see where it goes wrong, then fix it. Here are three of them.

Return in the report 8% Their own money flows counted

“My account is only up 5%”

The report shows 8% and the client’s account rose 5%. Explain the gap using when they added and took out money.

Open simulation →

What the family needs most

Growth

Cash in 8 months

check liquidity

Growth they cannot use

The plan chases growth, but the family needs cash for a house in eight months. Fix the mix.

Open simulation →

Three proposals to review

Fund A disagrees

Fund B disagrees

Fund C disagrees

PMS disagrees

Documents that disagree

Each proposal’s factsheet and documents tell a different story. Find which claims hold up.

Open simulation →

TRY ONE · NO SIGN-UP

Which return is right?

WEEK 3 · CHOOSING PRODUCTS

A client invests ₹10 lakh. It grows to ₹11 lakh by mid-year. They then add ₹10 lakh. By year end the total is ₹21 lakh. How did the investments do in the second half?

AGreat: the account grew from ₹10 lakh to ₹21 lakh.✓✕ BFlat: ₹21 lakh in, ₹21 lakh at the end.✓✕ CIt lost money in the second half.✓✕ DYou cannot tell without the fund’s name.✓✕

Right call. Not quite.

After the top-up there was ₹11 lakh + ₹10 lakh = ₹21 lakh invested, and the year ended at ₹21 lakh. So the second half earned nothing. The account more than doubled only because the client added money. Separating what the client put in from what the investments earned is the first step in any honest report.

Milestone preview

Three graded milestones and a capstone. Each one is real work you can show.

Fin Maverick.

M1 M2 M3 C

Week 2

Diagnosis and suitability

A family file with papers that disagree, an aggressive questionnaire score, little cash on hand and an adult child doing most of the talking.

✓ Read the file

✓ Find the real goals

✓ Judge the risk

✓ Write the note

Week 3

Product screen and measurement

Three proposals whose documents disagree, and a portfolio in several currencies with stale prices and money flowing in and out.

✓ Screen the products

✓ Check the claims

✓ Measure the returns

✓ Recommend

Week 4

Allocation, retirement and tax

A family five years from retirement with three goals, one large holding with a big gain, uncertain income and a possible move abroad.

✓ Set the mix

✓ Test retirement

✓ Plan the large holding

✓ Mark where tax matters

Week 6

Capstone: the full family review

A founder family in two countries, wealth tied up in one company, dependants, several currencies and a review meeting on Thursday.

✓ Bring it together

✓ Protect the family

✓ Build the report

✓ Run the meeting

GRADED

Five ways you
actually learn

Every week follows the same simple loop: learn an idea, try it straight away, use it to make a decision, review it, then show you can do it.

01 Learn the ideaOne idea at a timeShort enough to finishStraight into practiceLearn the idea 02 Try it at onceSmall actions after each lessonSafe to get wrongFeedback on the spotTry it at once 03 Make the callSimulations built on a real familyEvery decision has a consequenceFix it and go againMake the call 04 Lock it inA one-page note to keepA quiz on a fresh caseRemember it, not just recognise itLock it in 05 Prove itMilestones that test the weekEach one feeds the capstoneA family plan you can defendProve it

ASK THE DESK

What learners ask before they join.

Do I need a finance background? How much time does it take each week? Is it live or recorded? What do I walk out with? Will this get me a job?

FMFin Maverickquestion 01 of 05

Do I need a finance background?

No. Week 1 starts from zero: how a wealth firm works and what a family needs from it. If you are comfortable with percentages and a basic spreadsheet, the bootcamp teaches everything else.

FMFin Maverickquestion 02 of 05

How much time does it take each week?

Plan a few focused hours each week. Lessons are short and recorded, so you can fit them around college or work.

FMFin Maverickquestion 03 of 05

Is it live or recorded?

Fully self-paced. Lessons, actions, simulations and milestones are all on demand, so you learn when it suits you and replay anything as often as you need.

FMFin Maverickquestion 04 of 05

What do I walk out with?

Work you can walk through in an interview: a family diagnosis, a product screen, an allocation and retirement plan, a client report and a full family review. Strong work also earns a certificate of appreciation or a letter of recommendation.

FMFin Maverickquestion 05 of 05

Will this get me a job?

No course can promise that. What it gives you is work you can show and the answers to the questions wealth teams actually ask. That is what gets you through the interview.

Next question → Next question → Next question → Next question → Next question →

SIX WEEKS WITH ONE FAMILY

Learn to understand a family’s money, build their plan and keep it on track for life.

₹2,699/- 40% OFF~~₹4,499/-~~

Enroll now →

Video lessonsLearn each idea once, properly Quick actionsTry it the moment you learn it SimulationsMake the call on a real family Revision notesOne page to keep for the desk MilestonesGraded work that builds your file CapstoneOne family plan you can defend

Video lessons Quick actions Simulations Revision notes Milestones Capstone