What it is
A bite-sized, anxiety-free micro-course that walks you step-by-step from “I’m scared to begin” to your first live SIP—auto-debit set, reminder scheduled, and a simple tracker to keep you going. Built for real life in Tier 2/3 India and designed for women restarting financially after a life change.
Who it’s for
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First-time investors, newly single moms, or anyone rebuilding from zero
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People who want plain language, no jargon, and a calm, handheld setup
In 60 minutes you will
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Pick a starter amount (₹500–₹1500) and a monthly SIP date you can actually sustain
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Choose a beginner-friendly route (parking vs low-risk investing) based on your timeline & comfort
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Complete KYC & account opening (checklist + screen-by-screen)
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Start your first SIP and set auto-debit
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Add our one-page tracker and a monthly review ritual
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Save a “First SIP receipt” in your Family Wealth Folder
What you get
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6 short videos (Hindi/English, mobile-first)
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Printable SIP Starter Checklist, KYC pack, and Monthly Tracker
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A tiny SIP Calculator to plan ₹→ goals
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“Calm your money nerves” guided journaling page
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Access to the WhatsApp peer group for gentle nudges
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Optional upgrade: 1:1 Wealth Therapy (₹2999) or Restart Portfolio Plan via partner RIA
Results you can expect
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Your first SIP is live before the course ends
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A clear, repeatable monthly review you won’t dread
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Confidence to add +₹100–₹500 as your stability grows
Educational content. Not investment advice. For personalised recommendations, use the Restart Portfolio Plan (partner RIA).
