Pro-Grade Investment Foundations
Core Investment Principles
£495 – Start Anytime
Low-cost, Passive Compounding in Shares, ETFs and Funds. Quick-start training to establish key investment foundations for life – for you and your family.
Popular with property investors seeking to diversify wealth with hassle-free, low-tax growth and income. For SSAS, SIPP, ISA & Cash investors
Learn the key principles for building a diversified, low-cost, inflation-beating portfolio for long-term financial security.
Join now to start your journey towards creating wealth through smart investing strategies.
Start any time. Lifetime Access.
Can upgrade to live programme later – with full refund of this payment.
Pro-Grade Content includes:
- Key Investment Principles
- Risk Profile Creation
- Core Investment Foundations
- Tax-efficient investing via SSAS, SIPPs, ISAs
- Asset Allocation and Personal Objective Tools
- Fee-efficient investing – saving you £thousands pa
- Compounded Return and Objectives Calculator
Beat Inflation. Slash Your Fees & Taxes. Passively Compound. Invest Like a Pro
Why You Should Enrol:
- Step-by-step guidance to simply and passively invest for financial security
- Direct learning from a professional fund manager
- Identify your personal risk profile
- Save £ thousands in fees – average saving £2,760 pa (or £56k compounded over 10 years)
- Suitable for all levels of experience
- Get to know what you don’t know – the inside track on how the pros invest and things they never do
- Pro-grade knowledge needed for a lifetime of successful investing
- Lifetime Access
“just finished the programme and thought it was amazing. I did it to diversify … Well worth it”
“I have just finished the programme and thought it was amazing! I did it to diversify, but with my SSAS specifically.
The Core and Satellite strategy he teaches for ETFs is fantastic. Well worth it!”
Neil Munday
“A great course which will save me a lot of money in fund manager fees going forward. I really like Manish’s presentation style, no shouty rah rah sales stuff.
Very clear, concise and has de-mystified the whole process of getting exposed to the stock market with low fees.
This gives me the confidence to manage my own investments – just what I was hoping to get from the course.”
Andrew Perry
More reviews from recent attendees below …
(… from other SSAS, ISA and Cash investors)
Meet Manish …
My Mission:
Pro-Grade intel – Simple Implementation
To provide you with pro-grade knowledge and tools for a lifetime of diversified, low-cost investing to maximise your compounded wealth
I believe that anyone can Invest Like a Pro. With the right set-up and tools you can manage your own investment portfolio with better performance, more cost-effectively and with simplicity
The Investment Academy was created by Manish Kataria.
Manish is a Fund Manager. A CFA-qualified professional with more than two decades of experience in professional investment management and UK property. He has managed investment portfolios for JPMorgan and other blue chip investment houses. Asset classes managed include Equities, ETFs, Funds and Options. Within property, he invests in and owns a range of assets including HMOs, BTLs and serviced accommodation.
InvestLikeAPro was created as the home of passive investing – covering Financial Markets, Options and Secured Property Loans.
Manish Kataria CFA
How to effectively invest in Stockmarkets. Passive, with Minimal Complexity.
Learn
About Stocks, ETFs and Funds
How to minimise fees in low-cost ETFs and Platforms
Beating inflation
Discover
Pro-grade Principles to max your compounding
How your portfolio should match your own personal risk profile and unique return objectives
How to identify and minimise hidden fees
Get
To Know What You Don’t Know.
Confidence to invest effectively for long-term wealth compounding.
Without needing a managed pension, wealth manager or financial advisor – saving £ thousands in fees every single year
Dates/Times: Anytime that suits you
Quick-start training with lifetime access
Price: £495
Can upgrade to live programme later, if needed – with a full refund of this payment.
SSAS Reimbursement
If you have a SSAS (or Ltd Company) it may pay for this training. For SSAS, use your business or personal card to make the payment and then send a “recharge invoice” to your SSAS administrator for your SSAS to reimburse you. A recharge invoice template will be provided to you at registration.
Core Foundations Academy Modules
Core Foundations, Asset Allocation,
Risk Profiling, Tools
Core Investment Foundations; Diversification drill-down. Personal Risk Profiling.
Asset Class Comparison analysis
Asset Allocation monitoring tool
Returns / Objectives Calculator
Pound-Cost Averaging
Overview of Platforms, Options, Stocks
Overview of Platforms, Satellite ETFs, Stock Screening, Stock Analysis, Options Investing, DD on Secured Loans
Lifetime Access
All training content, tools and spreadsheets are yours to access whenever required – lifetime access
The Investment Academy will help you:
- IN THE RIGHT PORTFOLIO FOR YOU
- CONTROL RISK
- MAXIMISE COMPOUNDING
- LONG TERM FINANCIAL SECURITY
- REGULAR INCOME
- STRATEGIES THAT WORK FOR YOU
Feedback from a few Recent Attendees
“We are predominantly invested in property as our main pillar, but were keen to diversify and add more pillars especially in light of how challenging property is now becoming with rising prices in; property tradesmen and materials etc, so we did the course and very pleased we did it as currently we are focused on building our wealth as passively as possible.” Chris and Vicki Harris
“An excellent and very worthwhile course which I am glad I participated in” Nick Bailey
I had some knowledge of what I wanted before I joined the course, Manish has now filled in all the gaps and opened up the world of options trading, I’m ready to start my journey. A big thank you to Manish. If you are looking to up your knowledge in the markets this course is worth every penny. Daniel Ellesmere
“A thoroughly enjoyable and educational course. I’ve learnt a massive amount since session one and now have the basics of a sound investment strategy.” Tim Riley
“I really enjoyed the programme, thank you so much Manish. I had only ever invested in single company shares where I worked (GSK), so I learnt a lot on the programme.” Caroline Borg
“This was an excellent course and gave me two key cornerstones. It clarified, corrected and enhanced my understanding of investment/equities and gave me the confidence to execute my objectives. Many thanks.” Keith Oakes
ILAP allows a novice investor clarity in the investing world which is laden with hidden charges and is deliberately set up to be opaque. It allows you to go straight to the real investment signals with key principles to be set up for future success and minimal regular time input. Bimbi Fernando
“Just a quick email to say thank you for the course .. it’s been challenging and enjoyable working through the coursework and then attending weekly meetings. You made a very complex, dry and difficult topic very interesting and summarised the salient points into the course I thought, excellently. I would highly recommend the course to peers.
“For someone who never really knew a great deal about ‘investing,’ – it’s really caught my imagination and attention. I’m far from the complete investor, obviously – and not ready to start yet, but now well on the way. I can certainly start PCA into the markets, whilst continuing to learn more about the satellites and possibly trading.” Lee Haury
“I have just finished the programme and thought it was amazing! I did it also to diversify, but with my SSAS specifically. The Core and Satellite strategy that he teaches for ETFs is fantastic. Well worth it!” Neil Munday
“I did the course and found it useful. It was nice going through the course materials at my own pace then having the opportunity to ask questions. I also benefitted from being in the Facebook group and sharing experience with others, saving me money.
There were a couple of useful tools that I might have never found myself, which helped determine my attitude to risk and what investment might be a good fit. Without this course, I don’t think I would have had the confidence to start investing in the stock market.” Chantal Newham
“I really enjoyed the Options module which offers another source of diversification” George Darmanin
“It’s an excellent course. Manish’s style is beautifully paced so you get a chance to learn, ask what you think are silly questions safely and gain confidence to start investing. Great for beginners and intermediate experience investors.” Stuart Warwick
A great course allowing me to have a much better understanding of stock market investing and how to make choices that suit my own style and risk appetite. Lorna Hughes
“A great course which will save me a lot of money in fund manager fees going forward. I really like Manish’s presentation style, no shouty rah rah sales stuff. Very clear, concise and has de-mystified the whole process of getting exposed to the stock market with low fees. This will give me the confidence to manage my own investments – just what I was hoping to get from the course.” Andrew Perry
“I recently attended Manish’s course and found it very beneficial for a better understanding of the finance markets as well as a confidence builder to work on your own portfolio within the process/structure that the course sets out. As others have commented, great for beginners to gain some knowledge or for more experienced investors to refresh.” Matthew Bekavac
“The course structure suited our lifestyle and daily routine perfectly with on-line courses available in the week between live sessions. This allowed plenty of leaving time for demonstration, discussion and questions on any specific points. Manish’s flexible, open approach and willingness to share knowledge and opinion and provide guidance at all levels of ‘student’ expertise, is both welcome and refreshing. Overall, an excellent course packed full of educational value and practical content. For once in a lifetime, we actually feel excited about equities and how we can use them to compound our wealth. Thanks Manish.” Gary and Jane Soltys
The course was enlightening and gave me the confidence to move funds from a high street bank to my own account where I believe I can out-perform them. Thank you Manish, Glen MacRae
£495 for Pro-Grade training
Investment Academy
Pro-Grade lifelong investing – Simply Implemented
Start today for a secure, wealthier compounded future
Dates/Times: At your convenience
Quick-start Core Investment Programme with lifetime access
Price: £495
Can upgrade to live programme later, if needed – with a full refund of this payment.
If you have a SSAS (or Ltd Company) it may be able to pay for this training. For SSAS, use your business or personal card to make the payment and then send a “recharge invoice” to your SSAS administrator for reimbursement. A recharge invoice template will be provided to you at registration.