Create Your Pro-Grade Passive Compounding Machine in 6 Weeks
Live Investment Academy
Step-by-step LIVE training to create your Diversified, Low-Cost, Inflation-Beating, Growth and Income Portfolio with ETFs and Options
Popular with property investors seeking to diversify wealth with hassle-free, low-tax growth and income. For SSAS, SIPP, ISA & Cash investors
Join us for 6 weeks of training with live guided implementation to help you invest like a PRO
Pro-Grade Content includes:
- Low-cost ETFs and funds – selecting using Pro-tools
- Platform selection and DD for Pensions and ISAs
- Options-investing to create a regular income stream
- Pro-grade Company and Stock analysis
- High-dividend stock selection
- Tax-efficient investing via SSAS, SIPPs, ISAs
- Fee-efficient investing – save £,000s every single year
- Due Diligence on Loan opportunities
- Lifetime ongoing support in private Facebook group
Beat Inflation. Slash Your Fees & Taxes.
Passively Compound. Invest Like a Pro
Why You Should Attend:
- Learn a step-by-step way to simply and passively invest your cash
- Create Portfolios to match your personal risk profile
- Professional-grade techniques to identify shares & ETFs with the best returns v risk
- Live demos with Platforms and find the right ETFs, Funds, Shares & Options
- Options-investing for regular monthly cashflow and income-generation
- Save £ thousands in fees – average saving £2,760 pa (or £56k compounded over 10 years)
- Due Diligence on Secured Loans: selecting the right opportunities and identifying the red flags
- 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
- All the knowledge and tools needed for a lifetime of successful investing – replicating strategies used by Manish
- Ongoing lifetime support inside private Facebook group
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
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.
How to invest in: Stocks, ETFs, Funds and Options. Passively with Minimal Complexity.
Learn
✓Which ETFs and Funds to invest in – and how
✓How to make regular monthly income through Options
✓Which Platforms to use – and how
✓How to minimise fees in low-cost ETFs and Platforms
✓About Tax-efficient wrappers such as ISAs, SIPPs and SSAS to shelter your gains and dividends
✓How to beat inflation by investing in ✓Inflation Beneficiaries
✓How to analyse and select individual company stocks
Your Title Goes Here
Learn
✓Which ETFs and Funds to invest in – and how
✓How to make regular monthly income through Options
✓Which Platforms to use – and how
✓How to minimise fees in low-cost ETFs and Platforms
✓About Tax-efficient wrappers such as ISAs, SIPPs and SSAS to shelter your gains and dividends
✓How to beat inflation by investing in ✓Inflation Beneficiaries
✓How to analyse and select individual company stocks
Your Title Goes Here
Learn
✓Which ETFs and Funds to invest in – and how
✓How to make regular monthly income through Options
✓Which Platforms to use – and how
✓How to minimise fees in low-cost ETFs and Platforms
✓About Tax-efficient wrappers such as ISAs, SIPPs and SSAS to shelter your gains and dividends
✓How to beat inflation by investing in ✓Inflation Beneficiaries
✓How to analyse and select individual company stocks
Your Title Goes Here
Dates/Times: Tues 7th March – 4th April. Tuesdays 6-8pm.
(all sessions recorded for catch-up if you miss any)
Any questions? Book a call to learn if the programme is right for you.
If you have a SSAS (or Ltd Company) it can usually 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.
Investment Academy Modules
Module 1 – Asset Classes: ETFs, Stocks, Funds
Asset Class Overview + detailed comparison; Diversification drill-down. Personal Risk Profiling.
Module 2 – Investment Platforms
Investment Platforms: comparing platform features & costs to minimise hidden fees. Live Demos. Helping you open accounts. Live demos. Accounts for: SSAS, SIPP, ISA, Ltd Co, Personal
Module 3 – Core Portfolio Building
ETFs, Funds, Low-cost investing. Core + Satellite Balanced Portfolio Creation.
Pro-grade tools to DD and select ETFs and Funds that fit your personal strategy.
Module 4 – Stock Screening for Dividends + REITs
Screening for shares. Professional-grade stock-selection techniques to identify investment opportunities: REITs – High dividend stocks – Sold-off Value Stocks – Quality Blue-chip Companies
Module 5 – Company and Stock Analysis
Analysing Companies and Stocks – evaluating and comparing different shares. Valuation analysis, Growth v Value. Technical analysis and Charting.
Module 6 – Cost & Tax Efficient Investing
Progress Review + personalised support from Manish: evaluation of your existing portfolio and how to improve and cut £ thousands in fees pa. Tax-efficient investing via SSAS, ISAs, SIPPs
Module 7 – Options Investing for Income
Options: Learn how to earn regular monthly income and buy shares BMV via Options
Module 8 – DD on Secured / 3rd Party Loans
DD Framework to select SECURE deals and to identify red flags on the ones to avoid
All Modules accompanied by Live weekly Support, Coaching and Q&A with Manish
All sessions are recorded and available to catch-up whenever required – lifetime access
The Investment Academy will help you:
INVEST
- IN THE RIGHT PORTFOLIO FOR YOU
- CONTROL RISK
- MAXIMISE COMPOUNDING
INVEST
- IN THE RIGHT PORTFOLIO FOR YOU
- CONTROL RISK
- MAXIMISE COMPOUNDING
INVEST
- IN THE RIGHT PORTFOLIO FOR YOU
- CONTROL RISK
- MAXIMISE COMPOUNDING
Feedback from a few Recent Attendees
6 weeks of Pro-Grade training that pays for itself in months
Investment Academy
Pro-Grade lifelong investing – Simply Implemented
(all sessions recorded for catch-up)
Any questions? Book a call to learn if the programme is right for you.