Path for Long-Term Investors (0-6 Months)

A structured path for learners focused on long-term wealth building through fundamentals, allocation, and disciplined review.

6 monthsBeginner to Intermediate

1

Month 1: Core Foundations

Why People Invest
Risk and Return: The Basic Trade-Off
How Stock Markets Work
Primary Market vs Secondary Market

2

Month 2: Accounts, Products and Simplicity

Types of Brokers
Choosing a Broker: Checklist
Mutual Funds & Index Funds
ETFs and How They Differ from Mutual Funds
Bonds & Fixed Income Basics

3

Month 3: Understand Businesses

Reading Financial Statements
Income Statement Basics
Balance Sheet Basics
Cash Flow Statement Basics

4

Month 4: Ratios, Quality and Valuation

Key Ratios (P/E, P/B, ROE, ROCE)
Profitability Ratios
Valuation Basics
Moats, Management & Industry Structure

5

Month 5: Construct the Portfolio

Asset Allocation 101
Diversification Across Asset Classes
Core vs Satellite Portfolio Concept
Rebalancing and Why It Matters

6

Month 6: Discipline, Review and Perspective

Process vs Outcome Thinking
Building Discipline: Rules, Checklists & Routines
How to Review a Portfolio Periodically
Why Market History Matters