Foundation
Master the language of markets — valuation, cycles, asset allocation and the psychology of risk.
01
Read the market with AI
Use AI tools to analyse trends, scan sectors and surface opportunities in minutes, not weekends.
Private investing education · SEBI Reg. [NO.]
Invest like the few
who compound quietly.
Wealthymize teaches ambitious professionals and founders to research, invest and trade with AI‑driven frameworks — so your money is managed with the same discipline as your career.
AI Market Lens
ILLUSTRATIVEModel portfolio · learning simulationDisciplined growth
AI‑assisted strategyUnplanned investing
Sector momentumStrong
Valuation vs 5‑yrFair
Risk scoreModerate
01 — THE CURRICULUM
Everything you need to go from informed to independent.
A structured programme built by market practitioners — taught live, reinforced with AI tools you keep using long after the last session.
02
Compound returns efficiently
Adopt data‑driven strategies that aim to optimise returns while keeping risk deliberately in check.
03
Decide with clarity
AI‑powered insights turn complex market data into clear, actionable next steps you understand.
04
Build a lasting wealth system
Design a long‑term plan across asset classes, with rules for when to buy, hold, rebalance and exit.
05
Learn by doing
Live, expert‑led sessions built around real market case studies — not recorded theory.
06
Future‑proof your portfolio
Stay ahead of a changing market with an evolving AI toolkit and a community of serious investors.
02 — THE AI TOOLKIT
Your own AI research desk.
The analysis an institutional desk runs every morning — distilled into tools and workflows you learn to use yourself.
A
Real‑time AI analysisData that uncovers opportunities faster than manual research.
B
Risk intelligenceAlgorithms that flag concentration, volatility and drawdown risk early.
C
Custom strategy builderA personal approach built on proven, rules‑based methodologies.
D
Automated workflowsAlerts and execution routines that save hours every week.
Quality compoundersMomentumValueLow volatility
COMPANYAI SCOREMOMENTUMRISK
Company A · IT services92RisingLow
Company B · Private bank88RisingLow
Company C · FMCG81NeutralLow
Company D · Capital goods77RisingMedium
AI note: in class you'll learn to question a score like this — checking earnings quality, valuation and position size before acting.
03 — THE WEALTHYMIZE METHOD
Three stages to financial freedom.
Strategy
Build your AI‑assisted investing system — screeners, entry and exit rules, and position sizing.
Mastery
Execute with confidence, review every decision, and let a disciplined process compound over years.
04 — MENTOR
Mentor
SEBI Registered Research AnalystReg. No. INH000016816Vishal Trehan14 years. One mission.
Vishal brings 14 years of corporate experience across consulting, banking and private equity, and nearly a decade of hands-on experience in the markets. His own journey has moved through every layer of the market, from cash equities to derivatives to fully automated algo trading.
As a SEBI Registered Research Analyst, his work is structured, disclosed and regulated. He teaches the discipline he practises himself: data over opinion and process over speculation, so learners can build wealth with clarity and confidence.
SEBI Registered RASince June 2024 · INH000016816
BSE EnlistmentNo. 6214
14 yearsConsulting, banking & private equity
MBAGuru Nanak Dev University, Amritsar
Market journeyCash equities → Derivatives → Algo trading (since 2023)
05 — QUESTIONS
Before you begin.
Prefer to talk it through?
A programme advisor will call you within one working day.
Yes. Stage I starts from first principles — how markets work, how to read a company and how to think about risk — before any AI tools are introduced.