Live online · Malayalam · 3 hours
MAKE CLAUDE
YOUR PERSONAL
CFO
Budget, tax, loans, insurance, goals: a Money Plan built on your own numbers, in 3 hours. In Malayalam. LIVE.
Buy now · ₹999No products. No tips. Your data stays in your hands.
Workshop details
12 Sep 2026
Saturday · Workshop date
9:30 AM IST
8:00 AM Gulf · Workshop time
3 hours
LIVE on Zoom
Malayalam
Technical terms in English
1-year access
Recording
Certificate
Edapt digital certificate on completion
Workshop fee
01 / Why this workshop?
You have income. You have investments. What you don't have is a system.
01
Decisions made by hearsay
You don't know exactly where the money goes. Loan prepay vs invest? Decided after one video. Tax regime? Whatever someone at the office said. Insurance cover? Whatever the agent said. Retirement? Nobody has run the number.
02
Advice is priced out of reach
A wealth manager needs ₹50 lakh minimum under SEBI's PMS rules. A fee-only planner charges ₹10,000+ a year. So the vast majority manage it themselves, without a plan.
03
Now something has changed
Claude can read your statements, run scenarios, remember your goals and review them month after month. Doing it safely is a skill. That skill is what you learn in these 3 hours, on your own numbers, by doing.
02 / What you walk away with
Six things, built by you, in your hands when the workshop ends.
01
Cash-flow analysis
The last 3 months of money: where it came in, where it went, where it leaked.
02
Net-worth statement
FD, MF, gold, property, EPF/NPS, chit, minus loans. One page.
03
Decision memo
Loan, tax regime, insurance cover, goal corpus, emergency fund: scenario tables on your own numbers.
04
Personal finance dashboard
Built in Claude. Updated every month.
05
12-month money plan
The next 12 months: what, and when.
06
Monthly Money Review system
Claude Project + Skill + Memory: a 15-minute review, every month.
Plus, template pack: Personal CFO project instructions · Statement anonymization checklist · Net-worth & cash-flow sheet · 5 decision prompts · Monthly Money Review skill · Dashboard template
03 / 3 hours: what, when
0:00 – 0:50
Hour 1
Money Map
Set up a Claude Project called "My CFO": family situation, income, goals, currency. How to upload statements safely, with account numbers removed, privacy settings checked. 3 months of statements turn into a category-wise spending chart and the leaks. Net-worth statement: assets minus liabilities.
You build: cash-flow chart + net-worth sheet.
0:50 – 1:50
Hour 2
The 5 Decisions
Each one on your own numbers: 1. Loan prepay vs invest, a scenario table with interest, tenure, expected return and tax benefit. 2. Old vs new tax regime, this year's rules given to Claude as a source, not from memory. 3. Insurance adequacy, how much term cover, how much health cover, no product names. 4. Goal math, children's education, house, retirement corpus, inflation-adjusted. 5. NRI corner, NRE/NRO, repatriation, return-to-Kerala plan, with citations via Claude Research.
You build: the decision memo.
1:50 – 2:40
Hour 3
The System
Build your personal finance dashboard as a Claude Artifact (net worth, cash-flow, goal progress). Set up the "Monthly Money Review" Skill. Goals into Memory. 3 stress tests: income stops for 6 months, a medical emergency, job loss. The 12-month plan.
You build: dashboard + 12-month plan + monthly review system.
2:40 – 3:00
Last 20 min
Guardrails & Q&A
What you should never ask AI to decide. When you need a CA or a SEBI-registered advisor. Privacy settings. Live Q&A.
04 / Who is this for?
Anyone who has income but no system for it.
Salaried professionals (IT, corporate, Gulf)
Salary keeps rising, savings don't seem to.
Dual-income families
Two salaries, two accounts, no plan.
Gulf / NRI professionals
NRE/NRO investments back home, a return plan, all wanted in one system.
Home / car loan holders
Want the arithmetic behind prepay vs invest.
Business owners
Personal and business money tangled together.
Investors without a plan
SIP, gold, FD exist, but how much, for what, when is unclear.
Early-career starters
Want a system from the first salary.
Occasional ChatGPT / Claude users
Want to use AI for one real thing in life.
In short:anyone who feels "I earn, but my money has no system." No finance background needed. No tech background needed.
05 / Why Claude?
Personal finance needs more than a chat window.
It needs an AI that can read files, hold context, do the math and build tools. Claude has all of it in one place:
01
Files & Data
Upload statements and PDFs, analyse them directly.
02
Projects
Your family's finance context in one place. No re-explaining every time.
03
Artifacts
Dashboards and calculators, without writing code.
04
Memory
Claude remembers your goals and decisions.
05
Skills
Repeatable routines like "Monthly Money Review".
06
Research
NRI rules, tax rules, with citations (Pro plan).
Most of the method carries over to other AI tools. But the workshop runs entirely in Claude.
06 / Safety first: your data
This is about money. So the first 10 minutes are about this.
Upload only after anonymizing
Never upload account numbers, card numbers, PAN or Aadhaar. We show how to strip them from a statement easily. The checklist is in the template pack.
Privacy settings
A walk-through of where Claude's data settings live and what you can control.
You decide what to upload
Numbers are enough. No names, no IDs.
What AI should never decide alone
Tax filing, legal matters, product purchases: AI prepares, a professional decides.
07 / What this is not
Frameworks and arithmetic. Nothing else.
Not investment advice
No mutual fund, insurance policy or stock is recommended. Frameworks and calculations only. To pick products, see a SEBI-registered advisor.
Not blind trust in AI
In the workshop itself we show Claude quoting an outdated tax rule, then correcting it when given the right source. Verifying is part of the method.
Not get-rich-quick
This is a system. There is no promise of returns.
08 / What you need
09 / About edapt
edapt is an AI education company with 4,00,000+ learners across 100+ countries, with offices in Kerala, Dubai and Kuwait. The only vernacular learning partner of IITM Pravartak, IIT Madras's Technology Innovation Hub, and the only partner from Kerala.
Workshop details
12 Sep 2026
Saturday · Workshop date
9:30 AM IST
8:00 AM Gulf · Workshop time
3 hours
LIVE on Zoom
Malayalam
Technical terms in English
1-year access
Recording
Certificate
Edapt digital certificate on completion
₹999 ₹2,999
Workshop fee
10 / FAQ
Questions, answered.
No. We start from the basics. Claude does the arithmetic; you learn to ask the questions.
GIVE YOUR MONEY
A SYSTEM.
3 hours. ₹999. ₹2999
Buy now1-Year Recording · Certificate · Template pack · edapt × IIT Madras Pravartak partner
Workshop fee
₹999 ₹2999