The Home of Passive Investing

Wealth Diversification

Pro-Grade Intel

Simple Implementation

Create Your Pro-Grade, Passive Compounding Machine

Core Mini Academy

£329 +vat - Start Anytime

Structured quick-start step-by-step training to create a Low-Cost, Passive Compounding Machine

Popular with property investors seeking to diversify wealth with inflation-beating, tax-free returns.  For SSAS, SIPP, ISA and Cash investors

Enroll Now for Immediate Access

Enroll now for quick-start, step-by-step training to help you invest like a PRO

Structured self-study programme. Start any time. Lifetime Access.

Can upgrade to live programme later - with full refund of this payment.

Pro-Grade Content includes:

  • Low-cost ETFs and funds
  • Core Portfolio set-up
  • Risk Profile Matching
  • 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 Attend:

  • Quick-start training to set up a core investment portfolio
  • Learn a step-by-step way to simply and passively invest your cash
  • Create Portfolios to match 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
  • Knowledge and foundations for a lifetime of successful investing

"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

" ... will save me a lot in fund manager fees ... has de-mystified the whole process"

"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 of the live programme below ...

(... from 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 invest in: Stocks, ETFs, Funds and Options. Passively with Minimal Complexity.

Learn

  • Which ETFs and Funds to invest in - 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

Discover

  • Pro-grade Strategies that will max your compounding
  • How to create low-risk, balanced or adventurous portfolios – to match your own personal risk profile 
  • How to identify and minimise hidden fees 
  • The investment strategies that are proven to work

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

Date/Times:   Anytime that suits you

Structured Quick-start programme with lifetime access

Price:            £329 + vat

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 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.

Enroll Now for
Immediate Access

Core Mini Academy Modules

Module 1 - 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

Module 2 - Pound-Cost Averaging

Pound-Cost Averaging - learn about this incredible way to invest which enables you to average down when markets are selling off and enjoy greater gains. Guidance on how PCA works, has worked, and how to implement PCA in simple ways

Module 3 - ETFs, Funds, Core Portfolio Creation

Asset Class Overview + detailed comparison

ETFs, Funds, Low-cost investing 

Putting together your Core Balanced Portfolio

Module 4 - 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:  

INVEST

  • IN THE RIGHT PORTFOLIO FOR YOU
  • CONTROL RISK
  • MAXIMISE COMPOUNDING

CREATE

  • LONG TERM FINANCIAL SECURITY
  • REGULAR INCOME
  • STRATEGIES THAT WORK FOR YOU  

Feedback from some Recent Attendees of the Live Programme

"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

“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

“I really enjoyed the Options module which offers another source of diversification” 

George Darmanin

"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

“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


"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


"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

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