Meet a serial entrepreneur and financial expert transforming the world of Financial Education & Investment Management.
A former Executive Director at a BSE-listed NBFC, he brings years of experience in Banking, Treasury, Mutual Funds & Wealth Creation.
Winner of the Young Entrepreneur Award, Mother Teresa Excellence Award, and BW Businessworld 40 Under 40, he is the Founder of Truvanta Wealth (AMFI-registered mutual fund distributor) and FPA Edutech, helping Indians achieve financial freedom through smarter investing.
A finance author, educator, and capital markets mentor, he has co-authored books on stock markets and investments and is a regular guest on CNBC TV18, Zee Business, ET Now & NDTV Profit, sharing expert insights on mutual funds, personal finance, and wealth management.
#Finance #Entrepreneur #MutualFunds #WealthManagement #FinancialEducation #Investing #Money #StockMarket #TruvantaWealth #FPAEdutech
Timestamps:
00:00 - 00:40 - Trailer
00:41 - 01:30 - Introduction
01:30 - 02:30 - Right Financial Planning
02:31 - 04:40 - Steps to Financial Planning
04:41 - 06:41 - Right age to get insurance
06:42 - 09:46 - How to invest money
09:47 - 12:00 - Basics of SIP
12:00 - 14:12 - SIPs to invest in
14:13 - 16:35 - Asset Allocation
16:36 - 19:07 - Kinds of mutual funds
19:08 - 23:32 - Factors to evaluate mutual funds
23:33 - 25:43 - Retirement Planning
25:44 - 28:41 - Is SWP right post retirement?
28:42 - 31:47 - Rental Returns Vs REITS post retirement
31:48 - 33:10 - Fractional Real Estate
33:11 - 34:49 - Wrapping up