This is a podcast focused on Personal Finance for the Aam Admi of India. You have financial questions, I have the answers. We talk about investment options, taxation, estate planning for you so that you can become financially independent. All topics are c
In my latest episode, I am doling out 3 prescriptions when it comes to Parenting in Financial Education world. Listen till the end and reach out to me on any comments or thoughts
Understand how Lifetime income should be spreadUnderstanding AnnuitiesHow Annuities can play a role in Guranteed Lifetime income
We have tried to decipher the Investment Strategies concept using 5 personas (Hypothetical people)Jacob --- Weekly wage earnerHaider ---- High Earner with disposable incomeRakesh --- Value InvestorAshish ---- Growth InvestorJaideep ---- Dividend Investor
Write down the benefits / features you want to availShop for various products which align to your benefitscompare the fees offered by various playersTypically we do the other way round. Time to stop that and start this hierarchy
Check out my latest episode!You meet a lot of people who talk about investments. Who is the right person to talk to and what should I talk to him.Uncover this in this episode. Understand who is an Agent vs Advisor. How to leverage them to the best of your benefitStay away from tip givers.
Here I talk about my path to retirement income. You will need to generate income across 4 Income streams :SavingsReal EstateIntellectualBusinessIf you are interested. This is the right avenue.
I bust 3 myths which we have respect to the stock market - 1. Stock Market means Economy. Both are very tied to each other 2. Less stock price means better bargain, high price means - not for me. 3. Follow the portfolio of big boys and then you can be rich like them
-What is alternative Investment? - What are valid ones , what is against the law - Why does it make sense to invest in them - My step by step guide.
Check out my latest episode! - Insurance basics - Step by step guide.
Check out my latest episode! In this podcast we explore all the options available in India for Bonds or Fixed Income securities. Whatsapp me +919741044660 NSE goBid login : https://www.nseindiaipo.com/eipodc/rest/login
The discussion for today will primarily cover the following topics : - “Owning a house for primary residence” vs Real Estate exposure w.r.t Investment. How are they completely different? - Type of Real Estate Investments available - Investment returns comparison - Real Estate market scenario today in India vs Developed nations - My take on step by step guide for home buying
We look at gold as an investment - what options do you have - how to tie it to your goal - how to best utilize when in need
This episode covers the following topics - Understanding Goals - How much do I need for my Retirement? - How to reach there? - How can Government help?
If you think you know all about Savings Bank Account , think once more. There are things which will help you save money , help you earn interest money and set things right on one of your most basic of accounts. Topics include : - What type of bank should you choose - Which account suites you best - How safe is your money in bank accounts - How to best resolve your issues with the bank
In this episode you will understand : - What is a Net Worth Statement - Understanding Net Worth & Net Worth (excluding primary residence) - Emergency funds and why that needs to be set aside - Moving away from Product based / Returns based mentality to a more holistic Goal based investment strategy.
Estate Planning is not just for the rich! Take steps to ensure your legacy and succession.. Topics include : -What is estate planning -Where can somebody start -Will and Trust -Hindu Succession Act,1956