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Advisor Perspectives 7 | Make Kids Money Smart with GYR Financial Planners

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Manage episode 356439386 series 1446997
Content provided by IVM Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IVM Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com)
On the last episode of Advisor Perspectives Series, Anupam sits with Rohit Shah of GYR Financial Planners. They talk about to make kids money smart and better equipped with financial understanding from an early age. They also talk about investor behavior and what drives their decision to making certain investment choices. Discussing client servicing, they touch upon client management, designing a good portfolio, setting up optimal financial goals when making financial investments. This and much more on this episode of #PaisaVaisa!

Find Rohit Shah on social media:
Twitter: (https://twitter.com/shah_rohit/)
LinkedIn: (https://www.linkedin.com/in/shahrohit/)

Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

See omnystudio.com/listener for privacy information.

  continue reading

482 episodes

Artwork
iconShare
 
Manage episode 356439386 series 1446997
Content provided by IVM Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IVM Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com)
On the last episode of Advisor Perspectives Series, Anupam sits with Rohit Shah of GYR Financial Planners. They talk about to make kids money smart and better equipped with financial understanding from an early age. They also talk about investor behavior and what drives their decision to making certain investment choices. Discussing client servicing, they touch upon client management, designing a good portfolio, setting up optimal financial goals when making financial investments. This and much more on this episode of #PaisaVaisa!

Find Rohit Shah on social media:
Twitter: (https://twitter.com/shah_rohit/)
LinkedIn: (https://www.linkedin.com/in/shahrohit/)

Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

See omnystudio.com/listener for privacy information.

  continue reading

482 episodes

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