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Wealth-tech CEO Explains Why Your Financial Planning Sucks & How to Fix it: Keval Bhanushali: TIT168

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Manage episode 402244911 series 1529036
Content provided by Bijay Gautam and WYN Studio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bijay Gautam and WYN Studio 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.
Watch this episode on YouTube- https://youtu.be/a4IL9q2RHDk In this episode:
  • How to achieve Financial Well-Being?
  • Why you should not trust every financial advice?
  • Understanding Your Generational Profile and Financial Behaviour Score
  • Step-by-step scientific financial planning In this episode, we dive deep into the essence of financial well-being versus mere independence.

From understanding how to manage your financial behaviour to focusing on building a robust retirement corpus, this conversation is packed with insights on why we invest and the difference between being rich and being truly happy at 80.

Keval Bhanushali, Co-Founder & CEO of 1 Finance, brings his wealth of experience to the table. An IIM Calcutta and Harvard Business School alumnus, Keval has shaped the core business model at 1 Finance, steering the financial institution into a significant ecosystem for wealth management, investment advisory, and more. With a focus on wealth creation for Indian MNIs, Keval’s expertise spans across wealth management, portfolio management, and alternative investment funds, among others.

We have a telegram community for our listeners. Join here- https://theinspiringtalk.com/telegram For brand collaborations and opportunities, send us an email at hi@wyn.studio Send me a voice message: https://theinspiringtalk.com/speak Connect with Keval Bhanushali Follow the Inspiring Talk on

  continue reading

176 episodes

Artwork
iconShare
 
Manage episode 402244911 series 1529036
Content provided by Bijay Gautam and WYN Studio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bijay Gautam and WYN Studio 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.
Watch this episode on YouTube- https://youtu.be/a4IL9q2RHDk In this episode:
  • How to achieve Financial Well-Being?
  • Why you should not trust every financial advice?
  • Understanding Your Generational Profile and Financial Behaviour Score
  • Step-by-step scientific financial planning In this episode, we dive deep into the essence of financial well-being versus mere independence.

From understanding how to manage your financial behaviour to focusing on building a robust retirement corpus, this conversation is packed with insights on why we invest and the difference between being rich and being truly happy at 80.

Keval Bhanushali, Co-Founder & CEO of 1 Finance, brings his wealth of experience to the table. An IIM Calcutta and Harvard Business School alumnus, Keval has shaped the core business model at 1 Finance, steering the financial institution into a significant ecosystem for wealth management, investment advisory, and more. With a focus on wealth creation for Indian MNIs, Keval’s expertise spans across wealth management, portfolio management, and alternative investment funds, among others.

We have a telegram community for our listeners. Join here- https://theinspiringtalk.com/telegram For brand collaborations and opportunities, send us an email at hi@wyn.studio Send me a voice message: https://theinspiringtalk.com/speak Connect with Keval Bhanushali Follow the Inspiring Talk on

  continue reading

176 episodes

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