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

  • 2024/02/22
  • 再生時間： 1 時間 10 分
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Wealth-tech CEO Explains Why Your Financial Planning Sucks & How to Fix it: Keval Bhanushali: TIT168

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  • サマリー

  • 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    
    • Website
    • LinkedIn 
    • Check Keval's Book
    • Take your Monesign assesment
      Follow the Inspiring Talk on
    • Facebook http://theinspiringtalk.com/facebook  
    • Twitter http://theinspiringtalk.com/twitter
    • Instagram http://theinspiringtalk.com/instagram

     
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あらすじ・解説

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    
  • Website
  • LinkedIn 
  • Check Keval's Book
  • Take your Monesign assesment
  Follow the Inspiring Talk on
  • Facebook http://theinspiringtalk.com/facebook  
  • Twitter http://theinspiringtalk.com/twitter
  • Instagram http://theinspiringtalk.com/instagram

 
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