How to Plan your Finances?

Let's Grow Together with Kalyan, Shruti and Richa

01-01-2023 • 1 hora 26 min

Hey welcome to our Podcast/Twitter Space Series. The whole idea behind the space series is to level up together. We are bringing in new guests every week who are experts from their niche/field.

We along with our audience ask them questions on that topic and they provide us with much needed knowledge.

This week's Guest is Preeti Zende

SEBI registered Investment Adviser and Fee only financial Planner, Founder and owner of Apana Dhan Financial Services, Associate of Insurance Institute of India


Question List:

1. What is Budgeting and why should one create a budget considering he/she is a college student or just started his/her corporate journey?

2. What are the hacks to save more effectively and yet enjoy life. How to cut back on expenses?

3. How can one set/define financial goals because as someone who has just started their job all these goals like retirement planning, marriage seems to distant. Kindly help in understanding the financial goal.

4. What are emergency funds? Where to keep them?

5. How to start your investing journey? Should I invest all my money in Stock Market? What about Crypto?

6. How to understand my risk taking capabilities? Is doing a risk analysis test on Internet enough?

7. How to avoid Debt in life. Also when should one take a house loan?

8. Health Insurance when and how to select? Is company's health insurance coving one's family enough?  Parameters to select a health Insurance? Is critical illness insurance an add on or different?

9. Life insurance should be taken at what stage of life? So many types of term insurance are available how to choose one?

10. Credit Card for college students Yes or No? Also when should I opt for a credit card? Credit score how important is that?

11. When should one hire a financial planner?

12. Let's say I want to grow as investor. What are the best platforms to understand and analyse fundamentals of the company.

13. According to Nithin kamath more than 95% people lose money in the stock markets, that means markets are very competitive. What is your advise to become a profitable investor in a long run?


Guest's Social Media Handles:

Twitter: https://twitter.com/PreetiZende

Here are our individual Twitter Accounts:

Kalyan Kumar Biswal: https://twitter.com/KalyanKBiswal

Shruti Mishra: https://twitter.com/MarketerShruti

Richa: https://twitter.com/rich_athinks

Other Accounts:

YouTube Channel: https://www.youtube.com/channel/UCrFJrku6KgjxPGAp3utFz5g

Facebook Page: https://www.facebook.com/profile.php?id=100088280144340

Instagram Page: https://www.instagram.com/thepodcasttrio003/

Reach out to us if you want to become a guest of our show: letsgrowtogether003@gmail.com

#investing #stocks #stockmarket #growth #india #podcast #moneytips #money #tips #productivity #career

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