Financial Planning for Entrepreneur: Azran Osman-Rani, CEO of Naluri

Описание: Case Study: Azran Osman-Rani, CEO of Naluri
Azran achieved quite a feat in raising RM5 million for his healthcare start-up Naluri in the middle of a pandemic. But what about his own personal finances?

Show Notes:
Listened to BFM’s interview 5 years ago and realised having a financial planner can help achieve his goals.
His Financial Planner (FP) Rajen recommended for him to meet with 3 other Financial Planners before deciding on who is the best fit.
In a way, Rajen acts as Azran’s Financial Coach, they went through a vigorous goal-setting process. Accountability is important as the client (Azran) has to take action as well.
As an entrepreneur who constantly needs to make business decisions, Azran delegates his investment portfolio allocation to Rajen (the ultimate decision is on Azran) so he can focus on his work.
Advice for entrepreneurs in terms of personal financial plans: Have a cash cushion, alternative income streams and a long term vision in terms of financial achievements.
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