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How Financial Advisors Manage Their Own Money and Their Children’s Finances

Автор: Zvest Financial Services LLP

Загружено: 2025-12-17

Просмотров: 1689

Описание: In the latest episode of Moneywise, Alex Mathew speaks with Harsh Kumar, CFA, Managing Partner & Co-Founder, Zvest Financial Services LLP, and Megha Malpani, CFA, Partner, Zvest Financial Services LLP, on how they manage their own investments and plan their daughter’s financial future.

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#ChildrenFinancialSecurity
#FamilyLevelInvestingEthos
#RulebookForFamilyInvesting
#InvestingBehaviour
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#InvestingWisdom
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#MutualFundSahiHai
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#InvestmentAdvisory
#CFASocietyindia
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#PowerOfCompounding
#Diversification

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