How to Build a Strong Financial Portfolio in India

Описание: In this episode, we sit down with a leading financial entrepreneur and wealth expert who’s transforming the way India learns about money, investing, and financial freedom.

As a former Executive Director of a BSE-listed NBFC, he brings deep insights into Banking, Treasury Management, Mutual Funds, and Investment Planning. Today, he’s building Truvanta Wealth (an AMFI-registered Mutual Fund Distributor) and FPA Edutech, empowering individuals to make smarter financial decisions and achieve long-term wealth creation.

Recipient of the Young Entrepreneur Award, Mother Teresa Excellence Award, and BW Businessworld 40 Under 40, he has also co-authored books on Capital Markets and regularly shares his expertise on CNBC TV18, Zee Business, ET Now, NDTV Profit, and other top finance platforms.

Watch this video to learn:

1. How to invest smartly in mutual funds & equities
2. Common financial mistakes investors make
3. Secrets to achieving financial freedom in India
4. The future of wealth management & financial education

#Finance #Investing #WealthManagement #MutualFunds #FinancialFreedom #Money #TruvantaWealth #FPAEdutech #FinancialEducation #StockMarket

Timestamps:

00:00 - 00:40 - Trailer
00:41 - 01:30 - Introduction
01:30 - 02:30 - Right Financial Planning
02:31 - 04:40 - Steps to Financial Planning
04:41 - 06:41 - Right age to get insurance
06:42 - 09:46 - How to invest money
09:47 - 12:00 - Basics of SIP
12:00 - 14:12 - SIPs to invest in
14:13 - 16:35 - Asset Allocation
16:36 - 19:07 - Kinds of mutual funds
19:08 - 23:32 - Factors to evaluate mutual funds
23:33 - 25:43 - Retirement Planning
25:44 - 28:41 - Is SWP right post retirement?
28:42 - 31:47 - Rental Returns Vs REITS post retirement
31:48 - 33:10 - Fractional Real Estate
33:11 - 34:49 - Wrapping up