On this special edition of Paisa vaisa, Anupam chats with Kunal Bajaj, Founder & CEO of Clearfunds. In part-1 of this conversation they talk about Mutual Funds & Direct Investment vs. Advisory Investment.

This is an IVM Production; for more such awesome podcasts, come find us: Website: Indusvox.com Facebook: https://www.facebook.com/ivmpodcasts  Twitter: https://twitter.com/IVMPodcasts  Instagram: https://www.instagram.com/ivmpodcasts/

On this special edition of Paisa vaisa, Anupam chats with Kunal Bajaj, Founder & CEO of Clearfunds. In part-1 of this conversation they talk about Mutual Funds & Direct Investment vs. Advisory Investment. This is an IVM Production; for more such awesome podcasts, come find us: Website: <a href="http://indusvox.com/" target="_blank" rel="nofollow noopener noreferrer">Indusvox.com</a> Facebook: <a href="https://www.facebook.com/ivmpodcasts" target="_blank" rel="nofollow noopener noreferrer">https://www.facebook.com/ivmpodcasts</a> Twitter: <a href="https://twitter.com/IVMPodcasts" target="_blank" rel="nofollow noopener noreferrer">https://twitter.com/IVMPodcasts</a> Instagram: <a href="https://www.instagram.com/ivmpodcasts/" target="_blank" rel="nofollow noopener noreferrer">https://www.instagram.com/ivmpodcasts/</a>

Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship.

You can catch this podcast on YouTube 'Paisa Vaisa with Anupam Gupta' or find it on top audio streaming platforms like Apple Podcasts, Spotify, Amazon Music, Google Podcasts, JioSaavn, Gaana, and others.

Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can catch this podcast on YouTube 'Paisa Vaisa with Anupam Gupta' or find it on top audio streaming platforms like Apple Podcasts, Spotify, Amazon Music, Google Podcasts, JioSaavn, Gaana, and others.

The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services

Paisa Vaisa with Anupam Gupta

On this special edition of Paisa vaisa, Anupam chats with Kunal Bajaj, Founder & CEO of Clearfunds. In part-1 of this conversation they talk about Mutual Funds & Direct Investment vs. Advisory Investment. This is an IVM Production; for more...

Ep. 39: Robo Advisory - 1

In this episode of Paisa Vaisa, host Anupam Gupta sits down with Ravi Saraogi, founder of Samasthiti Advisors, to decode the essentials of retirement planning in India. Ravi shares his journey as a Registered Investment Advisor (RIA), dives deep into fundamental concepts like accumulation phase, corpus, and safe withdrawal rate, and provides a clear roadmap for listeners to start their financial planning.

We also explore Ravi’s groundbreaking January 2024 research paper co-authored with Rajan Raju, uncovering key insights and challenging outdated approaches to retirement in India. Learn about the critical role of sequence of returns risk, Ravi’s response to a Mint article debate on retirement numbers, and actionable strategies to secure a financially independent future.

Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                         

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ 
You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.

Do follow IVM Podcasts on social media. 
We are @ivmpodcasts on Facebook, Twitter, & Instagram.

In this episode of Paisa Vaisa, host Anupam Gupta sits down with Ravi Saraogi, founder of Samasthiti Advisors, to decode the essentials of retirement planning in India. Ravi shares his journey as a Registered Investment Advisor (RIA), dives deep into fundamental concepts like accumulation phase, corpus, and safe withdrawal rate, and provides a clear roadmap for listeners to start their financial planning.
We also explore Ravi’s groundbreaking January 2024 research paper co-authored with Rajan Raju, uncovering key insights and challenging outdated approaches to retirement in India. Learn about the critical role of sequence of returns risk, Ravi’s response to a Mint article debate on retirement numbers, and actionable strategies to secure a financially independent future.
Get in touch with our host Anupam Gupta on social media:
<ul>
<li data-pm-slice="0 0 []">Twitter: ( https://twitter.com/b50 )</li>
<li data-pm-slice="0 0 []">Instagram: ( https://www.instagram.com/b_50/ )</li>
<li data-pm-slice="0 0 []">LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                         </li>
</ul>
You can listen to this show and other awesome shows on the IVM Podcasts website at <a href="https://www.ivmpodcasts.com/">https://www.ivmpodcasts.com/ </a> You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, &amp; Instagram.

In this episode of Paisa Vaisa, host Anupam Gupta sits down with Ravi Saraogi, founder of Samasthiti Advisors, to decode the essentials of retirement planning in India. Ravi shares his journey as a Registered Investment Advisor (RIA), dives deep into fundamental concepts like accumulation phase, corpus, and safe withdrawal rate, and provides a clear roadmap for listeners to start their financial planning.  We also explore Ravi’s groundbreaking January 2024 research paper co-authored with Rajan Raju, uncovering key insights and challenging outdated approaches to retirement in India. Learn about the critical role of sequence of returns risk, Ravi’s response to a Mint article debate on retirement numbers, and actionable strategies to secure a financially independent future.

Mastering Retirement Planning in India: Insights with Ravi Saraogi

Dive into the booming world of wealth management with Ashish Shanker, MD & CEO of Motilal Oswal Wealth. Discover the key drivers fueling this growth, understand how HNIs and UHNIs invest differently from retail investors, and explore the performance of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). Learn about the enduring appeal of traditional assets like real estate and gold, the relevance of asset allocation amidst strong equity markets, and gain insights into specific market sectors. Plus, get exclusive investment strategies and book recommendations to enhance your financial acumen.

Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                         

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ 
You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.

Do follow IVM Podcasts on social media. 
We are @ivmpodcasts on Facebook, Twitter, & Instagram.

Dive into the booming world of wealth management with Ashish Shanker, MD &amp; CEO of Motilal Oswal Wealth. Discover the key drivers fueling this growth, understand how HNIs and UHNIs invest differently from retail investors, and explore the performance of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). Learn about the enduring appeal of traditional assets like real estate and gold, the relevance of asset allocation amidst strong equity markets, and gain insights into specific market sectors. Plus, get exclusive investment strategies and book recommendations to enhance your financial acumen.
Get in touch with our host Anupam Gupta on social media:
<ul>
<li data-pm-slice="0 0 []">Twitter: ( https://twitter.com/b50 )</li>
<li data-pm-slice="0 0 []">Instagram: ( https://www.instagram.com/b_50/ )</li>
<li data-pm-slice="0 0 []">LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                         </li>
</ul>
You can listen to this show and other awesome shows on the IVM Podcasts website at <a href="https://www.ivmpodcasts.com/">https://www.ivmpodcasts.com/ </a> You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, &amp; Instagram.

 Unlocking HNI Investment Secrets with Ashish Shanker of Motilal Oswal 

In this episode Anupam sits down with Mahavir Chopra, an insurance industry veteran, to tackle the most pressing issues in the world of insurance. Mahavir shares insights on the trust deficit between customers and insurers, the impact of mis-selling, and how AI is transforming insurance advice. Discover why insurance is so complex, the reasons behind rising premiums, and practical tips for filing claims. Tune in for a deep dive into the challenges and opportunities in the insurance sector.

Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                         

And also you can catch up Mahavir on : 
Instagram: https://www.instagram.com/beshakorg/
YouTube: https://www.youtube.com/c/Beshak
X: https://x.com/BeshakIN
LinkedIn: https://www.linkedin.com/company/53178647/admin/feed/posts/


You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ 
You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.

Do follow IVM Podcasts on social media. 
We are @ivmpodcasts on Facebook, Twitter, & Instagram.

In this episode Anupam sits down with Mahavir Chopra, an insurance industry veteran, to tackle the most pressing issues in the world of insurance. Mahavir shares insights on the trust deficit between customers and insurers, the impact of mis-selling, and how AI is transforming insurance advice. Discover why insurance is so complex, the reasons behind rising premiums, and practical tips for filing claims. Tune in for a deep dive into the challenges and opportunities in the insurance sector. Get in touch with our host Anupam Gupta on social media:
<ul>
<li data-pm-slice="0 0 []">Twitter: ( https://twitter.com/b50 )</li>
<li data-pm-slice="0 0 []">Instagram: ( https://www.instagram.com/b_50/ )</li>
<li data-pm-slice="0 0 []">LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                         </li>
</ul>
And also you can catch up Mahavir on : 
<ul>
<li>Instagram: <a href="https://www.instagram.com/beshakorg/" data-saferedirecturl="https://www.google.com/url?q=https://www.instagram.com/beshakorg/&amp;source=gmail&amp;ust=1718647892702000&amp;usg=AOvVaw3GSCdkCJKgFc_7hOA1OWR6">https://www.instagram.com/beshakorg/</a></li>
<li>YouTube: <a href="https://www.youtube.com/c/Beshak" data-saferedirecturl="https://www.google.com/url?q=https://www.youtube.com/c/Beshak&amp;source=gmail&amp;ust=1718647892702000&amp;usg=AOvVaw18nFWOVpjAJCgH98j6z2rN">https://www.youtube.com/c/Beshak</a></li>
<li>X: <a href="https://x.com/BeshakIN" data-saferedirecturl="https://www.google.com/url?q=https://x.com/BeshakIN&amp;source=gmail&amp;ust=1718647892702000&amp;usg=AOvVaw2kS2TCl7zufbYK6NLlDtLj">https://x.com/BeshakIN</a></li>
<li>LinkedIn: <a href="https://www.linkedin.com/company/53178647/admin/feed/posts/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/company/53178647/admin/feed/posts/&amp;source=gmail&amp;ust=1718647892702000&amp;usg=AOvVaw3ljtp5Itx8MtPImWYRQvzm">https://www.linkedin.com/company/53178647/admin/feed/posts/</a></li>
</ul>
 You can listen to this show and other awesome shows on the IVM Podcasts website at <a href="https://www.ivmpodcasts.com/">https://www.ivmpodcasts.com/ </a> You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, &amp; Instagram.

In this episode Anupam sits down with Mahavir Chopra, an insurance industry veteran, to tackle the most pressing issues in the world of insurance. Mahavir shares insights on the trust deficit between customers and insurers, the impact of mis-selling, and how AI is transforming insurance advice. Discover why insurance is so complex, the reasons behind rising premiums, and practical tips for filing claims. Tune in for a deep dive into the challenges and opportunities in the insurance sector.  Get in touch with our host Anupam Gupta on social media:  Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                           And also you can catch up Mahavir on :   Instagram: https://www.instagram.com/beshakorg/ YouTube: https://www.youtube.com/c/Beshak X: https://x.com/BeshakIN LinkedIn: https://www.linkedin.com/company/53178647/admin/feed/posts/   You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.  Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & Instagram.

Ep. 39: Robo Advisory - 1

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