Wealth-tech CEO Explains Why Your Financial Planning Sucks & How to Fix it: Keval Bhanushali: TIT168
Update: 2024-02-222
Description
- How to achieve Financial Well-Being?
- Why you should not trust every financial advice?
- Understanding Your Generational Profile and Financial Behaviour Score
- Step-by-step scientific financial planning In this episode, we dive deep into the essence of financial well-being versus mere independence.
From understanding how to manage your financial behaviour to focusing on building a robust retirement corpus, this conversation is packed with insights on why we invest and the difference between being rich and being truly happy at 80.
Keval Bhanushali, Co-Founder & CEO of 1 Finance, brings his wealth of experience to the table. An IIM Calcutta and Harvard Business School alumnus, Keval has shaped the core business model at 1 Finance, steering the financial institution into a significant ecosystem for wealth management, investment advisory, and more. With a focus on wealth creation for Indian MNIs, Keval’s expertise spans across wealth management, portfolio management, and alternative investment funds, among others.
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