Wealth-tech CEO Explains Why Your Financial Planning Sucks & How to Fix it: Keval Bhanushali: TIT168 Podcast Por  arte de portada

Wealth-tech CEO Explains Why Your Financial Planning Sucks & How to Fix it: Keval Bhanushali: TIT168

Wealth-tech CEO Explains Why Your Financial Planning Sucks & How to Fix it: Keval Bhanushali: TIT168

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Watch this episode on YouTube- https://youtu.be/a4IL9q2RHDk

In this episode:
  • 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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