Money Matters is a series where I have conversations with normal people such as you and I, on your personal finance issues.
It is important to note that I am NOT a financial expert, I am NOT SEBI registered, and I am NOT qualified to give financial advice.
Everything that I say in these videos is purely through my own experiences.
- So these videos do not offer any stock tips, or specific mutual fund recommendations or get-rich-quick schemes.
- I am not selling any product or service through these videos.
- None of the brands that I mention in these videos have paid me to mention them, unless I explicitly say so (and I will say if the video is sponsored).
This also means that my advice may not always be the right advice. So incase I make a mistake, the best way to correct me will be to share your point of view in the comments, so that everyone can benefit from it.
I am not perfect, nor claiming to be either and would love to learn and grow.
The idea is simply to help people with their finance journey and through their story try to help others who may have a similar story.
If you wish to be part of this series, please fill up this form forms.gle/uj9JPUBp8Wo9nZQi7
In this episode of Money Matters, join us as we dive into Anjali's financial journey, where we outline a strategic roadmap to achieve her long-term financial goals. With a monthly income of ₹1.25 lakh, we explore how disciplined investing and smart financial planning can help her build a substantial corpus of ₹10-20 crores over the next 25 years.
We meticulously detail Anjali's monthly expenses and lay out an optimal investment strategy centered around mutual funds and systematic investment plans (SIPs). Additionally, we emphasize the importance of establishing an emergency fund, selecting the right insurance coverage to protect her investments, and adopting a strategic approach to home loan repayments.
Join us to learn how to leverage your income effectively, maximize financial potential, and pave the way towards a secure and prosperous future.
Want to join me on the show? Fill this form and my team will reach out to you: forms.gle/uj9JPUBp8Wo9nZQi7
00:00 Introduction
00:49 About Anjali
02:17 Anjali's expectations from Money Matters
05:40 Current financials
11:50 Details about the Home Loan
14:38 Details about insurance
17:45 Financial Plan for Anjali
28:07 Strategy for Home Loan
32:20 Figures after opting for Step-up SIP
33:26 Questions about PF amount
36:29 Conclusion
#FinancialPlanning #MoneyMatters #warikoo
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11 июл 2024
