Episode-5 03 Aug 2022

Five Steps to Create a Great Financial Plan

Five Steps to Create a Great Financial Plan

It is easy to get baffled and anxious when you come across terms like financial goals, portfolio rebalancing, compound interest, asset allocation, and retirement planning. While it may seem complicated, managing your finances is a 5-step simple process followed by most successful individuals worldwide. The importance of financial planning has recently started gaining more attention since the 2020 Covid-19 pandemic market crash when many of us faced salary cuts and job losses. So, what does financial planning mean, what are the basic principles one can always keep in mind and how to start?


Listen to our guest speaker Raunak Mehta and our Host Anselm Mendes as they simplify Financial planning and a simple process that one must follow to ensure one's current and future financial wellness.

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