The Wisest Owl, with Anupam Gupta, Salil Desai and Saurabh Mukherjea.

Join us in this discussion with Anupam Gupta to understand:
• What are the three most common mistakes that Indian HNWs make when investing their savings?
• Who are India’s best financial planners? What makes them so useful and so special?
• How you can be, if you want, your own financial planner?
• Why has ‘Financialisation of savings’ (as opposed to buying real estate and gold) taken off in the past six years?
• What are the best online resources for you if want to get started on your financial planning and investing journey ASAP?

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0:00 - Introduction
2:57 - What led you to write a book on Financial Planning?
5:57 - What are some common saving mistakes Indians make?
9:59 - How did you identify India's best financial planners?
14:50 - How can you become your own financial planner?
20:30 - Why has financial planning in India changed?
24:06 - What are the best online resources for financial planning?
27:20 - Q & A starts
30:19 - What do you think of real estate?
33:30 - How should senior citizens invest and plan their finance?
36:06 - How large should your savings be before investing?
40:12 - Investing & Goal-Based Planning
44:48 - How should self-employed people do financial planning?
50:38 - What is the corpus that you should have at retirement?
54:58 - How do I make clear investment goals with a busy life?
57:46 - Final Thoughts


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