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Explore the world of smart investing in this Cashvisory Podcast episode as Utkarsh, Co-Founder of Cashvisory, interviews Rohan, Product Head at Bluelearn and former President of the BITS Goa Stock Trading Club. Delve into investing hacks, portfolio strategies, and essential tips tailored for Gen Z investors. Rohan shares insights on the smart way to invest money, stock market basics, and his journey from a beginner investor to an expert.

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Episode Highlights:

1. Rohan’s Investment Journey: How his time at BITS Pilani shaped his understanding of finance.
2. Starting Investments: Rohan’s first steps in investing, including tips for beginners.
Core Principles of Investing: From fundamentals to advanced portfolio management strategies.
3. Key Learnings Over the Years: Lessons from Rohan’s evolving investment approach.
4.Exit Strategies: How to recognize ideal moments to buy or sell stocks.
5. Advice for Gen Z Investors: Practical tips to build a smart investment plan.
6. Generational Investment Comparisons: How past and present strategies differ and adapt with technology.
7. Recommended Resources: Essential tools and resources for informed investing.

Chapters
0:00 – Introduction
1:21 – Rohan’s College Journey: Finance Foundations
4:37 – First Investment: Initial Steps & Hurdles
6:20 – Core Investment Principles: Smart Ways to Invest
12:50 – Portfolio Management: Diversification & Strategy
20:41 – Investment Learnings: Insights Over the Years
23:34 – Stock Exit Strategies: Knowing When to Sell
27:33 – Advice for Young Investors: Smart Investment Tips
41:51 – Generational Investment Insights: Past vs. Present
47:04 – Key Takeaway: One Final Thought for Young Investors

Disclaimer:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBl, membership of BASL and certification from NISM in no way guarantee performance of the Investment Advisor or provide any assurance of returns to investors.

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