I Asked WEALTH MANAGEMENT Expert About Financial Planning: Know the Best Financial Planning Secrets

#financialplanning #financialplanningtips #financialpodcast

In this episode, host Riney Joy, who has been with Scripbox for over a decade, sits down with Anirudh Dar, Managing Partner at Scripbox, to discuss the fundamentals of financial planning. With 20 years of experience in the wealth management industry, Anirudh has helped over 350 families achieve their financial independence.

Whether you're just starting your financial journey or looking to refine your planning strategy, Anirudh's valuable perspectives will guide you toward a more secure financial future.

IN THIS EPISODE
0:00 - Introduction
1:16 - What is Financial Planning?
1:50 - Why is Financial Planning Important?
2:21 - Key Factors in Financial Planning
3:53 - Understanding Asset Allocation
6:08 - Steps in the Financial Planning Process
10:20 - Identifying Your Financial Goals
15:45 - Setting Financial Goals with the S.M.A.R.T. Method
17:05 - Building an Emergency Fund
18:31 - The Importance of Life Insurance

Anirudh Dar 
Anirudh Dar is a Managing Partner with over 22 years of experience in financial services. He has led strategic initiatives, driven client acquisition, and launched new products at renowned institutions. Passionate about financial planning, Anirudh has helped over 700 families achieve their financial goals. 
Connect with him on LinkedIn:   / anirudhdar  


Riney Joy 
Riney Joy is a Senior Product Manager at Scripbox with over 6 years of experience. She is passionate about understanding customer challenges and delivering clear, effective solutions.
Connect with her on LinkedIn:www.linkedin.com/in/rin3y-joy

Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

About Scripbox:
Scripbox, led by Atul Shinghal, Founder and CEO, and Sanjiv Singhal, Founder and Chief Product Officer, is a digital wealth management service.

Founded in 2012, Scripbox is a pioneer in the digital financial services space and is recognised for creating simple and elegant user experiences in a complex domain. Scripbox uses proprietary algorithms to deliver a holistic view of investments, as well as personalised recommendations for better outcomes.

Scripbox has been recognised as the 2nd most influential financial services brand globally by LinkedIn and has received the Financial Express’ Best Bank Award. 

Quick facts:
AUM: 18000 crore
Reach in 1650+ cities and towns across India

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