Paisa Vaisa with Anupam Gupta The Landscape of Financial Planning with Finnovate Financial Services
Nov 13, 2023
The podcast discusses the importance of financial education, building a robust financial plan, and the six pillars of financial planning. It also touches on investment division, advisory processes, and the onboarding process of Finnovate Financial Services. The speakers recommend books on leadership and investing, and promote other shows on the network.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
The Six Pillars of Financial Planning
02:52 • 22min
Importance of Dividing Investments and Advisory Process
24:46 • 2min
Onboarding Process of Finnovate Financial Services
27:04 • 10min
Book Recommendations and Conclusion
37:30 • 2min
Promotion of other shows, network, and sponsors
39:07 • 3min