Anil Poste
Anil shares his experience dealing with HNI clients and why he pivoted his career from finance to journalism.
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Feb 8, 2024 • 24min
Personal Finance lessons from an ex-RM
Anil Poste, a former relationship manager at HDFC Mutual Fund, discusses how to safeguard oneself from rapid misselling at banks and shares his experience dealing with HNI clients. He also talks about the challenges faced by relationship managers, the transition into journalism, and provides personal finance advice for beginners including investing in index funds and term plans. The importance of keeping personal finance simple and separate is emphasized.
