In this episode of Paisa Vaisa, host Anupam Gupta sits down with Ravi Saraogi, founder of Samasthiti Advisors, to decode the essentials of retirement planning in India. Ravi shares his journey as a Registered Investment Advisor (RIA), dives deep into fundamental concepts like accumulation phase, corpus, and safe withdrawal rate, and provides a clear roadmap for listeners to start their financial planning.

We also explore Ravi’s groundbreaking January 2024 research paper co-authored with Rajan Raju, uncovering key insights and challenging outdated approaches to retirement in India. Learn about the critical role of sequence of returns risk, Ravi’s response to a Mint article debate on retirement numbers, and actionable strategies to secure a financially independent future.

Get in touch with our host Anupam Gupta on social media:

• Twitter: ( https://twitter.com/b50 )
• Instagram: ( https://www.instagram.com/b_50/ )
• LinkedIn: (https://www.linkedin.com/in/anupam9gupta/

And also you can catch up Mahavir on :

• Instagram: https://www.instagram.com/beshakorg/
• YouTube: https://www.youtube.com/c/Beshak
• X: https://x.com/BeshakIN
• LinkedIn: https://www.linkedin.com/company/53178647/admin/feed/posts/

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/
You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.

Do follow IVM Podcasts on social media.
We are @ivmpodcasts on Facebook, Twitter, & Instagram.

See omnystudio.com/listener for privacy information.

Dive into the booming world of wealth management with Ashish Shanker, MD & CEO of Motilal Oswal Wealth. Discover the key drivers fueling this growth, understand how HNIs and UHNIs invest differently from retail investors, and explore the performance of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). Learn about the enduring appeal of traditional assets like real estate and gold, the relevance of asset allocation amidst strong equity markets, and gain insights into specific market sectors. Plus, get exclusive investment strategies and book recommendations to enhance your financial acumen.

Get in touch with our host Anupam Gupta on social media:

• Twitter: ( https://twitter.com/b50 )
• Instagram: ( https://www.instagram.com/b_50/ )
• LinkedIn: (https://www.linkedin.com/in/anupam9gupta/

And also you can catch up Mahavir on :

• Instagram: https://www.instagram.com/beshakorg/
• YouTube: https://www.youtube.com/c/Beshak
• X: https://x.com/BeshakIN
• LinkedIn: https://www.linkedin.com/company/53178647/admin/feed/posts/

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/
You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.

Do follow IVM Podcasts on social media.
We are @ivmpodcasts on Facebook, Twitter, & Instagram.

See omnystudio.com/listener for privacy information.

In this episode Anupam sits down with Mahavir Chopra, an insurance industry veteran, to tackle the most pressing issues in the world of insurance. Mahavir shares insights on the trust deficit between customers and insurers, the impact of mis-selling, and how AI is transforming insurance advice. Discover why insurance is so complex, the reasons behind rising premiums, and practical tips for filing claims. Tune in for a deep dive into the challenges and opportunities in the insurance sector.

Get in touch with our host Anupam Gupta on social media:

• Twitter: ( https://twitter.com/b50 )
• Instagram: ( https://www.instagram.com/b_50/ )
• LinkedIn: (https://www.linkedin.com/in/anupam9gupta/

And also you can catch up Mahavir on :

• Instagram: https://www.instagram.com/beshakorg/
• YouTube: https://www.youtube.com/c/Beshak
• X: https://x.com/BeshakIN
• LinkedIn: https://www.linkedin.com/company/53178647/admin/feed/posts/

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/
You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.

Do follow IVM Podcasts on social media.
We are @ivmpodcasts on Facebook, Twitter, & Instagram.

See omnystudio.com/listener for privacy information.