Season 1 · Episode 381
Advisor Perspectives Part 3: Financial Planning for Women and Families
October 31, 202244m 27s
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Show Notes
On the third installment of Advisor Perspectives, Anupam, Vishal and Shalini discuss all things finance from a familial perspective. Vishal and Shalini- Founder and President of Plan Ahead Wealth Advisors, share how they established their own advisory business as a couple. In this Indepth conversation, they discuss the importance of goals, the need for taking risks, and moving towards a vision aimed at all round growth. Contingency funds, understanding your investments, financial planning for women, becoming a successful entrepreneur and much more on this episode of Paisa Vaisa!
About the Show
Paisa Vaisa is India's leading podcast on personal finance with 2m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!
Vishal's social handles:
LinkedIn: https://www.linkedin.com/in/vishal-dhawan-039633
Shalini's social media handles:
LinkedIn: (8) Shalini Dhawan | LinkedIn
Find more about Plan Ahead Wealth Advisors on:
Website: https://planahead.in/
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/ )
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Topics
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