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The Landscape of Financial Planning with Finnovate Financial Services
Season 1 · Episode 435

The Landscape of Financial Planning with Finnovate Financial Services

Paisa Vaisa with Anupam Gupta

November 13, 202335m 41s

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Show Notes

In this episode of Paisa Vaisa with Anupam Gupta, Nehal Mota, co-founder of Finnovate Financial Services, our guest speaks about prioritising financial education, utilising available resources and gradually building a robust financial plan tailored to individual circumstances.

Connect with Nehal Mota on LinkedIn | Twitter 

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/ )

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

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Topics

ivm podcastpaisa vaisaanupam guptafinance podcastnewsFinancial PlanningFinancial WellnessFinnovateNehal MotaPaisa VaisaFinancial AdvisoryRegulatory StatusMFD ServicesInsurance ServicesMoney ManagementFinancial WellbeingFinancial Advisory EcosystemOnboarding ProcessAdvisory FeesClient TrustAsset InclusionService LevelsChoosing an AdvisorFinancial EducationRIA Fees for Young Investors