Goal based investing - What is it and How to do It

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Talks with Daulat | Personal finance tips from wealth experts

Daulat Wealth Management

30 episodes

8 months ago

Talks with Daulat is a brand new way to learn about how to manage your personal finance directly from wealth experts. It covers topics ranging from investments, insurance, debt management, taxation, financial goal planning etc. Daulat is a tech-enabled, wealth-management platform offering all-in-one investing solutions that help Indians invest better. Our mission is to help every Indian achieve true financial well-being.

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All content for Talks with Daulat | Personal finance tips from wealth experts is the property of Daulat Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Hosted on Acast. See acast.com/privacy for more information.

Goal based investing - What is it and How to do It

Talks with Daulat | Personal finance tips from wealth experts

9 minutes 41 seconds

2 years ago

Goal based investing - What is it and How to do It

Goal based investing is a process of converting your wants/needs like home purchase, child's education, wedding etc. into clear actionable financial goals. In this podcast, we are going to discuss:

a. What is Goal-based investing and why is it important ?

b. 5 key ingredients of Goal-based investing

c. Example of how to do Goal-based investing

Tune in to this episode to learn more.

Hosted on Acast. See acast.com/privacy for more information.