WTH S3E3 | Khyati Mashru Discusses Investing, Personal Finance and Writing Your Money Story

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What the HAT!?

What the HAT!? - Podcast

41 episodes

6 days ago

We are three friends who met in our engineering undergraduate college catching up with our old friends and acquaintances where each guest has a different journey and different insights that you can learn from. This podcast is for everyone who wants to learn and grow whether it's deciding to start a company, doing a side hustle with your 9-to-5 job, going abroad for further studies, choosing a college for your Masters or MBA, living a sustainably fit life, running a family business, or being happy. We talk about a lot of things! Extraordinary insights from not so ordinary people.

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WTH S3E3 | Khyati Mashru Discusses Investing, Personal Finance and Writing Your Money Story

What the HAT!?

51 minutes 4 seconds

4 years ago

WTH S3E3 | Khyati Mashru Discusses Investing, Personal Finance and Writing Your Money Story

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About the guest:

Khyati is a chartered wealth manager by qualification and Financial Coach by choice. She specializes in discovering the financial DNA of individuals and families. She believes that every family's money story is unique and can be rewritten. She is on a mission to help 10,000 families rewrite their money story.

A successful women entrepreneur, admired leader, speaker, and columnist in the financial service industry with over a decade of experience. Founder & Chief Financial Coach of Plantrich & Vama Plantrich. Winner of “Young Innovator in Finance” by International Women Leaders Forum. Trained over 3K people in Personal Finance.

LinkedIn: https://in.linkedin.com/in/khyatimashru

Plantrich : https://plantrich.in/

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Timestamps:

00:00 - Introduction

00:19 - Background

02:20 - What is Money Story?

05:00 - Women’s Relationship with Money

09:30 - How to Write your Money Story?

15:30 - Money Pitfalls for Newly Weds

19:20 - Is it better to have Joint Accounts?

25:20 - Building blocks of Personal Finance

26:30 - Importance of Writing a Will

28:00 - Money Tips for Young Adults

30:00 - 50-30-20 Rule

31:00 - Portfolio Allocation

33:00 - Bitcoin? NFTs?

35:00 - How much should you have in Gold

37:00 - Diversifying across Geography

39:15 - LIC !!

42:00 - Investing in Stock Market

45:00 - Current State of FinTech

46:50 - Top 3 Investment

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About What the HAT!?

This is the podcast for you if you are a young adult or currently pursuing or have completed your education. We will dwell deep into various industries and sectors such as finance, technology, supply chain, manufacturing, chemical, education, and a lot more. We will also talk with our incredible guests in this podcast about productivity, leadership, management, careers, entrepreneurship, spirituality, and a lot more. On this podcast, we discuss everything and anything that will help us live a better life. Each journey is inspiring. Each story gives you an opportunity to learn something new.

Extraordinary insights from not-so-ordinary people.

Read more about What the HAT!? on the website: www.whatthehatpodcast.com

About the Hosts: Hiloni Punatar, Atit Kothari, Tapan Desai - https://www.whatthehatpodcast.com/about-us/

Hiloni Punatar - https://webshakers.in/

Atit Kothari - https://kothariatit.com/

Tapan Desai - https://tapandesai.com