Videos on our processes
Calculating Retirement Corpus Required - Part 1
In this video we cover how we calculate the retirement corpus for Clients and the variables used.
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Calculating Retirement Corpus Required - Part 2
While the previous video was a simple calculator, in this video we see how the retirement corpus would be adjusted taking into account Client's situation and goals.
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Calculating Retirement Corpus Accumulated
In the previous videos we showed how to calculate an estimated retirement corpus required. In this video we show how to calculate the corpus that would be accumulated and how to match the corpus required by taking assumptions on asset allocation and required rate of return on investments.
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Calculating Term Insurance - Part 1
In this video we cover how to calculate term insurance required for a family with a single income source
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Calculating Term Insurance - Part 2
In this video we cover how to calculate term insurance required for a family with two earning members and also how your goals would impact the term insurance required
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Evaluating a Mutual Fund Scheme against Benchmark
In this video we show how we use our in-house model to evaluate a mutual fund scheme on various returns and risk parameters over multiple time periods.
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Podcast with Spring Money
I did a podcast with Spring Money in Pune to discuss various personal finance topics such as benefits of fee only advisory, cost of commissions in MFs, real estate buying vs. renting and much more
To watch the video please click the link below:
Your Agent Is Getting Paid 8 Years of Your SIP | Jay Sheth | Spring Money
Podcast with Invexora
I did a podcast with Invexora to discuss financial planning for young professionals covering topics such a common investing pitfalls, SIPs for wealth creation, choosing a financial advisor, etc
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