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10: Ep 010 - Making the Best of Your Financial Sarathi aka Financial Advisor.
Manage episode 431458589 series 3468347
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Welcome back to another insightful episode of PGIM Money Buddy, brought to you by ‘Money and Me’, an investor education and awareness initiative by PGIM India Mutual Fund.
In this episode, Ajit Menon, CEO of PGIM India Mutual Fund delves deep into the invaluable role of a financial advisor, or as he likes to call them, your financial sarathi.
Ajit shares his unique perspective by drawing parallels between the epic tale of the ‘Mahabharata’ and your financial journey, highlighting how a trusted advisor can guide you like Krishna guided Arjuna.
He offers practical tips on how to maximize the relationship with your advisor to ensure your financial goals are met. Whether you're just starting your investment journey or looking to optimize your current strategies, this episode is packed with wisdom and actionable advice.
Tune in to learn how to find the right financial advisor, understand their importance, and make the most of this crucial partnership, as this partnership can help you achieve your long-term goals with confidence.
Stay tuned, stay informed, and happy investing!
#PGIMMoneyBuddy #FinancialAdvisor #InvestmentJourney #InvestorEducation #MoneyAndMe
Disclaimer: Money Buddy Podcast. Brought to you by Money & Me, an investor education and awareness initiative by PGIM India Mutual Fund. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
In this episode, Ajit Menon, CEO of PGIM India Mutual Fund delves deep into the invaluable role of a financial advisor, or as he likes to call them, your financial sarathi.
Ajit shares his unique perspective by drawing parallels between the epic tale of the ‘Mahabharata’ and your financial journey, highlighting how a trusted advisor can guide you like Krishna guided Arjuna.
He offers practical tips on how to maximize the relationship with your advisor to ensure your financial goals are met. Whether you're just starting your investment journey or looking to optimize your current strategies, this episode is packed with wisdom and actionable advice.
Tune in to learn how to find the right financial advisor, understand their importance, and make the most of this crucial partnership, as this partnership can help you achieve your long-term goals with confidence.
Stay tuned, stay informed, and happy investing!
#PGIMMoneyBuddy #FinancialAdvisor #InvestmentJourney #InvestorEducation #MoneyAndMe
Disclaimer: Money Buddy Podcast. Brought to you by Money & Me, an investor education and awareness initiative by PGIM India Mutual Fund. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
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