Money Matters is a series where I have conversations with normal people such as you and I, on your personal finance issues.

It is important to note that I am NOT a financial expert, I am NOT SEBI registered, and I am NOT qualified to give financial advice.

Everything that I say in these videos is purely through my own experiences.

So these videos do not offer any stock tips, or specific mutual fund recommendations or getrichquick schemes.
I am not selling any product or service through these videos.
None of the brands that I mention in these videos have paid me to mention them, unless I explicitly say so (and I will say if the video is sponsored).

This also means that my advice may not always be the right advice. So incase I make a mistake, the best way to correct me will be to share your point of view in the comments, so that everyone can benefit from it.

I am not perfect, nor claiming to be either and would love to learn and grow.

The idea is simply to help people with their finance journey and through their story try to help others who may have a similar story.

If you wish to be part of this series, please fill up this form https://forms.gle/uj9JPUBp8Wo9nZQi7

In this episode of Money Matters, join us as we dive into Anjali's financial journey, where we outline a strategic roadmap to achieve her longterm financial goals. With a monthly income of ₹1.25 lakh, we explore how disciplined investing and smart financial planning can help her build a substantial corpus of ₹1020 crores over the next 25 years.

We meticulously detail Anjali's monthly expenses and lay out an optimal investment strategy centered around mutual funds and systematic investment plans (SIPs). Additionally, we emphasize the importance of establishing an emergency fund, selecting the right insurance coverage to protect her investments, and adopting a strategic approach to home loan repayments.

Join us to learn how to leverage your income effectively, maximize financial potential, and pave the way towards a secure and prosperous future.

Want to join me on the show? Fill this form and my team will reach out to you: https://forms.gle/uj9JPUBp8Wo9nZQi7

00:00 Introduction
00:49 About Anjali
02:17 Anjali's expectations from Money Matters
05:40 Current financials
11:50 Details about the Home Loan
14:38 Details about insurance
17:45 Financial Plan for Anjali
28:07 Strategy for Home Loan
32:20 Figures after opting for Stepup SIP
33:26 Questions about PF amount
36:29 Conclusion

#FinancialPlanning #MoneyMatters #warikoo



Buy my new book 'MAKE EPIC MONEY' here: https://www.makeepicmoney.com/

SIP in Stocks with FREE* Demat A/c on INDmoney: https://indmoney.onelink.me/RmHC/x3g6...

My Money Apps: https://bit.ly/3Zg56eR

Start your own business: http://bigrockin.sjv.io/6eZ1KK

My bestselling books:
‘GET EPIC SHIT DONE’: https://ankurwarikoo.com/getepicshitdone
‘Do Epic Shit’: https://ankurwarikoo.com/doepicshit

My gear for shooting this video:
Sony a7III camera: https://bit.ly/3M42wAV
Sony FE 2470 f2.8 Lens: https://bit.ly/3KCCiF0
Shure SM7B Microphone: https://bit.ly/3O1NAVA
Fill Light 60W: https://bit.ly/37aJolP
Key Light 150W: https://bit.ly/3O9nyjs
Benro IT15 Tripod for Sony a7III camera: https://bit.ly/3O4PvJ1

Useful links:
20 books for your 20s: https://bit.ly/WarikooBooks
20 online courses for your 20s: https://bit.ly/WarikooOnlineCourses
Gadgets that I use: https://bit.ly/WarikooGadgets

The above links are on Amazon.
If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L and in 2022 we contributed 53L.


Let’s connect online:
My weekly podcast Woice with warikoo (Spotify): https://open.spotify.com/show/1g7wpoq...
My weekly newsletter warikoo Wanderings: https://ankurwarikoo.com/newsletter/
Instagram:   / ankurwarikoo  
Twitter:   / warikoo  
‍ LinkedIn:   / warikoo  
Facebook:   / awarikoo  
Daily Blog: https://ankurwarikoo.com/blog/