Personal Finance & Investment Guidance

Advay Khanvilkar

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Personal Finance & Investment Guidance
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FREE
20 mins

Building personal financial discipline early in your career is one of the highest-leverage habits you can form. In this session, we will break down:

  • Investment Frameworks: Insights and lessons from actively managing equity portfolios (outperforming benchmark indices over 5 years).
  • Personal Asset Allocation: How to structure monthly savings across equity, debt, and liquid instruments based on individual risk appetite.
  • Disciplined Long-Term Investing: Avoiding common retail investor pitfalls, understanding fundamental analysis, and setting up a sustainable portfolio.
  • Financial Planning Setup: Practical steps for insurance prioritization and compounding strategy for working professionals.

Note: This session is purely educational for general mentorship and sharing personal experience, and does not constitute formal SEBI-registered investment advice.