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Achieve financial peace of mind with Qualified Financial Advisors. #OneWithYourInterest | VUA ₹19,000 Cr+
India
Joined November 2021
When a home loan turns into an insurance trap. Satish Waje, a mechanical engineer, applied for a ₹60 lakh home loan. The bank told him that his loan wouldn’t be disbursed unless he bought a new policy, despite already having a life cover of ₹2.75 crore. What should have been
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Our documentary Mis-sold was recently screened at PVR for a group of BFSI leaders, advisors, journalists and finance influencers. What followed was an open and heartfelt conversation, with industry voices sharing their thoughts on the documentary and reflecting on the gaps that
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Victims of financial product mis-selling often realise the truth only years later, when the money they had set aside for security is already gone. Beyond the financial loss lies a deeper cost: the erosion of trust in advisors, institutions and the financial system itself.
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When achieving targets become the enemy of ethics. Unrealistic sales goals push relationship managers to the edge and often beyond what’s right. Hear a bank's relationship manager share how the system turns numbers into pressure and pressure into mis-selling. Watch the full
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At #GFPS2025, @BatulKapasi07 - Director, Mis-sold Documentary and our Head, Video Production - shared insights into the creative and ethical choices behind bringing real stories of financial mis-selling to life. She spoke about the challenges of deciding what to keep and what
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Why did a documentary crew decide to uncover the hidden, human costs of financial mis-selling? The problem is more widespread than many in the finance industry admit. We spoke with @BahlKanan, Director, Mis-sold Documentary & Editor-in-chief of 1 Finance Magazine, at the Global
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Behind every policy mis-sold lies a story of misplaced trust. Nitin Balchandani, Founder of Insurance Angels, shares how working with farmers who were mis-sold products revealed the deep emotional and financial impact of broken advice and why restoring trust must be at the heart
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Passive investing is simpler, but is it always better? We spoke with @ActusDei, who moderated the panel on passive investing in India at the Global Financial Planner’s Summit 2025 and also contributed to our documentary Mis-sold. Watch his crucial perspective on
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In India, real estate is an inherently emotional purchase, yet it must also deliver financial returns. We spoke with @kevalb26, our Co-Founder and CEO, after the panel discussion on Real Estate Advisory at the Global Financial Planner’s Summit 2025. Watch his perspective on
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Is financial independence truly achievable or just a viral hashtag? The journey requires a profound shift in philosophy, not just in savings rate. We spoke with Sumit Ramani, author of the forthcoming book Ring of FIRE, at the Global Financial Planner's Summit. He shares the
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With financial awareness rapidly evolving in India, is there a simple, actionable playbook for wealth creation? The key is avoiding the one mistake everyone repeats. We spoke with @nehanagarr, Finfluencer, Entrepreneur & Educator and author of the book Plan Your Wealth, at the
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Is true financial planning about hitting a number or defining a feeling? Our relationship with money constantly changes, yet few ask the fundamental question: Do you have enough? We spoke with Bhuvanaa Shreeram, author of the forthcoming book Do you have enough? at the Global
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At #GFPS2025, we witnessed the unveiling of Podcast with Chanakya - the 25th book in Dr. Radhakrishnan Pillai’s celebrated Chanakya series. Co-authored by Keval Bhanushali and Dr. Pillai, the book explores how Chanakya’s timeless sutras can guide modern financial behaviour, from
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Is the industry ready to move past the robo-advisor era? As AI enters financial planning, the core questions are about earning trust, delivering genuine value and escaping commoditization. We spoke with @vamdirect, Co-Founder & CEO, compoundexpress (DSP Group), post the panel
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Is debt advisory the next major opportunity for financial planners? As personal credit usage grows, clients need help managing risk just as much as they need help growing wealth. We spoke with Ritesh Srivastava, Founder & CEO of @freed_care, post the panel discussion on Personal
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Even after decades of growth, mutual funds are still surrounded by complexity and widespread myths. The key to successful wealth creation lies in separating fact from financial fiction. We spoke with @Rajanitandale1, our SVP - Mutual Funds and author of the book Mutual Funds
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FIRE – Financial Independence, Retire Early – sounds like a dream. Yet in many ways, it can also be a fool’s paradise if money becomes the only objective. Because the true goal of life is not just wealth, but living meaningfully. At the Global Financial Planner’s Summit 2025, we
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Is your personality hurting your portfolio? Every money decision is influenced by deep-seated emotional biases that can derail the most rational financial plan. We spoke with @hardia_animesh our SVP - Qualitative Research and author of the book Emotional Money (Zebra Learn), at
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Why does insurance remain one of the most vital yet misunderstood pillars of financial security? The complexity in coverage and jargon leaves millions under-protected. We spoke with @manju_dhake, our SVP - Insurance and author of the book Insurance Made Simple (Zebra Learn), at
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At #GFPS2025, three of our vertical heads, unveiled their books - each rooted in years of experience and driven by a shared purpose: to make personal finance more human, more informed and more accessible. Animesh Hardia’s 𝐄𝐦𝐨𝐭𝐢𝐨𝐧𝐚𝐥 𝐌𝐨𝐧𝐞𝐲: Aligning Wealth with Your
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