• Ungalukkaana Personalised Financial Plan - Part 2 | உங்களுக்கான Personalised Financial plan! - E 17
    Aug 8 2024

    1. Fees la concession kudupeengalaa? - 1:55
    2. Client yaara irundhaalum process onnu dhan - 3:21
    3. Thirumba varumbodhum adhe fees dhaan kudukanuma? - 4:25
    4. Advisor sounding board a irukumbodhu namma awareness better a irukum - 7:01
    5. Informed decisions ku vazhikaata dhaan Financial Advisor - 8:53
    6. Enna laa data kudukanum ? - 11:03
    7. Clients oda average age group idhu dhaan - 15:57
    8. Namma Financial Advisor oda step by step process idhudhaan - 18:48
    9. Modhal step la logic a marandhu emotion a mattum focus pannuvom - 19:47
    10.Unga goal ku route podardhu dhaan next step - 20:05
    11. Take.. Camera.. Action.. dhaan final step - 20:52
    12. Support period la Update or Reviews pannalaam - 22:13

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    27 mins
  • Ungalukkaana Personalised Financial Plan! | உங்களுக்கான Personalised Financial plan! - E 16
    Aug 1 2024

    1. Meet Mr. Vikram Krishnamurthy - 0:31
    2. One service one fee adhaan seri - 4:38
    3. Namma advisoroda Journey - 9:36
    4. Client a educate panradhu thaan mukkiyam - 13:18
    5. Financial awareness ipo better ayirka? - 15:01
    6. Problem a identify panradhe value addition dhaan - 17:57
    7. Enna pannuvaaru enna panna maataaru - 18:25
    8. Family Doctor specialist a iruka mudiadhu - 19:47
    9. One time fee pathi..adutha vaaram therinjukalaam - 27:07

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    29 mins
  • Financial advisors - oru guide | பைனான்சியல் அட்வைஸர்ஸ் - ஒரு கைடு E - 15
    Jul 25 2024

    1. Advisor kum Distributor kum enna vidhyaasam - 2:01
    2. Nambikaya irukanum na SEBI registered Financial advisors kitta ponga - 3:10
    3. Rendu types of Advisors pathi therinjukonga - 4:49
    4. Course correction um oru need dhaana? - 7:33
    5. Successful Advisor mattum pathaadhu potential successful client a irundhaadhaan vetri -11:09
    6. Goal planning yaar venaalum pannalaam aana full journey la sustain aaga mudiyanum - 13:52
    7. December leave la vacation oda sethu Financial planning um pannunga - 17:06
    8. Financial Advisor competent a nu epdi therinjuka mudiyum - 20:22
    9. Advisor client marriage a gauge panradhu returns dhaan - 26:20
    10.List of Advisors inga dhaan therijuka mudiyum - 26:42
    11. Financial Advisory la peria challenge idhu dhaan - 30:07
    12. Focus e illama invest pannina course correction ku kooda time irukaadhu - 31:15
    13. Adutha vaaram sandhipom Vikramudan - 31:53

    https://freefincal.com/list-of-fee-only-financial-planners-in-india/
    https://www.feeonlyindia.com/

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    34 mins
  • Goal a nokki oru payanam | இலக்கை நோக்கி ஓர் பயணம் - E 14
    Jul 19 2024

    1. Index funds edhunaala better - 0:27
    2. Market Cap na enna nu therinjukonga - 1:52
    3. 50% of actively managed funds dhaan Sensex a beat pannudhu - 3:32
    4. Funds a pathi kavala padaama Nifty and Sensex a focus panna podhum - 4:58
    5. Modhala Gudu gudu nu edhayum panna koodadhu - 7:57
    6. Eppavum Raja va irukara fund nu edhume illa - 9:06
    7. Portfolio va manage panrathukaana timeline enna - 9:59
    8. Naan enna pannanum nu aduthavangala kekaadheenga - 12:03
    10.50 50 dhaan safe Investment proportion - 12:53
    11. Portfolio la items kammiya irundha manage panradhu easy a irukum - 14:58
    12. Asset allocation a oru timeline vachu review pannikitte irukanum - 16:45
    13. Multiple goals ku etha maari portfolio va maathanum - 19:22 14.Actual and Projection wave a kankaanichute irunga - 28:15
    15. Tax pathi polambina Kumbibaagam dhaan - 29:53

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    34 mins
  • Mutual Funds - Easy ya purunjikkulaam vaanga! ஈஸியா புரிஞ்சுக்கலாம் வாங்க! - E 13
    Jul 11 2024

    1. Mutual fund Investments are subject to market risk,please read the offer document carefully - 0:59
    2. Inflation a beat panna epdi Invest pannanum - 2:59
    3. Rate of Growth, borrowing rate a vida jaasthi irundha dhaan business ku nalladhu - 5:51
    4. Marriage kum Life kume guarantee illa returns ku mattum irukuma? - 7:41
    5. Small fonts a zoom panni padinga - 10:45
    6. Mutual funds la modhal adi epdi eduthuvaikanum - 11:31
    7. Systematic Investment planning a correct a purinjukanum - 13:32
    8. Indha naalum therinjukita nalladhu - 16:08
    9. Automation naala namaku epdi discipline varum - 17:51
    10. Investments a ethanum nu Oath edunga - 19:51
    11. Fund growth a evlo frequent a monitor pannanum - 21:36
    12. Investments enough a irukaa nu track pannunga - 24:07
    13. Thodarndhu pesuvom Mutual funds a pathi - 25:42

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    28 mins
  • Podhum Velai, Eppo Retire Aagalam? போதும் வேலை, எப்போ retire ஆகலாம்? : Part 3 - E 12
    Jul 4 2024

    Link to slides mentioned in the Episode:
    https://freefincal.com/discover-the-significance-of-retirement-planning-in-just-ten-slides/


    1. Financial Independence venumaa enna pannalaam ? - 1:16
    2. Unmaya sonna thookam poidum - 2:52
    3. Varavu Onnu selavu 60 - 4:25
    4. 60 yrs la dhaan retirement..adhellam ini chance e illa - 4:59
    5. 85 yrs vaazhardhu thala vidhi avlodhaan - 5:55
    6. 1st month retirement ku thevai just 2.6 lakhs dhaan - 7:47
    7. Salary Vs Expenses gap irukara varaikum vandi odum - 10:21
    8. Assets sekardhu retirement planning illa adhu oru emergency fund - 13:33
    9. Expenses after Inflation a manage panra alavuku corpus plan pannanum - 15:08
    10.Post retirement Income constant a iruka koodadhu - 15:47
    11.Corpus gaali aagumbodhu battery um gaali aana nalladhu - 17:17
    12.Muppadhu vayasula 60k expense na 55 la 7.6 Crores venum - 18:44
    13.Retirement planning la bhadhil theriya vendia mukiamaana rendu kelvi - 20:59
    14.Early retirement na 200% expenses Corpus ku sekanum - 24:22
    15.Relationships layum Invest pannradhu mukiyam- 30:38
    16.Seri Investments pathi adutha episode la pesuvom - 33:01

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    36 mins
  • Podhum Velai, Eppo Retire Aagalam? போதும் வேலை, எப்போ retire ஆகலாம்? : Part 2 - E 11
    Jun 27 2024

    Link to slides mentioned in the Episode:
    https://freefincal.com/discover-the-significance-of-retirement-planning-in-just-ten-slides/

    1. Ideal retirement Idea idhu dhaan - 1:17
    2. Lifestyle changes Retirement planning a impact pannum - 1:41
    3. Idhe Lifestyle maintain pannanum naalum Inflation naala corpus erum - 3:22
    4. Varusha Varusham panna vendiya Retirement planning exercise - 3:53
    5. Retirement planning ku consider panna vendiya Inputs & Assumptions - 5:42
    6. Neenga firstu firstu kadaila kudicha tea oda velai enna ? - 7:10
    7. Safe returns dhaan venum na failure guaranteed - 11:21
    8.Equity ku alternate illa - 14:51
    9.1980 100ruba oda madippu ippo enna theriyuma? - 17:00
    10.Inflation data track pannalam vaanga - 17:50
    11.Retirement planning la important thing enna - 20:39
    12.Basic Thumbrule of inflation - 22:14
    13.Technology illama ippa iruka mudiyaathu - 24:19

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    28 mins
  • Podhum Velai, Eppo Retire Aagalam? போதும் வேலை, எப்போ retire ஆகலாம்? : Part 1 - E 10
    Jun 20 2024

    Link to slides mentioned in the Episode:
    https://freefincal.com/discover-the-significance-of-retirement-planning-in-just-ten-slides/

    1. Pattu's Twitter account a follow panna bayam varum - 0:19
    2. Financial Nirvaana na enna - 2:49
    3. Retirement planning eppo aarambikanum - 5:17
    4. Yearly expenses ku Paati Vaidhiyam - 6:18
    5. Aduthadhaa Short term expenses a focus pannunga - 13:15
    6. Goal planning la main a consider panna vendiadhu Inflation dhaan - 14:53
    7. Latchadhipathy kum Kodeeswaranukume madhipillayo?- 15:32
    8. Retirement planning la nadakara peria transformation - 17:02
    9. Equity corpus la retirement planning panra experts India la kammi - 19:41
    10.Parents e joint family dhaana?- 20:28
    11.Crorepathi luxury illa necessity - 22:02
    12.Russian dolls la irukara Financial planning structure - 23:18
    13. Retirement plan oda elements - 24:09

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    27 mins