Episode description
On Part 2 of Advisor Perspectives, Anupam talks to Harsh Roongta, a SEBI-regulated Financial Advisor at Fee Only Investments Advisors LLP ! Harsh shares his beginning from being a Chartered Accountant to becoming a full-time Financial Advisor. Anupam and Harsh further discuss consumer-centric financial advice and the key roles of a good financial advisor. They speak about the essentiality of a GOAL oriented approach in financial planning and moving beyond numbers while establishing a deep, personal and emotional relationship with the client to develop the right financial plan!
About the Show
Paisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!
You can know more about Fee Only Investments Advisors on:
Website: https://feeonlyinvestmentadvisers.com/
You can find Harsh Roongta on
LinkedIn: https://www.linkedin.com/in/harshroongta
Twitter: https://twitter.com/harshroongta
Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )
You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.
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