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Want to learn how to grow your business with marketing strategies that you can apply on your own. Len and Leslie created the Treasure Trove podcast to help you out. They discuss best practice and tips and advice from over 25 years of marketing experience. Welcome to the Treasure Trove Toronto podcast!
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Introducing the Cache Code - Local Marketing and List Building for any Business
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Keywords Cash Code, Treasure Trove Toronto, local businesses, rewards program, QR codes, marketing, customer engagement, small business support, community shopping, loyalty program Summary In this conversation, Leslie Stoute and Len Marshall, co-founders of Treasure Trove Toronto, introduce their innovative Cash Code program designed to enhance loc…
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keywords QR codes, marketing, customer engagement, data tracking, loyalty programs, promotions, digital marketing, business strategies, interactive experiences, sales summary In this conversation, Len Marshall and Leslie Stoute discuss the transformative potential of QR codes in business marketing and operations. They explore various levels of QR c…
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14: Ep 014 - SIP or Lumpsum – What Works in a Volatile Market
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Equity markets have been volatile in the recent past. Sharp corrections are a good opportunity for investors to invest lumpsum or top up their existing investments. On the other hand, SIPs are useful in a volatile market as they help you get more units when markets fall. Lumpsum investing is another option for investors but it can be a bit risky if…
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Episode 1 - Introduction to the Treasure Trove Toronto podcast
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Episode 1: Introduction to the Treasure Trove Toronto podcast Hosts: Len & Leslie Duration: 10:29 Published: May 6th, 2025 Summary: Len & Leslie introduce you to the Treasure Trove Toronto podcast. With a breakdown of what to expect with each episode as well as explaining how Treasure Trove Toronto is focused on helping businesses thrive. Timestamp…
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13: Ep 013 - 5 Powerful Ways To Manage Your Debt Effectively
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The Indian household debt has been increasing over the past three years, shown an RBI report. It increased to 41% of GDP in FY24 from 37.9% in FY23 and is estimated to have reached 43.5% in the first half of FY25. The report identified three primary purposes for household borrowing. The first is consumption, which includes personal loans, credit ca…
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12: Ep 012 - 5 Strategies to Tackle Market Volatility
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Remember March 2020 when the stock market experienced one of the fastest crashes in history due to the COVID-19 pandemic? The Indian market saw drawdown of 38%. It was a stark reminder of how unpredictable markets can be. The 2008 financial crisis was another classic example. In this episode, Lisa Pallavi Barbora and Ravi Samalad discuss what cause…
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11: Ep 011 - The 5 biggest mutual fund myths
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A lot of the mistakes often investors make stem from a lack of awareness and myths that people believe to be true about mutual funds. In this episode, Ravi Samalad and Lisa Pallavi Barbora discuss and debunk the biggest myths associated with mutual funds. Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that …
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10: Ep 010 - 6 Investing Mistakes to Avoid
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“The first rule of an investment is don't lose money. And the second rule is don't forget the first rule.” - Warren Buffett. This quote reminds us that losing less is equally important. Let us understand this with a simple example. If your 100 rupee becomes 50 you will have to earn a return of 100% to reach 100 again. There is so much focus on how …
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9: Ep 009 - 5 steps to implement a goal based investment plan
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Goal based investing concept is easier to understand but very few investors follow a methodological and bucketed way of managing their finances. In this podcast, Lisa Pallavi Barbora and Ravi Samalad analyse the pros and cons of this approach, which kind of investors it is ideal for, how to go about identifying your goals and use the right asset cl…
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Analyzing and interpreting fund returns can be a challenge, especially for novice investors. In this episode, Lisa Pallavi Barbora and Ravi Samalad help you understand what compound annual growth rate (CAGR), extended internal rate of return (XIRR), rolling returns and absolute return mean and how to interpret them when looking at your fund’s retur…
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If you have been observing the market, PSUs shares have been in the limelight in the last one year. As investors, one may be tempted to invest in PSU stocks. This is where sector funds come into play. They invest in one particular sector or theme such as PSUs, technology, pharma and so on, which helps you take a dedicated exposure to one sector or …
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6: Ep 006 - Active or Passive: How to Make a Choice
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When one sets out to invest in mutual funds they are not thinking active or passive, rather they just want to invest in something that fits in their risk profile, goal, or time horizon. Over the last few years, we have seen a plethora of fund launches in the passive space. Passive Funds provide you market exposure at a low cost. In this podcast, Li…
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5: Ep 005 - How to Select Equity Funds For Your Portfolio?
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In life we are inundated with choices – whether it’s the choice of clothes, the colour and brand of cars, perfumes, the list can go on. Clearly, there’s a wide variety of options available today in every sphere of life which can be sometimes overwhelming. Similarly, we have a wide variety of investment options within the mutual fund industry. In th…
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4: Ep 004 - 5 smart ways to use Systematic Transfer Plan & Systematic Withdrawal Plan
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Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) are tools offered by mutual funds that provide great convenience and flexibility to cater to investor’s different financial goals. In this podcast, personal finance expert Lisa Pallavi Barbora and Ravi Samalad talk about how these facilities work and how investors take make efficie…
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3: Ep 003 - Best of both worlds – How Hybrid Funds give you an edge
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Hybrid Funds are gaining traction and that is evident by the steady growth in assets in this category. The AUM of hybrid funds category has doubled from Rs 3.10 lakh crore in Nov 2020 to reach Rs 6.30 lakh crore as of November 2023, shows AMFI data. Similarly, the number of folios in this category have grown from 94 lakhs to 1.26 crore during the s…
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2: Ep 002 - The what, how and why of asset allocation
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A 1986 study titled Determinants of Portfolio Performance by Brinson, Hood and Beebower showed that asset allocation explained 93.6% of the variation in a portfolio’s return. This clearly shows the importance of following an asset allocation approach to investing rather than chasing return or flavour of the season. In this episode, Personal Finance…
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1: Ep 001 - 5 steps to Build your Emergency Fund with Debt Mutual Funds
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An Emergency Fund helps you tap into your savings when you have to incur an unplanned expense or take care of your non-negotiable monthly expenses during a temporary loss of income. In this maiden episode of Smart Investing series, Lisa Pallavi Barbora, a Financial Coach and Personal Finance Expert, discusses the importance of creating an emergency…
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