Financial Planning 101 | Sharmila Puranik | #TGV618

The Guiding Voice

Chapters:

🔹 Precap

🔹 Introduction, First Rapid fire round of random words

🔹Sharmila’s guiding voice and her success mantra

🔹Breaking down financial planning and why it’s so essential for everyone, irrespective of their income level.

🔹What’s the best way to set realistic financial goals, especially if someone is new to managing money?

🔹Setting realistic financial goals for beginners

🔹How can goals be identified and categorized into short-term, medium-term, and long-term?

🔹Common pitfalls of “herd mentality” in investment

🔹 Second rapid fire round

🔹Advice to people who feel “too young” to start planning for retirement

🔹Trivia: Origins of financial planning

About the Guest:

Sharmila Puranik is a seasoned financial advisor with deep expertise in strategic financial planning, investment management, and debt reduction. She helps clients across all stages of life navigate personal finance, empowering them to reach their goals with clarity and confidence.

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https://www.linkedin.com/in/sharmila-puranik/

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