Sameer Shashank

[Nikhila Putcha @nikhilaofficial]

Thrilled to have led a financial awareness session for 200+ employees at @PVHCorp at Bengaluru, thanks to their amazing Diversity & Inclusion team!

Shared practical tips for better money management. Big thanks for the opportunity 🙌🏻

#FinancialAwareness #DiversityAndInclusion

[Sameer Shashank @GattuSam]

🚫 Stop relying on financial planning thumb rules! 🚫

1️⃣They oversimplify your risk and goals
2️⃣ They aren't personalised
3️⃣ They give false security
4️⃣ They are static and don't update with you

Switch to personalised plans instead💡

#FinancialPlanning #PersonalFinance

[MoneyPlanned @money_planned]

@kunalb11 At @money_planned we are building an AI-driven financial planning platform for individuals (patent granted in 2022)
Our platform offers a holistic, personalised approach, simplifying one's financial journey & automating end-to-end management to help achieve goals effortlessly.

[Sameer Shashank @GattuSam]

🔑 Unlock your financial success with this simple framework:
1️⃣ SECURE - with insurances, emergency funds, etc
2️⃣ ORGANIZE - with budgeting, financial planning
3️⃣ GROW - with the right investments and consistency.

Thrive, don't just survive! 💸

#FinanceTips #WealthBuilding

[Sameer Shashank @GattuSam]

(3/3)

Loans

[Sameer Shashank @GattuSam]

(1/3)

🇮🇳🏛️ A Comprehensive List Of Financial Products In India 🏛️🇮🇳

Basics & Investments

[Sameer Shashank @GattuSam]

(2/3)

Tax savings, Insurances and Retirement

[Sameer Shashank @GattuSam]

💼 4 ways financial advisors can use AI 💼
1️⃣ Personalising financial advice 🎯
2️⃣ Streamlining operations 🛠️
3️⃣ Data-driven prospecting🌟
4️⃣ Real-time decisions for alpha gen

🚀 The future of finance is intelligent and client-focused! #AI #WealthManagement #FinTech #Innovation

[Sameer Shashank @GattuSam]

🚀 5 Pointers for #RetirementPlanning

1. It's easier if you start early 🕒
2. EPF/PPF alone isn't enough 💡
3. Diversify investments beyond only real estate 🏠
4. Remember, Expenses might actually go up 📈
5. Don't plan to depend on your kids 👨‍👩‍👧‍👦
#FinancialFreedom #InvestSmart

[Sameer Shashank @GattuSam]

🌟 90% of traders lose money actively trading, with losses averaging Rs 1.25L in FY22! Meanwhile, Fidelity found the best investors might just be those who forget their accounts. 😅

The lesson? Long-term + diversified portfolio = 🚀🌈. Let compounding work magic! #InvestSmart

[Sameer Shashank @GattuSam]

🚀 "One Person Unicorn" = Soon?

Toolkit ideas:
1. No-code
2. Sales automations
3. Company OS
4. Content automation
5. Empathy - Create real value for people

Solo & scale! 💥 #StartupLife #TechTrends #OnePersonUnicorn

[Sameer Shashank @GattuSam]

@money_planned onwards and upwards.

[Business Insider India🇮🇳 @BiIndia]

#Fintech company MoneyPlanned raises over ₹2.5 crore from Inflection Point Ventures, others

https://t.co/cGzr7c9AjM

By @EetikaKapoor