117 Cr unclaimed shares worth >₹50,000 Cr (estimation) were transferred to Investor Education Protection Fund
Family of the deceased never gets to know if such assets even existed
But now, SEBI's latest circular will help in finding such securities
How you can find them🧵👇
In today's digital age, financial advice is just a fingertip away. Yet, when it comes to personal finance, a simple click isn't enough; a holistic approach is paramount. It's not solely about the numbers but understanding one's relationship with money, encompassing psychology, emotions, and behaviour. This deep understanding underscores the crucial importance of consulting a Qualified Financial Advisor.
#PapaPlease, an awareness initiative by 1 Finance, emphasises the profound impact that entrusting your financial journey to a Qualified Financial Advisor can have on realising your dreams.
#GFPSummit2023: Jeet Marwadi (@JeetMarwadi), Founder and MD of 1 Finance, shares the pivotal role of 1 Finance in revolutionising the personal finance advisory sector, fostering a consistent ecosystem, and an unwavering commitment to integrity and financial well-being.
Watch live: https://t.co/N3Y4lv15Y6
@FPSBindia@livemint
LIVE NOW at the #GFPSummit2023
Watch here: https://t.co/sI955bsJsn
Exploring the reshaping of financial narratives from India to the world. Presented by 1 Finance.
Don't miss out!
@livemint@FPSBindia
[PARTNERED]
Join us for an insightful Fireside Chat with industry pioneers on Account Aggregator Framework - How will it change the future of the finance industry. Hurry, limited invites only! @1FinanceHQ@FPSBindia
Learn more: https://t.co/f9yo5l717W
Behind every frame of our upcoming brand film lies a compelling story - a blend of hopes, ignored lessons, and the relentless pursuit of informed decisions. Releasing Soon!
#PapaPlease, an awareness initiative by 1 Finance in association with Financial Planning Standards Board India (@FPSBindia).
Join us at the Global Financial Planners Summit 2023, where India's financial potential takes center stage. Explore the game-changing Account Aggregator Framework and delve into the art of personal branding in the digital age for financial advisors with industry experts. Let's ignite discussions that lead to actionable insights in India's emerging financial advisory landscape.
📍 The Westin, Goregaon, Mumbai
🗓️ October 7, 2023
🕤 9:30 AM - 3:00 PM
Exclusive invite-only event with limited seats available! Seize this rare opportunity to network and ideate with finance industry leaders.
Secure your spot now: https://t.co/ejfKgGpuJE
@FPSBindia@livemint@JeetMarwadi@kevalb26@anoojrmehta@yaminishah08@vivekrege@KirtanShahCFP@shinjini9@pchugh19@financewsharan@join2manish@BahlKanan@mugdhakalra Nikhil Kurhe
#GFPSummit2023
[PARTNERED]
Join us at The Westin, Goregaon, Mumbai, on October 7th, 2023, for an event presented by 1 Finance. Register today and be a part of this unique financial advisors gathering! @1FinanceHQ@FPSBindia
Click to register: https://t.co/f9yo5l717W
[PARTNERED]
Join us at The Westin, Goregaon, Mumbai, on October 7th, 2023, for an event presented by 1 Finance. Register today and be a part of this unique financial advisors gathering! @1FinanceHQ@FPSBindia
Click to register: https://t.co/f9yo5l717W
In the unpredictable journey of life, having a steady job is often seen as a ticket to financial stability. However, the curtains could draw close on this stability with a single unexpected act - be it a medical emergency, a car breakdown, or even a sudden job loss.
Dive into this podcast to understand how an emergency fund can act as your financial umbrella and shield you from unforeseen expenses.
Link: https://t.co/BKsuCmbjUL
Ft. @KirtanShahCFP
Billionaire 1st Gen entrepreneur : i was very lucky to be at the right place at the right time, ppl smarter than me haven’t got wht they deserved
Meanwhile some 3rd Gen : i had to go through a lot of adversities and work everyday to be who i am today, m self made
It’s the denial of being privileged that stops the use of privilege to achieve greater good.
Being privileged is not a sin, stories don��t have to be rags to riches only.
It can be good to great journey as well.
Are your financial goals a puzzle waiting to be solved?
Join us as Keval Bhanushali, Co-Founder and CEO of 1 Finance, reveals a unique psychology-based approach to holistic financial planning.
Discover personalized strategies to achieve your dreams. Don't miss out.
Watch the full interview now: https://t.co/NdW074G4Wq
@1FinanceHQ@kevalb26@JeetMarwadi | #PersonalFinanceUnlocked #Partnered
Talk of Finfluencers giving unqualified advice and earning commissions through referrals… all MFDs on board !!!
Talk of MFDs pushing high commission products or cutting side deals for extra commissions or switching portfolios every 2 yrs….. negative marketing
There are 100s of MFDs who have approached us to help them carter advisory clients & build a fee business
If your business model is based on secrecy from customer, you will continue to be anxious.
Be transparent & customer will never leave you.
We are deeply honoured to announce our alliance with @TheViralFever, an initiative that aims to empower their dedicated team with the tools and knowledge necessary to achieve financial well-being.
Our goal is to provide a comprehensive Financial Wellness Plan that goes beyond mere number-crunching. By understanding each member's unique aspirations, dreams, and challenges, we aim to create a roadmap to success tailored to their specific needs.
This affiliation reflects TVF's remarkable commitment to its members' overall well-being, and we are thrilled to be a part of their journey toward a more secure, confident, and fulfilling financial future.
@Akhil_Rathi
Swapping your loan for one with favourable terms can be a good option to manage your liabilities better.
The two major things you need to bear in mind before refinancing your debt are the change in interest rates from the existing loan to the new one, and the total cost of refinancing your loan.
In our latest issue, understand how debt refinancing can help in reducing your EMI or decreasing the tenure of your loan, and thus lets you save money that you can, in turn, direct towards building assets and investing to grow your wealth.
Read more on 1 Finance magazine: https://t.co/yeY1cUYyhr
Key takeaways from our previous Twitter Spaces - Understanding the value of fee-only financial advisors.
Remarkably simplified for your understanding.
Listen to the recording here: https://t.co/0CPqt1MzhP
@manju_dhake@Rajanitandale1@ActusDei@RamaniSumit@nishsanghavi