E51 – Salonee – Investment Lessons from the Pro
Salonee Sanghvi, India’s Top 100 Women in Finance | India’s Wealth Management Thought Leader Award – Nominee | India’s Top 50 Finance Influencers
Fourth-generation financial professional with 17+ years of experience in the financial services industry.
The dearth of solid, reliable financial advice prompted her to realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a customized roadmap she founded My Wealth Guide, an endeavor to make a difference to help people become financially independent and attain their goals.
Timestamps
- Journey towards becoming a personal wealth consultant – 2:34
- Understanding the investing process – 8:00
- Long term wealth building – 17:54
- Evidence-based investing – 21:40
- Financial lessons post-pandemic era – 31:57
Quotes
- Savings means what you invest and not necessarily what you leave in your bank account
- Money should give you peace of mind, not stress, understand your relationship with money
- No plan is cast in stone, revisit your money goals regularly
- Time in the market is very important than timing the market
