Join us for an enriching conversation on personal finance and life decisions with Utkarsh, co-founder of Cashvisory, joined by guests Prerona and Shrini (SRINIVAS). Prerona, a thriving entrepreneur and marketing agency owner, and Shrini, the co-founder and CEO of Coupl, offer their perspective on money management, investments, and navigating significant life milestones as a couple. Gain valuable insights and actionable tips to steer your financial journey and shape your future plans.

Key Highlights
- Prerona and Shrini share their journey and expertise in personal finance and entrepreneurship.
- Insights on managing finances as unmarried couples.
- Practical tips on balancing long-term goals with immediate financial requirements.
- Discussion on investment strategies, including thoughts of investing in real estate.
- Insights on instruments like money market funds, FDs, PPF, SIPs, etc.
- The decision-making process of buying versus renting a home.
- The importance of health insurance for financial security and peace of mind.
- Term vs Life insurance and which is better. The advantage of buying term insurance when young.
- Differentiating between secured and unsecured loans and how to use credit cards smartly.

Chapters
00:00 - Introduction
02:19 - Thoughts on money management for Unmarried couple
04:15 - Regarding their Instagram page
06:10 - Their start with money management
13:34 - Views on balancing long-term ambitions with short-term necessities
18:37 - Investments strategies
22:47 - Property as an investment
26:41 - Plan for kids or pets
29:58 - Views on having on health and life Insurance
33:11 - Thoughts on Secured and unsecured loans
36:18 - Buying health insurance as a corporate employee
39:34 - Bad financial decisions they have taken for love
42:46 - Conclusion


Disclaimer:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBl, membership of BASL and certification from NISM in no way guarantee performance of the Investment Advisor or provide any assurance of returns to investors.
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