POSTED BY December 6, 2013 COMMENTS (14)ON
In this post we want to share our great experience till now working with CNBC 18 and DSP BlackRock Mutual Funds team on the show Plan F. We have been involved with the whole process from start. Me and Nandish keep going to CNBC Office every alternate week to shoot for our part which comes at end of each episode.
All the 10 episodes have been aired and we have got all kind of reviews about them, what was good, what could be improved, which part audience are liking and what they are not liking. I tell all of them that no one episode can fit someone’s expectations, but it surely has deep learnings for everyone. In one way or other one can surely learn from each episode’s. I am not talking about the numbers discussed or their portfolio, but from each episode’s case study financial life journey.
For example – in 5th episode, Mr Subodh Khare shares how he wants to make his daughter financially wise and wants to give them around Rs 50 lacs so that they can shape their life from there in a more powerful way.
In 2nd episode Sreekumari shared how she is operating from Financial Freedom and how she has already taken so many right decisions.
In 3rd episode Ramakumar shares, how all his life, he used 2nd income in family (his spouse income) only and only for saving and now he is almost financially free.
If you look at each episode, write down what is that one learning you can draw from the episode and you can take some actions to improve it. If you listen to IFA’s, they analyse the portfolio and give some 2-3 core insights they can think about. Either Me or Nandish give 3 tips of the week for all investors which you can apply to your financial life.
Episode 1 – Ramesh Jalan
Watch the first episode, where Mr. Ramesh Jalan talks about his investment journey with financial experts Sumeet Vaid (MD, Freedom Wealth Solutions) and Vijay Bhushan (Partner, Bharat Bhushan & Co.)
Episode 2 – Shreekumari Dholakia
Watch the second episode, where Ms. Shreekumari Dholakia talks about her investment journey with financial experts Lovaii Navlakhi (CEO, International Money Matters) and Surya Bhatia (Managing Partner, Assets Managers)
Episode 3 – Ramakumar Poothrikovil
Watch the third episode, where Mr. Ramakumar Poothrikovil talks about his investment journey with financial experts Ramkumar Barchha (Premium Partner, Ramkumar H Barchha) and Ashish Shah (MD, Wealth First Portfolio Managers)
Episode 4 – Himanshu Jain
Watch the fourth episode, where Mr. Himanshu Jain talks about his investment journey with financial experts Suresh Sadagopan (Founder, Ladder 7 Financial Advisories) and Brijesh Dalmia (Director, Dalmia Advisory Services)
Episode 5 – Subodh Khare
Watch the fifth episode, where Dr. Subodh Khare talks about his investment journey with financial experts Ashish Chadha (CEO,Chadha Investment Consultant) and Pallav Bagaria (Proprietor, Brand New Day)
Episode 6 – Sanjeev Singh
Watch the sixth episode, where Mr. Sanjeev Singh talks about his investment journey with financial experts Hari Kamat (Proprietor, Investment Avenue) and Ullas Shah (CEO, Madhuvan Securities)
Episode 7 – Kavita Sharma
Watch the seventh episode, where Ms. Kavita Sharma talks about her investment journey with financial experts Ranjit Dani (Co Founder, Think Consultants) and Krishnakumar Desai (Chief Investment Advisor, Sri Kotyark Investments)
Episode 8 – M Subrahmanyeswara Rao
Watch the eighth episode, where Mr. M Subrahmanyeswara Rao talks about his investment journey with financial experts Gajendra Kothari (MD & CEO, Etica Wealth Management) and N Krishnan (Director, Value Invest Wealth Management)
Episode 9 – Shefali Doshi
Watch the ninth episode, where Ms. Shefali Doshi talks about her investment journey with financial experts Mrin Agarwal (Founder, Mr investment) and Deepak Chhabria (CEO & Director, Axiom Financial Services)
Episode 10 – Cyrus Broacha & Ramesh Damani
In the Plan F finale (10th Episode), watch the key principles of investing that regular investors can implement in their investing strategy, summarized by the renowned market analyst and member of BSE, Ramesh Damani. These principles have been extracted from the many case studies that were featured over the course of the Plan F season. Also, watch the tables turn as Jagoinvestor takes on the role of the inquisitor, interviewing Cyrus Broacha on his personal finance journey.
Share about your views on Plan
Can you share your learnings from various episodes of Plan F ? Which were the points you learned and have started applied in your financial life ?