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Moneywise

Moneywise
Investment Strategies
Financial Planning
Mutual Funds
Asset Allocation
Wealth Management
Behavioral Finance
Financial Independence
Investing
Women and Wealth
Index Funds
SIP
Retirement Planning
Financial Literacy
Investment
Portfolio Rebalancing
Investment Decisions
Emergency Fund
Fixed Income
Equities
Risk Management

Most financial advice still sounds like it’s stuck in a textbook. Moneywise flips that. This podcast brings together a Millennial and a Gen Z voice for honest, jargon-free conversations on all things personal finance, from your salary and SIPs to your insecurities about not having “figured it out” yet. Each month, we focus on one financial topic and unpack it through a series of short, weekly, eng... more

PublishesWeeklyEpisodes74Founded4 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Latest Episodes

Mutual fund tax is one of the most misunderstood parts of investing, and many investors realise it only after booking profits.

In Moneywise Season 2 Episode 22, Virat and Rachita explain tax on mutual funds in India in simple language, helping you u... more

Most people say, “I’ve started investing in mutual funds,” but when asked why, the answer is usually… “for the future.” But the future isn’t one place. It’s a house, a holiday, an emergency, or retirement, and each destination needs a different train... more

Your portfolio is a lot like your wardrobe. If you never clean it up, rebalance it, or remove what no longer fits, things quietly go out of control.

In this episode of Moneywise, we break down portfolio rebalancing in simple, no-jargon language. Fro... more

Think of diversification in mutual funds like food choices. Eating the same pizza for breakfast, lunch, and dinner every day gets boring and unhealthy. But trying 50 different dishes in every single meal? That’s chaos. The sweet spot is a balanced pl... more

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People also subscribe to these shows.

Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
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George KamelRamsey Network

Recent Guests

R. Subramanian
A first-generation entrepreneur and certified chartered financial goal planner with over 30 years of experience in the financial industry.
Episode: Why Your Portfolio Needs Rebalancing | Moneywise Podcast Ep. 51 Ft. R. Subramanian
Sooraj Raveendran
Founder and CEO of Index Funds Sahi Hai
Index Funds Sahi Hai
Episode: How to Build an Index-Only Portfolio | Moneywise Podcast Ep. 50 Ft. Sooraj Raveendran
Mehul Shah
Designated partner at Riqr LLP with over 20 years in the investment business
Riqr LLP
Episode: What Exactly Are Index Funds? | Moneywise Podcast Ep. 49 Ft. Mehul Shah
Chetan Agarwal
Head of treasury at Bennett Coleman and Co. with over 25 years of expertise in treasury, investment, and risk management.
Bennett Coleman and Co.
Episode: What Not to Do When Markets Are Volatile | Moneywise Podcast Ep. 48 Ft. Chetan Agarwal
Hrushikesh Swain
Financial Advisor with a background in IT and investment strategies
Episode: Financial Planning for Children | Moneywise Podcast Ep. 47 | Ft. Hrushikesh Swain
Rahul Jain
Financial advisor and founder of GR. Finvisors
GR. Finvisors
Episode: 46: 046 - How Your Actions Could Make or Break Your Wealth
Prateek Sinha
Successful wealth manager with extensive experience in Asian financial markets.
Episode: 45: 045 - Why Factor Funds Deserve Your Attention
Kashyap Mody
Head of Treasury at Jio Platforms and experienced investment manager
Jio Platforms
Episode: 44: 044 - Can Asset Allocation Make or Break Your Wealth?
Sadashiv Phene
A financial advisor with over 25 years of experience managing investments for thousands of clients.
Episode: 43: 043 - Sadashiv Phene - Retirement planning.

Hosts

Rachita
Co-host of the podcast, providing insights on personal finance, salary strategies, personal savings, and investment practices that resonate with younger audiences.
Virat
Co-host of the podcast, offering engaging perspectives on marketing strategies, financial literacy, and investment opportunities designed to empower individuals, particularly the youth.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Risk and Return Trade-Off: The Physics of Investment
Q: How do I assess risk tolerance?
Assessing risk tolerance involves looking at factors such as age, income stability, dependents, and personal psychological comfort.
Index Funds For Beginners Simplified!
Q: So not for quick journey, and not for short term goals either?
Not at all. The market needs time to complete cycles. Patience can help you win.
Index Funds For Beginners Simplified!
Q: Are there multiple types of index funds? I thought it's just one thing.
No, it's the whole family. The most famous is Nifty 50 index fund.
Index Funds For Beginners Simplified!
Q: What is the specialty of index funds? What makes it so special?
First of all, zero confusion. No mental torture of buying this or that stock. You just decide whether to invest in a Nifty 50 index or in Sensex 30.
Index Funds For Beginners Simplified!
Q: How to actually invest in index funds and what is the process?
It is the same as any mutual fund. You can decide if you want to invest in SIP or in lump sum format.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Moneywise

What is Moneywise about and what kind of topics does it cover?

The podcast focuses on personal finance topics tailored for Millennials and Gen Z, emphasizing practical and relatable advice. Each month, a specific financial theme is explored through engaging discussions that strip away jargon, making complex concepts accessible. From salary negotiation and mutual funds to budgeting strategies, episodes offer a mix of humor and real-life anecdotes, encouraging listeners to take proactive steps towards financial literacy and independence. Notably, the podcast incorporates Indian financial contexts, providing culturally relevant content aimed at empowering everyday investors. Through its engaging format, it aims to resonate with those who might feel overwhelmed by traditional financial advice, promising a ... more

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What are the audience demographics for Moneywise?

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How many subscribers and views does Moneywise have?

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Which podcasts are similar to Moneywise?

These podcasts share a similar audience with Moneywise:

1. Money Guy Show
2. George Kamel
3. The Ramsey Show Highlights

How many episodes of Moneywise are there?

Moneywise launched 4 years ago and published 74 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Moneywise?

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What guests have appeared on Moneywise?

Recent guests on Moneywise include:

1. R. Subramanian
2. Sooraj Raveendran
3. Mehul Shah
4. Chetan Agarwal
5. Hrushikesh Swain
6. Rahul Jain
7. Prateek Sinha
8. Kashyap Mody

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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