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Moneywise

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

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

PublishesWeeklyEpisodes79Founded4 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Latest Episodes

Ready to take a deep dive into how to structure investment portfolios?

In this episode of Moneywise, we decode 3 key factors in investing: Momentum, Size, and Low Volatility. We understand these using real-life examples that you’ll actually relate t... more

Want factor investing explained in the simplest way possible?

In this episode of Moneywise, we decode the three powerful styles that influence how portfolios are constructed — Growth, Value, and Momentum.

These aren’t stock tips. They’re structured... more

Is investing really just luck and gut feel… or is there an actual science behind it? 📊🤔

In this episode of Moneywise, Virat and Rachita dive into the world of factor investing, the structured, data‑driven approach that quietly influences how many ... more

Even experienced investors make mistakes. Not because they don’t know enough… but because money has a way of triggering very human decisions.

In this episode of Moneywise, Virat and Rachita break down the 10 most common investing mistakes that almos... more

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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

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#181
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Factor Investing Explained: Momentum, Size & Low Volatility #MutualFunds
Q: How do we actually use these factors in investing?
There are three approaches: focus strategy, diversified approach, and letting professionals handle the investment.
Who is a fund manager and what are the responsibilities of a fund manager?
Q: How to judge if mutual fund manager is good or bad?
Look at the manager's track record, consistency over time, and their performance in different market conditions.
What Is Goal-Based Investing Through Mutual Funds for Money Management
Q: What if I can't afford all these SIPs at one time?
You should prioritize your emergency fund first, then the goal that is nearest, and finally your long-term goals. As your income increases, you can add more goals to your investment plan.
Mutual Fund Tax Explained | Long-Term vs Short-Term Capital Gains
Q: Should tax drive my investment decisions?
No, tax should be one factor among many, as the primary goal is to generate returns on investments.
Mutual Fund Tax Explained | Long-Term vs Short-Term Capital Gains
Q: What does tax loss harvesting mean?
Tax loss harvesting means selling an underperforming investment to offset taxable gains from other investments.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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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How many listeners does Moneywise get?

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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. The Investing for Beginners Podcast - Your Path to Financial Freedom
2. My First Million
3. Money Guy Show
4. Ramsey Everyday Millionaires
5. The Ramsey Show Highlights

How many episodes of Moneywise are there?

Moneywise launched 4 years ago and published 79 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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