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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
Financial Literacy
Retirement Planning
Investment
Portfolio Rebalancing
Emergency Fund
Fixed Income
Equities
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

PublishesWeeklyEpisodes64Founded4 years ago
Number of ListenersCategories
EntrepreneurshipInvestingBusiness

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Latest Episodes

Your first SIP could be the start of your wealth story, if you do it right.

In this episode of Moneywise, Virat and Rachita break down how to invest in mutual funds and how to start a SIP; no jargon, no sales pitch, just straight talk.

👉 Understan... more

Think mutual funds are just for finance pros? Think again. 💡

In this episode of Moneywise, Virat and Rachita break down everything first-time investors get wrong about mutual funds, from picking your first SIP to understanding why your bank balance... more

Everyone wants to know what the right time to invest in mutual funds is, but here’s the uncomfortable truth: the perfect time was yesterday. The next best time? Today!

In this episode of the Moneywise Podcast, Virat and Rachita break down one of the... more

Ever wondered why some people with huge paycheques still end up broke by the end of the month? It’s not bad luck; it’s lifestyle inflation.

In this video, we unpack the sneaky lifestyle inflation trap — that pattern where your expenses quietly grow e... 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

Virat
Host of Moneywise
Rachita
Host of Moneywise
Mishuk
Host of the Moneywise Podcast

Chart Rankings

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

Apple Podcasts
#163
Indonesia/Business/Investing
Apple Podcasts
#197
Spain/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Why Your Portfolio Needs Rebalancing | Moneywise Podcast Ep. 51 Ft. R. Subramanian
Q: How often should investors be re-balancing their portfolio, and is there a right time to do it?
There is no fixed timing for rebalancing; it should align with personal goals and life changes, not done too frequently.
Why Your Portfolio Needs Rebalancing | Moneywise Podcast Ep. 51 Ft. R. Subramanian
Q: What is portfolio rebalancing and why should investors care about it?
Portfolio rebalancing involves restructuring your investments to align with your changing goals and risks, making it crucial for managing investments effectively.
How to Build an Index-Only Portfolio | Moneywise Podcast Ep. 50 Ft. Sooraj Raveendran
Q: How should someone think about asset allocation within this setup?
Sooraj suggests a 90-10 allocation in favor of equity for young investors, while for retirees, a 60-40 equity to debt ratio could be appropriate.
How to Build an Index-Only Portfolio | Moneywise Podcast Ep. 50 Ft. Sooraj Raveendran
Q: What exactly is an index-only portfolio and why might investors consider building one?
Sooraj explains that an index-only portfolio is built using only index-linked products and is recommended due to lower costs compared to active funds.
What Exactly Are Index Funds? | Moneywise Podcast Ep. 49 Ft. Mehul Shah
Q: Who do you think should consider investing in index funds?
Index funds are ideal for first-time investors and those with long-term financial goals who prefer not to track investments daily.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
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Frequently Asked Questions About Moneywise

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

A financial podcast that combines Millennial and Gen Z perspectives to offer accessible and straightforward discussions on personal finance topics. Episodes tackle a variety of themes, including cognitive biases in investment decisions, portfolio management, and long-term financial planning. Notably, the series emphasizes practicality, providing listeners with actionable advice to improve their financial literacy and help them overcome common mental barriers to effective investing. The hosts engage listeners with relatable anecdotes, ensuring that complex financial concepts are broken down into digestible insights. Unique in its focus on the everyday investor, the show aligns with ongoing financial literacy campaigns aimed at empowering ind... more

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Which podcasts are similar to Moneywise?

These podcasts share a similar audience with Moneywise:

1. The Daily Brief
2. The Late-Round Fantasy Football Podcast
3. Finshots Daily
4. BiggerPockets Real Estate Podcast
5. The Peter Attia Drive

How many episodes of Moneywise are there?

Moneywise launched 4 years ago and published 64 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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