Planning for your child's future starts now! But with so many investment options, where should parents begin?
In this episode of The Modern Indian Parent Podcast, Rinie Gupta sits down with Utkarsh from CashVisory to discuss the importance of financial planning for parents.
They explore key financial goals, the best strategies for investing in your child’s education, and why starting early makes all the difference. Utkarsh also highlights the benefits of automating savings, eliminating poor investment options, and how tax-saving mutual funds can help parents build a strong financial foundation for their children.
🎥 Watch & Listen Here
YouTube
Spotify
Apple Podcasts
No time to watch/listen to the full episode? Read the blog in under 10 min to get all the key learnings:
Blog
Coming Soon
🎯 What You’ll Learn
✅ The four essential financial goals every family should plan for
✅ Why starting investments early can save you money in the long run
✅ How to calculate the future cost of your child’s university education
✅ The best and worst places to invest for your child’s education fund
✅ Whether you should keep education investments separate from other savings
✅ How tax-saving mutual funds can help you invest smarter
✅ The importance of automating savings to stay disciplined in investing
📱 Stay Connected With Us!
🎙️ Follow The Modern Indian Parent Podcast for exclusive parenting tips & episode updates!
📲 Follow here: https://www.instagram.com/modernindianparent/
👩⚕️ Connect With The Hosts
Sanchita Daswani (Co-Host, Pediatric Nutritionist): https://www.instagram.com/sanchitadaswani/
Rinie Gupta (Co-Host, Pediatric Sleep Consultant): https://www.instagram.com/riniegupta/
🤝 Connect With The Guest
Utkarsh (Founder, CashVisory): https://www.instagram.com/cashvisory/
📞 Book a Free Consultation with Utkarsh: https://www.cashvisory.com/home/book-a-consultation
🔗 Resources
📊 Child Education Cost Estimator: https://www.cashvisory.com/calculators-child-education
📈 Step-Up SIP Calculator: https://www.mutualfundssahihai.com/en/step-sip-calculator
📩 Sign Up for CashVisory: https://www.cashvisory.com/guided-journey
📌 Episode Chapters
⏳ Skip to the part that interests you:
3:33 Utkarsh's Journey Into Personal Financial Advisory
5:27 Starting CashVisory to Help Young Individuals Invest
7:15 4 Financial Goals Every Family Should Plan For
12:02 Understanding How Much Money We Will Need for University in India & Abroad
19:10 How Much Do We Need to Invest Monthly for a University Fund?
21:38 Should We Keep the Investment for Children's Education Separate?
24:57 Creating Separate Investment Accounts for Children
27:47 Best & Worst Places to Invest for Your Child's Education Fund
34:37 Understanding Tax-Saving Mutual Funds
36:58 Expected Returns on Investments
39:21 Taking Action with CashVisory
Share this post