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Chai pe Kharcha - NRI Personal Finance Matters

Ep 15: Alternate Outlook with Avinash (part 1)

24 Nov 2023

Description

In today's episode, we discuss personal finance and investment strategies with Avinash Mehta, a certified investment professional based out of Nagpur, India. As founder of Big Capita, Avinash specializes in advising NRIs and comes with a rich experience in wealth management. Avinash explains the importance of having a clear financial structure and of being aware of one's investment purpose. He also discusses the complexities related to NRIs' investment preferences, which range from real estate enthusiasm to random insurance plan acquisitions. Avinash points out the need for addressing currency risks, geographical switches, and taxation issues, emphasising the significance of knowledge across the globe when it comes to investment strategies. He ends the episode by outlining an ideal portfolio for NRIs. It was a long and engrossing chat, so we'll be releasing it in two parts. Enjoy Part 1!

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