personal finance | Finwise

The Finwise Woman series – In celebration of International Women’s day – 5

Prathiba Girish Financial Freedom, Financial Planning, Finwise Woman, Personal Finance March 6, 2019March 6, 2019financial independence, financial planning, finwise woman, personal finance, personal financial planning, womens day 0 Comment

Our fifth Finwise Woman is a someone who has lived life on her terms, and built financial security for herself through sheer perseverance. Kavita Krishnamurthy is a successful executive, working as a General Manager in a logistics firm, and a mother of one.

Kavita says,

“As a senior executive, and parallelly an independent mother, I have learnt to be cognizant of managing my funds well and conserving my resources optimally. Without any such backing and support for my future, some far sight and advice taught me well to keep my future secure and dependable.

Financial awareness and the right investments have been largely catalytic in helping me manifest these goals. It is indeed a matter of pride to reflect upon how far I have come in life thanks to my prudence and ability to take anything thrown at me and make something worthwhile out of it.

Being on top of your finances is not a choice, it is a compulsion, especially so for us women!”

The Finwise Woman series – In celebration of International Women’s Day – 4

Prathiba Girish Financial Freedom, Financial Planning, Finwise Woman, Personal Finance March 5, 2019March 5, 2019financial independence, financial planning, finwise woman, personal finance, personal financial planning, womens day 0 Comment

Our next story is about another doctor, a scientist from the reputed Tata Memorial Cancer Hospital, Omshree Shetty.

Dr. Omshree says,

“Come to think of it, how many women have access to top class education and circumstances conducive to building a career? Given the opportunity it is important to make the most of it and build a strong and independent financial base. It is a non-negotiable step to be able to have choices in life and exercise them.

Being a professional myself, I am a strong advocate of seeking professional help in areas outside one’s expertise to help one live a fulfilling life.In this era of women empowerment, the true sense of independence that women can enjoy is financial independence and that can be accomplished with careful planning and smart investment. So be wise, invest smartly and live with peace of mind and happiness.”

#finwisewoman #financialindependence #womensday

The Finwise Woman series – In celebration of International Women’s Day – 3

Today’s first Finwise Woman story is about another strong woman, who, in an era of male dominance, has been an inspiration for many other women. She is Dr. Neela Dabir, Dean, School of Vocational Education at the internationally reputed Tata Institute of Social Sciences.

Incidentally, while her spouse is a very successful surgeon in his own right, she is usually the one involved in the finer details of their personal wealth.

Dr. Neela says

“I have always been interested in money matters, and I go the extra mile to keep myself updated with the latest information and trends. In fact, my CA appreciates that I understand the financial matters for both of us. Being on top of things and constantly monitoring the how and why are important to me and give me a lot of peace.

I truly believe that it’s important for financial decisions to be joint, failing which, one must at least be informed of where the money is being spent or invested. Every one learns to cope when forced to, but doing so voluntarily can take away a lot of unwanted stress and mistakes when you can least afford it.It is equally important to hire the right professional who places your interest on top and I have Prathiba and Finwise doing that for me by bringing all our finances together meaningfully and helping us live our dreams, while knowing that our financial future is being secured.”

#finwisewoman #financialindependence #womensday

The Finwise Woman series – In celebration of International Women’s Day – 1

Prathiba Girish Financial Freedom, Financial Planning, Finwise Woman, Personal Finance March 4, 2019March 4, 2019financial independence, financial planning, finwise woman, personal finance 0 Comment

In celebration of International Women’s Day (March 8, 2019), this week, we share stories of some successful women, who over the last few years, started their journey with Finwise and took charge of their financial lives to make it more secure for themselves and their families.

As one of them said, “In this era of women empowerment, the true sense of independence that women can enjoy is financial independence…”

We hope the stories of these women inspire you to take similar actions to free your and families’ financial futures.

The first woman whose story we share today is that of Priyanka Chaturvedi, a successful career professional in a senior role in KPMG India. Priyanka says,

“As a working professional, mother-of-two, I am conscious that although I am financially independent for my needs, the prime ‘bread-winner’ of my home is my spouse. Therefore, while my not being around (read ‘dead’ or ‘incapacitated’) may not have any financial impact on his life, reverse the story and I would be in the deep end of things!

Financial awareness, prudence and planning for myself and my children’s future thus is top priority, almost as important in my list as vaccinating my kids!!

Finwise helped us write our will which opened our eyes to the stark realities of life; we aren’t getting younger and responsibilities will increase in the years to come.

So, while you must enjoy the present and not get too bogged down by 5- or 10-year plans, do prepare for what lies ahead. Children’s education, retirement, major illnesses (God forbid), those world-trips that you want to take when the children fly the nest… A larger home… Everyone has their unique list!!

Prathiba is helping me plan my retirement way ahead of the ‘retiring’ age and that’s helping me sleep better… I am more relaxed now that some of life’s contingencies are planned for!!”

Feel free to share with other successful women that you know who you think are also financially savvy. #FinwiseWoman #WomensDay #financialindependence