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E2 - #OneStep Ahead Show feat Amit Bivalkar: Investment Secrets of the Wealthy

May 27, 2025 10 Episodes
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Onestep Ahead show

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#OneStep Ahead Show feat Amit Bivalkar: Investment Secrets of the Wealthy In the #OneStep Ahead Talk Show, Mr. Amit Bivalkar, MD and CEO of Sapient Wealth Advisors, and Ms. Sumana Datta, Head of Financial Wellness at DSP Asset Managers Pvt Ltd., talk about how the wealthy invest their money and the questions that the growing number of millennial investors have. With various investment avenues like start-ups, cryptocurrencies, and NFTs, young millennial investors might wonder where to invest their money and how to generate wealth. Having vast experience in wealth management, Mr. Amit shares with the viewers the importance of goal planning, self-discipline, and asset allocation. This audio can help young millennial investors learn how ultra-high net worth individuals approach investing.

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Hosted by

Sumana

Sumana,

Sumana Datta leads the Financial Wellness Program for DSP, aiming to create thousands of better investors across India through her workshops. A true Sagittarian, she is a free spirit who loves to wander, a fitness freak and a dedicated plant parent. She enjoys interacting with people and loves public speaking and conversations. Being an avid traveler, she believes “The journey of a thousand miles begins with a single step”.

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