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Episode : 9

E9 - #OneStep Ahead Show ft PV. Subramanyam (Ep3): Key Takeaways for Financial Advisor

May 28, 2025 10 Episodes
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Onestep Ahead show

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#OneStep Ahead Show ft PV. Subramanyam (Ep3): Key Takeaways for Financial Advisor All investors do not hail from a financial background. In fact, most of them get lured into investing due to the things they hear from friends and family. They need a helping hand to make the right investment decisions at the right time. And here’s where advisors come in. Financial advice has a significant impact on a large cluster of people who seek investment guidance. What should they keep in mind? And what should investors seek from them?

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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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Welcome to DSP’s

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