https://go.smallcase.com/gIQT/s0eq6l8m
-------------------------------------------------------------------------------------------------
✔️ Learn Stock Market in Simple Language: https://link.rachanaranade.com/CourseStore
For any queries drop a WhatsApp message on +91 97635 04342
--------------------------------------------------------------------------------------------------------------
✔️ All Social Media Handles: https://linktr.ee/RachanaRanade
--------------------------------------------------------------------------------------------------------------
Are you tracking expenses but still don’t know your actual financial position? In this video, we explore how wealth management is evolving from simple budgeting to complete wealth tracking using Wealth Office by smallcase. We discuss the 4 pillars of personal portfolio tracking, Asset Allocation, Liabilities & Debt Load, Net Worth, and Financial Goals & Investment Performance, understand how you can build a “portfolio of portfolios,” and see how AI can help explain changes in net worth, improve financial decisions, and provide deeper insights. We also cover data security, privacy concerns, and the risks and limitations of wealth aggregation platforms.
What is covered?
00:00 - Introduction
01:31 - Pillar 1
04:04 - Pillar 2
06:29 - Pillar 3
09:50 - Pillar 4
11:23 - Bonus Point
#CARachanaRanade #ShareMarket #investing