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Tarraki Corner  Yours Financially: A ction on personal nance with a lmy tadka

Yours Financially: A ction on personal nance with a lmy

tadka
Mumbai-based RIA Kalpesh Ashar of Full Circle Financial Planners and Advisors uses Bollywood like
storytelling to share the lessons he learnt across market cycles in his book.

Nishant Patnaik Oct 10, 2017

  

Ab market ke utar-chadha…

Who says nance is a dry subject? Many advisors have been increasingly using the art of
storytelling to dejargonise nancial concepts.

The most recent example is ‘Yours Financially’, a book by Mumbai-based RIA Kalpesh Ashar,
who has used a cinematic treatment to describe nancial concepts and make it a compelling
read.
 Kalpesh’s book is an ode to the two passions of his life - nance and lms. The book follows the
lives of two young couples   across two decades; the   challenges they face and how they POLL MORE POLLS
approach these problems forms the backdrop of the story.
How will scheme
Sharing how the book came into being, Kalpesh says, “I was always creatively inclined. I met a consolidation help the
publisher at an event once. We started talking about how it would be if there was a story that industry?
could impart nance lessons. The publisher loved the idea and insisted I send him a draft. And
Will simplify things
‘Yours nancially’ was born.”
Will have no impact
The story spans across two decades, which starts in early 1990 and ends in 2010. While the two Will increases confusion due to
couples face similar situations, the difference lies in their response to these external events.
mergers
When asked why he chose this time period, Kalpesh says, “This period covers market cycles i.e.
from the global market boom to the 2008 market crash; many of the sections in my story have
been inspired by real life events.”

Talking about his book, Kalpesh said, “The book dwells on many pleasant and unpleasant
EVENTS FORUMS
situations many of us encounter in our life for which neither are we  prepared nor  aware of their
consequences.”

He further says, “I feel that one of the biggest mistakes investors make is not including their
spouse in their nancial decisions. I have seen families which have suffered nancial problems
after the death of the investor. The book will help investors avoid some common mistakes they
do.”

The underlying theme of the book is to make people realize the importance of nancial
planning. “First an investor must be aware of his nancial condition. He should accept the state
of his affairs. That is, he should admit that if ‘X’ is his income, he could only afford to do ‘Y’.
Once the investor accepts the reality of his situation, he can work to improve his nancial
situation,” explains Kalpesh.

Kalpesh feels that the book is best suited for young professionals or newly married couples.

When asked to describe his book in one sentence, he says, “The book is the injection of personal
nance in the syringe of Bollywood.”

Kalpesh Ashar is the Certi ed Financial Planner and the founder of Full Circle Financial Planners
and Advisors.

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