Pooja Bhinde,CFP

Pooja Bhinde,CFP AMFI Registered Mutual Fund Distributor | ARN - 74669 |
CERTIFIED FINANCIAL PLANNER® | Expert on Business channels | Engaged in financial literacy

Deals into holistic financial planning of individual clients,one stop shop for investors dealing into insurance, mutual funds,fixed deposits,health & overseas insurance & estate planning, etc. Goal based financial planning which includes children education, children marriage, retirement planning, etc. Also an expert panel with DD News & Zee Business and appearing on Zee Business on Women Special show "Money Guru"

18/07/2026

🎓 A child's education is not just an expense—it's one of the biggest financial goals for every parent.

The earlier you start planning, the easier it becomes to achieve your child's dreams. A small SIP started today can grow into a significant education fund through the power of compounding, while delaying your investment can increase the monthly burden substantially.

Investment Planning Example
Child is newborn
Need after 18 years
₹1.5 crore
Assuming
12% return
Required SIP
Approximately ₹20,000–22,000/month
Child already 8 years old
Need after 10 years
₹1.5 crore
Required SIP
Approximately ₹65,000–70,000/month
Key Lesson
The delay of just 8 years doubles/ triples the required monthly investment.
Time is more powerful than investment amount.

✅ Start investing early
✅ Increase your SIP every year with Step-Up SIP
✅ Stay ahead of education inflation
✅ Secure your child's future without compromising your own financial goals

A well-planned investment today can help your child achieve tomorrow's dreams with confidence.

— Pooja Bhinde, Certified Financial Planner
AMFI Registered Mutual Fund Distributor

Watch full video🎥 👇
https://youtu.be/i6A6RqPGOHU?si=CjwQ5CusbjLHQvXa

Today I am delighted and deeply honored to share that I have been selected for the Goldman Sachs 10,000 Women program, a...
15/06/2026

Today I am delighted and deeply honored to share that I have been selected for the Goldman Sachs 10,000 Women program, a world-class initiative designed to empower and accelerate women entrepreneurs, in association with the IIM Ahmedabad - OFFICIAL - Indian Institute of Management Ahmedabad (IIMA)

After spending more than a decade in the world of financial planning and investments, helping individuals work towards financial independence and spreading financial literacy through my practice and various business media platforms, this feels like the beginning of an exciting new chapter.

Extremely Excited & a Bit Nervous to be back to college life amidst the entrepreneurial role. The thought of going back to the classroom is both humbling and exhilarating. I look forward to learning, unlearning, challenging my perspectives, and growing alongside an inspiring cohort of women entrepreneurs from across the country.

As someone who strongly believes that growth begins when we step outside our comfort zones, I am excited to embrace this journey with curiosity, purpose, and an open mind & how the faculty here terms is “I am here to become KASH- rich”
( Knowledge, Attitudes ,Skills , Habits )

Grateful for this opportunity and even more grateful for the mentors, colleagues, clients, friends, and family whose support has been instrumental in my journey.
Here’s to continuous learning, meaningful connections, and building a larger impact together !!

Smita Modi Ritu Farsaiya Jade Pais

 

04/06/2026

📊 A successful Model Portfolio is not about picking the "best" investment—it's about finding the right balance.

By strategically allocating investments between Equity for growth and Debt for stability, investors can build a portfolio that aligns with their financial goals and risk profile.

✅ Equity for long-term wealth creation
✅ Debt for capital protection and stability
✅ GOLD for hedge against inflation

The right asset allocation is the key to long-term investment success.

— Pooja Bhinde, Certified Financial Planner
AMFI Registered Mutual Fund Distributor

Watch full video👇🎥
https://youtu.be/z9dsFCpsfSE?si=bLc42Zl120VlzVYA

PortfolioManagement

Grateful to be felicitated by the respected dignitaries of the financial industry, Mr Manoj Kumar ( Executive Director, ...
26/05/2026

Grateful to be felicitated by the respected dignitaries of the financial industry, Mr Manoj Kumar ( Executive Director, SEBI ) & Mr Anil Singhvi ( Managing Editor, Zee Business ) at the Zee Business Wealth Creation Summit 2026

Also a great honor to meet Mr Vijay kumar Vasudev ( Former wing commander, Indian Air Force )

Honoured to share the stage and exchange insights on building a strong model portfolio for long-term wealth creation

Honoured to be part of the Zee Business Wealth Creation Summit 2026 for the second consecutive year, sharing the stage w...
26/05/2026

Honoured to be part of the Zee Business Wealth Creation Summit 2026 for the second consecutive year, sharing the stage with esteemed industry stalwarts & moderated by

Grateful to share insights on building a strong and sustainable model portfolio in today’s evolving market landscape.

Thank you Zee Business for this incredible platform and engaging discussions on wealth creation. ✨

20/05/2026

💰 The Power of SIP – Build Your Future Smartly!

In today’s fast-changing world, simply saving money is not enough. Inflation keeps increasing, and if your money isn’t growing, your future goals can become harder to achieve. 📈

SIP (Systematic Investment Plan) is one of the smartest ways to create long-term wealth. By investing a small amount regularly, you can develop financial discipline, benefit from compounding, and gradually build a secure future without taking huge financial pressure at once.

Whether your dream is buying a home, traveling the world, securing your family’s future, or achieving financial freedom — the right investment habits today can make all the difference tomorrow. 🚀

✨ Don’t wait for the perfect time to invest. Start small, stay consistent, and let your money grow over time.

— Pooja bhinde, certified financial planner
AMFI Registered Mutual fund Distributor
ARN - 74669

Watch full video👇🎥
https://m.youtube.com/live/EQdR_f1pZLU?si=-fzAgg8bVP2hBEZK&fbclid=PAZnRzaAR5MwNleHRuA2FlbQIxMQBzcnRjBmFwcF9pZA8xMjQwMjQ1NzQyODc0MTQAAaeA7PcyAC-j6BmGEI6ZOxKModRP34qp1cYdvR0OverfjTdsZBBfIGagVQ82xQ_aem_8GQErOeEbKpZ9kaJaUQF3A

20/05/2026

💰 The Power of SIP – Build Your Future Smartly!

In today’s fast-changing world, simply saving money is not enough. Inflation keeps increasing, and if your money isn’t growing, your future goals can become harder to achieve. 📈

SIP (Systematic Investment Plan) is one of the smartest ways to create long-term wealth. By investing a small amount regularly, you can develop financial discipline, benefit from compounding, and gradually build a secure future without taking huge financial pressure at once.

Whether your dream is buying a home, traveling the world, securing your family’s future, or achieving financial freedom — the right investment habits today can make all the difference tomorrow. 🚀

✨ Don’t wait for the perfect time to invest. Start small, stay consistent, and let your money grow over time.

— Pooja bhinde, certified financial planner
AMFI Registered Mutual fund Distributor
ARN - 74669


Watch full video👇🎥
https://m.youtube.com/live/EQdR_f1pZLU?si=-fzAgg8bVP2hBEZK&fbclid=PAZnRzaAR5MwNleHRuA2FlbQIxMQBzcnRjBmFwcF9pZA8xMjQwMjQ1NzQyODc0MTQAAaeA7PcyAC-j6BmGEI6ZOxKModRP34qp1cYdvR0OverfjTdsZBBfIGagVQ82xQ_aem_8GQErOeEbKpZ9kaJaUQF3A

15/05/2026

1. Reduce Petrol & Diesel Usage
• Use public transport, carpooling, and work-from-home where possible
• Promote electric vehicles and rail transport
• This can reduce fuel imports and control rising fuel costs
2. Avoid Buying Gold for 1 Year
• India imports a large amount of gold every year
• Gold imports increase pressure on foreign currency reserves
• Reducing gold purchases can help strengthen the economy and reduce inflation pressure
3. Reduce International Travel
• Foreign tours lead to high spending in dollars and other foreign currencies
• Citizens were encouraged to limit unnecessary foreign vacations for some time
• This helps save foreign exchange reserves
4. Promote Domestic Tourism
• Prefer traveling within India instead of going abroad
• Money stays within the country and supports local businesses
• Boosts India’s tourism and hospitality sectors
5. Reduce Consumption of Edible Oil
• India imports a large quantity of cooking oil
• Using less oil is good for both health and the economy
• Lower oil imports can reduce the country’s import burden

“If even one family starts making these small changes, the combined effort of millions of homes can create a big positive impact on the entire nation.”

— Pooja bhinde, certified financial planner
AMFI Registered Mutual fund Distributor
ARN - 74669

Watch full video👇🎥
https://youtube.com/live/Ee98U4JqoNo?feature=share

# indiafirst

08/05/2026

✨ GOLD INVESTING JUST GOT AN UPGRADE ✨
India has officially launched EGRs – Electronic Gold Receipts

A new SEBI-regulated way to own gold digitally, trade it on exchange & even convert it into physical gold when needed.
Here’s the crisp breakdown 👇
▪️ What is EGR?
Electronic Gold Receipts are digital securities backed 1:1 by actual physical gold stored in SEBI-approved vaults.
▪️ Launched by NSE
NSE recently launched the EGR segment to formalise & modernise India’s gold market
▪️ Stored safely
No locker worries, no theft risk, no making charges. Gold stays in regulated vaults.
▪️ Purity assured
Backed by standardized 995/999 purity gold.
▪️ Trade like stocks
Can be bought/sold through demat & exchange platform just like equities.
▪️ Convertible to physical gold
You can surrender EGRs & take physical delivery of gold
▪️ More transparent pricing
Exchange-based price discovery = better transparency & liquidity

EGR vs Physical Gold vs Gold ETF
🔸 Physical Gold
✔ Emotional value & jewellery use
❌ Making charges
❌ Storage risk
❌ Purity concerns

🔸 Gold ETF
✔ Easy investing via markets
✔ Highly liquid
❌ You don’t directly own identifiable physical gold
❌ Expense ratio involved
🔸 EGR (Electronic Gold Receipt)
✔ Direct ownership backed by physical gold
✔ SEBI regulated
✔ Assured purity
✔ Tradable on exchange
✔ Convertible to physical gold
✔ No storage hassle

📌 Think of EGR as the bridge between traditional gold ownership & modern financial investing.
India’s centuries-old love for gold is finally going digital… the regulated way ✨

Pooja Bhinde | AMFI Registered Mutual fund distributor | ARN - 74668

Address

33, Munshi Estate, S. L Road, Mulund/W
Mumbai
400080

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