In this episode of The Dollar Diaries, the hosts welcome Akshay Iyer, a Private Wealth Advisor at Sarwa, a Mubadala-backed wealth management firm. The conversation delves into the importance of starting one's investment journey, particularly for young investors, and highlights Sarwa's commitment to providing Sharia-compliant investment options. Akshay emphasizes the significance of having a solid personal finance foundation before diving into investments, discussing the challenges many face when trying to begin their financial journey.
Throughout the episode, Akshay shares his personal experiences with outdoor activities and how they parallel the investment landscape, illustrating the need for community and support in both realms. The discussion also touches on the evolution of investment platforms in the UAE, with Sarwa leading the way in democratizing access to various asset classes, including cryptocurrencies and commodities. Akshay highlights the importance of education in investing, noting that informed investors tend to have smoother investment journeys.
As the conversation progresses, Akshay outlines Sarwa's vision of becoming an all-in-one personal finance platform, catering to diverse investor needs. He discusses the balance between passive and active investing strategies and the role of technology in enhancing the investment experience. The episode concludes with insights into the future of investing, including the potential for AI-driven tools and the importance of long-term investment strategies, making it a valuable listen for anyone interested in personal finance and wealth management.
Meet the Team:
A dynamic mix of personalities and expertise, each bringing unique energy to the table. Abubakr Sajith, the unofficial leader (even if he didn’t ask for it), keeps things running smoothly with his finance, IT, and entrepreneurial background. Gazala Parkar, the PR pro, is the team’s caring yet no-nonsense mother figure, while Guhaesh Subramanian, the ever-networking master's student, plays the carefree uncle. Anas Memon is the resident numbers guy deep in finance, MA, and private equity. At the same time, Aditya Poddar, with his love-hate relationship with his 9-to-5, embraces his role as the team’s laid-back producer. Eiman Ansari, the cybersecurity expert, provides comedic relief when she shows up alongside Liz Ann D’Souza, the creative force with a film and content creation background. And then there’s Zainab Netterwala, the IT and computer science whiz, who takes on the role of the little sister in this eclectic, ever-evolving crew.
Connect with Us! 🌐
📬 Join Our Community!
Subscribe to our Newsletter: https://thedollardiaries.media/
Join us weekly as we explore how to make, manage, and multiply your money! 🎧💵 Let's make those dirhams dance! 💃🕺