No matter where you are with money, this episode is for you.

In this episode, Shantanu’s college best friend Anuj takes us through his journey - from the pressures of corporate banking and quarterly targets to building My Fundbox, a financial services platform helping people like us manage, invest, and grow our money smarter.

Along the way, he’s experienced all the highs and lows, cleared the mutual fund distribution exam, and is now empowering people to take control of their finances.

On the pod, they talk about corporate fraud, credit card traps, insurance, and how My Fund Box is solving real problems in financial services. Plus, Anuj shares his own and his 7-year-old Adwik’s personal experience with content creation, passive income as social media influencers, and what money really means in life to them.

What’s the biggest financial lesson you’ve learned so far? Share it in the comments!

Navigate your way through these chapters:

00:00:00 Coming Up

00:01:46 Anuj’s Early Career

00:15:42 How My Fundbox Started

00:18:11 The Dark Side of Banks

00:22:05 Investments & Insurance Truths

00:28:28 How to manage Credit Cards & Debts

00:48:25 Life Lessons & My Fundbox Vision

01:07:55 Finance Advisory, MFDs & NFOs

01:13:44 Adwik’s Fitness & Social Media Journey

01:31:04 Anuj’s Social Media Story

01:36:45 Building Passive Income

01:54:24 Banter with Adwik & Closing Thoughts