Shweta Jain – Shweta is a Certified Financial Planner with over 15 years of experience across financial planning and research.
With a passion for financial literacy, she has delivered over 1000 financial awareness programs for over 35000 individuals across companies like Google, HP, JP Morgan, and Visa; and has also conducted sessions on behalf of the Securities & Exchange Board of India (SEBI).
Shweta has done courses on behavioural finance and wealth management from IIM-A and IIM-B. She is a frequent contributor on www.moneycontrol.com, and is often quoted in print (Economic Times, Mint, Outlook Money) and a regular face on television (Zee Business).
She is the Founder, CEO of Investography Pvt Ltd.
She lives in Bengaluru with her eight year old son Ishaan and husband Puneeth.
You can reach out to her directly on [email protected]
Tell us about yourself, your background and what you do currently
I am a Certified Financial Planner. I have been in the personal finance industry for 15+ years now. I started Investography (www.investography.in) a year ago to help people understand money and have a better relationship with it. We want to empower people to make better money decisions, we want people to tell their money what to do, what brings happiness to them. We have offices in 3 cities- Bangalore, Mumbai and Ahmedabad. We work with individuals, groups, educational institutes and companies.
I live in Bangalore, married, and a have a son who is 8 and an absolute delight.
Tell us about any current projects or initiatives you wish to promote
I have also written a book which is called “My conversations with money” and is available online and at major bookstores. It can be bought here:
This is a book I believe everyone should read- right from someone who is 12 years old to someone who is 60. This is for men and women alike. This is for novice investors but also has something for people who have been investing for a while too.
What has been your biggest challenge in achieving your success?
I don’t believe I am a success yet. I think the day I have made a difference to people’s lives and they are able to live better, I would believe I am a success. The challenges are many- right from getting the right people to work with to regulation. I think the biggest challenge though is people’s mindsets, that they don’t need to learn about managing money. They think it comes or atleast should come naturally- it doesn’t and managing money is harder than it looks; especially if one would like money to work for them.
What has been your greatest achievement personally?
I think both- Starting Investography (www.investography.in) and writing my book- My conversations with money are my best moments to date. They come with their set of challenges, but its something that I look forward to building on, every single day.
If you weren’t doing what you do now, what would you be doing?
I would probably be writing and teaching people- one thing or another. I have realised I do what I do, because that in itself is a reward. I do things because they give me immense satisfaction, the process of continuous learning is another thing that I enjoy. My profession also demands that I read voraciously and that is something that I enjoy, so this helps too.
Who has been your biggest inspiration?
I find inspiration in everyone and everything. I don’t hold one role model; but learn the best from people. I particularly like 2 kinds of people- one who have come up from nothing and second, who have built one what their legacy was, creating a separate identity for themselves.
What does the future hold for you?
Good things I hope 🙂
I look forward to doing the thing that I love, in more cities, for more people and in more fun and creative ways. I hope to read more and write more. I hope I help people lead a richer life.
