CFA SOCIETY OF INDIA

Goal Based Financial Planning

The CFA Society is a Global organisation that ensures proper financial education and ethical relations between professionals in the financial field and clients or laymen. In 2017, CFA Society Asia decided to produce a series of 4 videos on Investor Education - where each of the four countries: India, Pakistan, Bangladesh and Sri Lanka picked a specific topic and created a video on that. We were chosen to conceptualise and create the India Video.


What you're watching is a fun take on understanding how proper 'Goal Based Financial Planning' could help you when you're seemingly 'lost in the murky world of finance and investments'. Starring in this video are CFA Society members Hansi Mehrotra and Akshay Mittal.

Credits
  • Design Studio: :Bombay Design House
  • Direction:Rituparna Sarkar
  • Assistant Director:Hitesh Jadhwani
  • Script:Riju Dasgupta, Rituparna Sarkar
  • Actors:Hansi Mehrotra, Akshay Mittal
  • DOP :Siddharth Sreenivasan
  • Assistant DOP:Presley Oscar D’souza
  • Line Producer:Prithviraj Prabhakar
  • Art:Anil Kumar Sahu
  • Edits:Hitesh Jadhwani
  • Graphics:Rituparna Sarkar, Pritam Kumar
  • Sound Design:Varun Gathani
  • Year:2017
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