The Money Talk: Retirement & Estate Planning For Indian Americans

AN INDIAN AMERICAN’S GUIDE TO SAVVY
INVESTMENT STRATEGIES

Your family’s heritage of beginning anew in a foreign country is a bold move to take pride in—and indeed a legacy you want to continue by investing wisely.
As an Indian American in the US, you may often face challenges pertaining to how to exist in “modern” society while adhering to what may feel like “old-world,” or traditional principles and values. You yearn to exist in both worlds while remaining financially savvy, enjoying a comfortable lifestyle, protecting your family, and investing in their future . . .
Such beginnings were Rajesh Jyotishi’s, a twenty-five year veteran of the financial-services industry. And now in THE MONEY TALK, he has compiled some of the most important lessons to accumulate, protect, and transfer your wealth in the most efficient way while avoiding enormous risks.
“The Money Talk is a very timely and practical guide to retirement planning, specially written for the Indian American community.
Rajesh Jyotishi is master storyteller. He makes such a dry subject as financial planning a joy to read.”
—Jagdish N. Sheth, Kellstadt Professor of Business, Emory University