Master the Art of Asset Allocation for Financial Success with

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  • Опубликовано: 22 окт 2024

Комментарии • 64

  • @shankarnath
    @shankarnath Год назад +98

    Thank you Aastha and Team Yadnya Investment Academy for having me on your channel. I really enjoyed our interaction .. some tough questions :) .. but hopefully was able to impart some value to all viewers. Can't wait to watch more videos from this series, wishing you the best!

    • @ramyasri6093
      @ramyasri6093 Год назад +2

      amazing session sir... Till now i did not give much thought to much debt in my portfolio.. i will think about it as you said

    • @PankajPoddar
      @PankajPoddar Год назад +3

      Shankar: you are the most authentic, honest, and loving person in this domain. A lot of respect for you.

    • @rajatdas7003
      @rajatdas7003 Год назад +1

      Guru ji 🙏❤

    • @rajivkapur5144
      @rajivkapur5144 Год назад

      ​@@ramyasri6093❤qqA❤

    • @Vaishali-m5v
      @Vaishali-m5v 11 месяцев назад

      THANK YOU SO MUCH FOR YOUR TIME 😊

  • @PankajPoddar
    @PankajPoddar Год назад +13

    Shankar is the most authentic, honest, and loving person in this domain. A lot of respect for him.

  • @mitulsat
    @mitulsat Год назад +13

    Wow this is a great collaboration!
    Wish to see Parimal Sir and Shankar Sir on another such forum.

  • @Humbleinvestor60410
    @Humbleinvestor60410 Год назад +5

    Amazing session, Shankar sir is always a treat to watch and his philosophies are always worth its weight in gold.
    Thank you Aastha maam (team Yadnya) and Shankar sir for an insightful session.

  • @manumathur1323
    @manumathur1323 11 месяцев назад

    Very useful video.... Mr. Shankarnath is very impressive.

  • @amolmali3583
    @amolmali3583 4 месяца назад

    Very informative video. Must watch for everyone who is either beginner or intermediate in investing. Thanks

  • @The_Rock111
    @The_Rock111 9 месяцев назад +1

    Selecting a good business and doing allocation in right proportion is equally important. Could u please make a detail video on asset allocation. ? I mean how much in finance, Speciality chemicals, IT and Pharma sector.

  • @Jaishikshavaani
    @Jaishikshavaani Год назад

    Lots of learning outcomes..... thanks a lot 🙏

  • @ecomincome2701
    @ecomincome2701 Год назад

    We are greatfull that we have yadnya academy that provides real valuable knowledge and guidance .. Thankyou yadnya team

  • @dramanraza7037
    @dramanraza7037 Год назад

    Such a humble person❤
    Return is the slave of earning….. this line reminds me of Parimal sir

  • @bharatdedhia5555
    @bharatdedhia5555 Год назад

    Fantastic talk on investing Journey with lots of clarity on Asset Allocation. Maybe something similar for diff age groups & people at 55 years and above ( near retirement or just retired or at 65 years) , can be done with more elaborate way . Thanks

  • @harjeetkhurana964
    @harjeetkhurana964 Год назад +1

    Wow..
    This is really educative and interesting..
    Talks like this are like a learning, like a revision and make you look at your portfolio and your investing methodologies with a different perspective…
    Really wonderful..
    Great job Aastha and Mr Shanker Nath

  • @nikhilpilane42
    @nikhilpilane42 Год назад

    Great video

  • @sumitaggarwal7568
    @sumitaggarwal7568 Год назад

    Excellent, simple and direct guidance...

  • @aniketraje4430
    @aniketraje4430 Год назад +1

    Great collaboration. New perspective is always good. Keep it up

  • @paragvaishampayan9501
    @paragvaishampayan9501 Год назад

    Really appreciable Shankar Ji...❤

  • @saurabhupreti2171
    @saurabhupreti2171 Год назад

    Very insightful ! Great collaboration.

  • @orebabaalibaba
    @orebabaalibaba Год назад

    Wow, thank you Sir, thank you Mam

  • @lovelyarora1415
    @lovelyarora1415 Год назад

    Excellent 🎉

  • @renusoni8058
    @renusoni8058 Год назад

    Excellent Good topics.keep. It up

  • @simantabhattacharya1578
    @simantabhattacharya1578 Год назад

    Too good. Got to learn something new. Thank you Shankar sir.

  • @YuvrajSingh-tf9em
    @YuvrajSingh-tf9em Год назад

    Valuable and Excellent ma'am!

  • @sanjaychiplunkar4805
    @sanjaychiplunkar4805 Год назад

    great interview

  • @nimeshkadam7658
    @nimeshkadam7658 Год назад

    thanks you, yadnya and asta today I learn lots of thing

  • @manishsingladoc1
    @manishsingladoc1 Год назад +1

    Excellent video Sir.
    Kindly explain more on how asset allocation can help in increasing returns (rather than keeping 100 % into equity MFs).
    As per my understanding, it involves timing the markets, chances of which turning out successful, are very less.

    • @shankarnath
      @shankarnath Год назад

      Most welcome. Please watch the video on Asset Allocation on my RUclips channel. I'm sure you'll find that helpful

    • @thiyagarajanraji6719
      @thiyagarajanraji6719 Год назад +1

      Asset allocation not for increasing returns, for good and stable returns I think

  • @AnilSharma-ry7hc
    @AnilSharma-ry7hc Год назад +1

    Continue this kind of session as Master class

  • @thiyagarajanraji6719
    @thiyagarajanraji6719 Год назад

    Very good conversations, keep going 👏

  • @rishavborah9647
    @rishavborah9647 Год назад

    Excellent..great learnings...

  • @arshdeepkalra4212
    @arshdeepkalra4212 Год назад

    Excellent

  • @manishsingladoc1
    @manishsingladoc1 Год назад +1

    Very enlightening video Sir.
    Have you been able to generate alpha over active MFs in small cap category by doing it through stocks DIY

  • @nileshmakwana1810
    @nileshmakwana1810 Год назад

    Good collab and great learning. 👌🏻

  • @SunnyGupta-lk7nt
    @SunnyGupta-lk7nt Год назад

    Very good explanation. Thanks. How do you manage the risk of default or financial shenanigans in small caps that you analyze yourself? What is the risk due to not knowing what's not easy to find about small companies due to lack of coverage? Is there a minimum size of small cap companies that you select to minimise such risk?

  • @AjayKumarSharma-ic4un
    @AjayKumarSharma-ic4un Год назад

    Good work as Always by Yadnya , thanks, ... but 100 - age = should be in equity means Mr. Warren Buffett should keep only 4% in equity and nearly zero for Charlie Munger sir also SGB are just like AT1 bonds, and just like equity it is not Gold investment, Gold investment should be hard gold only then we have different asset ha ha hha ha ha

  • @loknathp9952
    @loknathp9952 Год назад

    Hi Sir.
    Happy evening !
    I am 35 years old. After spending lot of time, I have decided my base asset allocation. Please check and share your views. Also let me know as per this allocation what my risk profile looks like?
    (conservative, moderately conservative, moderate, moderately aggressive, or aggressive) ?
    1. Equity Mutual funds - 60% (Consists of Large cap - 55%, Midcap -30% & Small Cap -15%)
    2. Small Case - 15% (Special situations invests in small cap stocks)
    3. Debt Funds - 25% (Provident Fund).
    Thanks in advance.

  • @Onlynatures
    @Onlynatures Год назад

    Valuable knowledge

  • @sanjaykaila4073
    @sanjaykaila4073 Год назад

    Good topic Astha ..great work

  • @shadowman3788
    @shadowman3788 Год назад

    To invest in gold
    Should we choose SGB OR ETF ?

  • @upasanadas498
    @upasanadas498 Год назад

    excellent session! keep up the good work :-)

  • @georgenellakath6344
    @georgenellakath6344 9 месяцев назад

    👏👏👏

  • @VGAKarnataka
    @VGAKarnataka Год назад

    As this session was conducted by Yadnya, instead of Astha, it must be be from Only Mr. Parimal Ade sir, it would be The Best combination of Mr. Shankar Nath Sir and Mr. Parimal Ade, next time do it Team Yadnya so that for sure shot the video will be watched more and also most insightful...
    Anyway a good Job...

  • @sanu588amit
    @sanu588amit Год назад

    International fund LTCG not applicable any idea how to invest International fund to avoid STCG

  • @devendrasinghrathore1225
    @devendrasinghrathore1225 Год назад

    Around 18 min, Shankar sir talked about catch in SGB , can we have detailed on that?

    • @shankarnath
      @shankarnath Год назад +1

      SGBs are derivative instruments i.e. they are not backed by actual gold. The government simply uses the price of gold as a benchmark here. I have a video on gold coming up next week. Hope that helps

  • @ganapatimahale4040
    @ganapatimahale4040 Год назад

    👌🙏🙏🙏🙏

  • @pralaysangma8019
    @pralaysangma8019 Год назад

    Most under rated asset allocation has to be insurance followed by emergency funds.

    • @modellocomotiveworks2215
      @modellocomotiveworks2215 2 месяца назад

      These are not investments
      And these should be done before starting your investments

  • @sanjaykaila4073
    @sanjaykaila4073 Год назад

    Astha,: please invite more and more good invester for investing learning and ideas. You can invite Pankaj Kamara, Pankaj Jain, Vijay kediya and Sunil Mingalani etc

  • @vijayghadge1286
    @vijayghadge1286 Год назад

    🙏👍

  • @subbubhel2006
    @subbubhel2006 Год назад

  • @Everevolvingguy
    @Everevolvingguy Год назад

    Still you people are talking about physical gold. In rural areas too people are taking SGB's. Have something better to discuss.

  • @AjayKumar-ts8ts
    @AjayKumar-ts8ts 5 месяцев назад

    Hindi mein bata do yaar😂😂😂
    Mai to ja raha hu.

  • @RSJankariCenter
    @RSJankariCenter 10 месяцев назад

    Sir aap logo ki wajay se Hindi samjhane wale kog investment me nahi aa pate hai. Kripya hindi me bataya kijiye adhi hindi aur adhi English me lecture dete ho aap kog .
    Iske wajay se samjh me nahi aata hai
    Indian aadami ko invester banana hai to hindi me bhi baat karna hoga

  • @Rockie_Vzg
    @Rockie_Vzg Год назад

    No hindi..😡🤬🤬

  • @akashkumar3924
    @akashkumar3924 Год назад

    What kind of people hold emotions for gold 😂. It’s a mere an asset to show off 😂

  • @udai4k
    @udai4k Год назад

    great content, probably no one talks so genuine with ones self relatable numbers , thank you @Shankarnath @ Aastha Kurana @ Invest Yagna

  • @nature_lover1969
    @nature_lover1969 Год назад

    Excellent 👍