What Are We Worried About? | Sankaran Naren | IFA Galaxy 2025 - Vision 2035
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- Опубликовано: 9 фев 2025
- 🎤 What Are We Worried About? - A thought-provoking session by Mr. Sankaran Naren, ED & CIO, ICICI Prudential Mutual Fund, at IFA Galaxy 2025.
📌 About IFA Galaxy:
IFA GALAXY is a leading industry body for Mutual Fund Distributors (MFDs), established in Chennai on September 8, 2010. It unites MFDs across India, helping them serve investors effectively while adhering to SEBI’s investor protection norms. Over the years, IFA GALAXY has expanded nationwide, fostering collaboration, education, and growth within the financial advisory community. Today, it boasts an active online network of 10,500+ IFAs.
IFA Galaxy Summit 2025 | Vision 2035 financial planning | Sankaran Naren ICICI Prudential | market risks 2025 | investment opportunities 2035 | mutual fund trends | financial advisory excellence |economic challenges India | wealth management strategies | regulatory compliance finance | economic forecast | wealth management | stock market insights
#Vision2035 #FinancialMarkets #SankaranNaren #ICICIPruMF #IFA2025 #InvestmentStrategy #WealthManagement #EconomicOutlook #FinancialAdvisory #ElevateEducateExcel
at 17:18 this line which he spoke is edited out in this video "We don't have our schemes open. I believe that this is not even a time to invest in SIPs in small and midcap.
But I'm not able to convince my sales colleagues. So I tried my best to do that, but failed miserably. But I believe this is a time to actually even stop small and midcap SIPs at this point of time because they're so overvalued at this point of time. But I'm not able to convince my sales colleagues. That is where we are."
This man is a great man. A true Indian warren buffett. Not only does he manage the largest AUM in India, he has the rare courage of speaking the truth for the benefit of investors at large and not just glib talk to sell his products. As long as he runs ICICI Pru MF, I will invest in them.
Its an edited video, the original one was for about 27 or 30 mins. Every section has been edited.
When we edit and post, its equivalent to No transparancy. Are these the ethos of the IFA Galaxy association and you are Ok with your clients and viewers to have distorted / skewed / self guided view?
From next year, you may ask some AI developer to work and post what you want to post.
Well said. The original speech was an unfiltered view. Doesn't matter if he's right or wrong, he should be allowed to give his view. Luckily, his last speech's complete transcript is online. This video was a pretty important one, at least for me, in terms of judging valuations and market sentiment.
What is in this vdo is worth to take decision
@@sachindivakar632 well if you’re asking me, Mr. S. Naren is one of the most successful contra investors. He’s usually quite conservative in his views, so it gives you a fair idea of valuations. You can then compare your personal views with him, to see how much you align and you can take final decisions based on what you feel is valued fairly or tweak your asset allocation.
@@ShashankRainado u believe meltdown is small and mid cap is going to happen soon ? It is already down .
@@asifibrahim4746~15% is a blip. Maybe after a 50% drop valuations will be reasonable.
Upload the unedited version...cant fool public everytime
Where we get full
Not available. The transcript is available on twitter X
@ plz share link
IFA u lost respect, now trying to gain it back!
IFA was instructed to do so
So there will meltdown in mid and small cap
@@sachindivakar632 Who instructed it to do so?
IFA Galaxy, your credibility has taken a huge hit with first taking-down Naren's video and now putting up a heavily edited video.
Poor show!!!
Very poor decision to edit the full talk. S Naren should refrain from attending this summit in future. He is much bigger than this event.
All the pioneer investors should reject to come here for presentation. What's the point of watching these videos if they're gonna be edited as per the propaganda you guys want to feed
Poor Ethical Standards. Please upload the unedited version.
Such manipulation is highly uncalled for.
Retail investors should have the right to access uncensored views.
IFA u lost respect, Why the hell was it removed? Fooling retail investors with new products everyday
i dont get it.. mid caps and small caps ARE over valued, by edititng it out u r trapping gullible retail investors. someone should ask the ifa people what lead them to this decission. this is where one should click on the Thumbs down
Har*mi chahta hai ki sara paisa uske through invest karo
Portfolio manager are clearly promoting large caps and defaming dmall and mid caps which is why small and midcaps are falling.😢
Stop SIPs in Mid Cap and Small Cap funds, if the SIP started couple of years back. Take out all the money and start investing in Large Cap, Flexi Cap funds.
I think you are suggesting exactly opposite to what retail should do . Small and Large are for your long term goals and it's good time to accumulate more .
Highly appreciated. Mr Naren is among those rare fund managers who also has the interests of investors at heart. This daring and frank admission has already created ripples among fund houses and rightfully so.
most awaited talk. Why the hell was it removed? Fooling retail investors with new products everyday ! Thieves of AMCs
hats off to his honesty !
Always a pleasure to listen to Naren Sir. Very insightful and very pragmatic advice. Thank you so much❤❤❤
Great wisdom. Timely. Thank you.
Crossed 9 years in value discovery... another 11 to go
Also are you increasing it yearly ?
Post unedited video please
Huge respect for honesty !!!
India does have some people with spine left
Naren & Rajiv Thakkar are the only two fund managers to retain sanity at all times. Fortunate we have these two ethically upright gentlemen
Thank you Mr. Narain. Noted the point and will action on smallcap in my portfolio
Thank you for this. Really appreciated. They have managed to delete the video but since it was widely circulated like a wild fire, thought to counter instead of wiping out entire video. So be ready lots of front runner will be deployed to maake the effect of this video null and void.
Key take away for me
Stop SIPs in Mid Cap and Small Cap funds, if the SIP started couple of years back. Take out all the money and start investing in Large Cap, Flexi Cap funds.
As someone who has spent 12 years in the Indian equity markets, both with sell and buyside, I completely agree with him. People who have piled on small caps of questionable underlying business fundamentals, ware like to have it rough over the next few years.
To sensor a top stalwart of fund management industry … coz it effects your AUM gathering? …wonder how much of this keeps happening! And then retail is expected to trust advisors/ distributors ? Pls be better than the insurance agents!
Why removed the important part?
What was that?
what was removed
Mid cap small cap not worth doing sip next 10 years. He can be wrong also.
Absolute privilege to hear candid views by expert Shanker Naren
Pathetic to see the original video deleted and later uploaded after removing safely all those key terms n words that shouldn't reach the investors
What actually happened can anyone explain briefly
He made sharp remarks on crazy valuations of small and mid cap which was not taken well by his peers. The orginal video was taken down. Situation is grim.
Shameful conduct to edit out such pearls of wisdom. If you cant handle simple truth, how will you honestly address clients.
It has all the important points he shared...
Going forward I would not watch videos from IFA Galaxy. Useless channel.
Uploaded edited video
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I'm 37 and have been looking for ways to be successful, please how??
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She's a licensed broker here in the states.
I agree with most of his points
ICICI has expensive mutual funds, nobody invest with them, that’s why he is worried 😂
this guy is the reason makets are falling :D
Yeh video delete kr di gayi thi kya
👍👍
Superb and practical advice for small investor's.
Because of people like IFA, our previous generations did not trust in equity an remained away from wealth. Removing Mr Naren's truth bombs from previous video and reuploading a milder version does not make us retailers fools. Do you think you can hide the harsh realities by deleting little videos? It anyway happened in DMK's Chennai so what more can be expected?
IFA .. shame on you for editing out the most important parts
Pessimist sounds smart but it is only optimists who makes money.. stop listening to such thugs
This is an edited video, carefully removed the thought provoking bits!
The distributors are selling mid cap small cap funds. They seem to have rejected Narens advice.
What is the point of uploading a video in which the Truth is edited out??
Defrauding the investors is plainly
unprofessional, unethical and unacceptable.
Good to see his video back
5:09 bro said dont think about past 10 years and saying what happened past.
He is scammer, whole fund management is PR game. It's not about stock picking
1. He ignored the growth, PEG would be a better metric than P/E (forward or TTM).
2. He is telling the retail to time the Small and Midcap Space.
3. He made a self fulfilling prophecy by telling retail to stop/redeem SIPs in Small and Midcap. Quite briliant marketing I must say!
You are going to teach Naren, one of the most brilliant and honest fund managers ? All the best bozo !
@@anandrangachari3219 many people are great because they know how to do great scams. Mutual fund industry is all about PRs not about stock picking. He is number Har**mi whatever he said was pure marketing of his own recently launched funds.
IFA Galaxy. You guys are biased. Why do you publish videos when you can bear the comments from industry veterans. Did you watch to hear the common statements which are in your favor always.
Naren is an absolute GOAT
When negative in market, everybody is bearish. Nobody knows, even Buffett was also unable to catch USA bull Run. Frnds simply do SIP for long run
Upload unedited video
Good information
Deleted important messages like one point that risk lies with investors not mutual funds.
SIP is not going to generate alpha at least for a while. Meanwhile distributors will keep mis-selling crappy products to investors.
Once a thief always a thief... #IFA
Mutual fund is all about PR and marketing. They want all the money and then they want right to give it whomever they like. Scammer talking total market.
Another 7 years in Small cap... another 8 to go
Mutual Fund is all about PRs not about investing skills. This guy is scammer, he want all the money flow in his schemes , most of the funds he launched in recent times is multi asset allocation that's why he is advising same. And reason of it is redemption, je wants to handle redemptions.
Anyone has got slides?
He is talking scams, he himself is a scammer. He is worried about redemption that's why he prefers large cap.
Why they edited it??
He made sharp remarks on crazy valuations of small and mid cap which was not taken well by his peers. The orginal video was taken down. Situation is grim.
Quite simple, He was fear mongering that’s why it’s removed.
Lol being honest is fear mongering.
Not fear mongering.. He is a cautious investor who believes in risk adjusted returns and not merely returns.. Gem of fund managers lile Naren are only appreciated ehen shit hits the ceiling..
@@antoinedoinelswaroop He is not getting the desired inflows in his value discovery, BAF, Bluechip and Hybrid funds because retail public are going crazy all out doing SIPs in smallcap midcap space. This is the sole reason I said he was unnecessarily doing fear mongering in a public forum which every retail investor looks up to.
this caused sell off today in Mid and small cap
Bro chose complete violence. But cannot find fault with whatever he had to say.
Thank you reuploading again
Edited video
Pls let me know which date Naren sir spoke
Sip into index fund plus some gold and forget it
Which is a good index fund? I am invested in HDFC SBI index. Is it good?
Give actual video filthy ifa galaxy
Which part is cut in this video ?
Absolute Cinema
Shame on you ifa galaxy
He has been speaking shit since 2021.