Join us for our informative and engaging Investment Satsang, a unique opportunity for investors to gain clarity on a wide range of topics including Financial Planning and Share Market Investing, and so much more. Our live sessions provide you with a valuable platform to explore and discover new insights into the world of investing.
Timestamps
00:00:00 Start
00:01:53 Current Market Conditions
00:03:26 Inflation and Geopolitical Tensions
00:05:09 Market Reactions and Future Expectations
00:06:49 Market Trends and Valuation Concerns
00:10:12 Case Study Insights
00:20:02 Insurance vs. Investment Products
00:21:31 Bank Deposits vs. Long-Term Investments
00:23:45 Zomato’s Acquisition and Market Performance
00:25:41 Financial Planning for Short-Term Goals
00:26:55 Fund for SWP
00:27:52 Mutual Funds vs. PMS
00:29:17 Choosing between Astral and Polycab
00:30:53 SIPs in a High Market
00:33:58 Debt Allocation Strategy
00:36:03 Evaluating Investment Advice
00:38:26 Investment Styles and Risk Profiles
00:40:53 Tax implications of mutual funds
00:41:32 AIF vs PMS
00:42:54 Comparison of NPS returns with LIC and ULIPs
00:46:42 Setting realistic return expectations
00:48:14 Managing Retirement Income
00:51:43 Bank Deposits and Tax Regimes
00:53:09 Mutual Fund Performance
00:54:29 Investment Strategy for Cash Balance
00:55:43 Impact of SIP on Large Portfolios
00:57:05 Managing Loan Repayment and Savings
01:01:11 Review of Small Cap Funds and Investments
01:03:27 Gold Investment Strategies
01:04:16 Tata Consumers rights
01:04:34 Stock reviews
01:05:17 Importance of having a clear case of financial planning
01:07:17 Importance of proper financial plan and personalized advice
01:10:54 Discussing upcoming physical meeting and location