Master the Art of Asset Allocation for Financial Success with

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  • čas přidán 16. 07. 2024

Komentáře • 63

  • @shankarnath
    @shankarnath Před rokem +93

    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 Před rokem +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 Před rokem +3

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

    • @rajatdas7003
      @rajatdas7003 Před rokem +1

      Guru ji 🙏❤

    • @rajivkapur5144
      @rajivkapur5144 Před rokem

      ​@@ramyasri6093❤qqA❤

    • @user-bq2wl9pb2d
      @user-bq2wl9pb2d Před 8 měsíci

      THANK YOU SO MUCH FOR YOUR TIME 😊

  • @PankajPoddar
    @PankajPoddar Před rokem +11

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

  • @mitulsat
    @mitulsat Před rokem +14

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

  • @amolmali3583
    @amolmali3583 Před měsícem

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

  • @dramanraza7037
    @dramanraza7037 Před rokem

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

  • @pavan410
    @pavan410 Před rokem +4

    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.

  • @rishavborah9647
    @rishavborah9647 Před rokem

    Excellent..great learnings...

  • @nature_lover1969
    @nature_lover1969 Před rokem

    Excellent 👍

  • @renusoni8058
    @renusoni8058 Před rokem

    Excellent Good topics.keep. It up

  • @Jaishikshavaani
    @Jaishikshavaani Před rokem

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

  • @ecomincome2701
    @ecomincome2701 Před rokem

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

  • @sumitaggarwal7568
    @sumitaggarwal7568 Před rokem

    Excellent, simple and direct guidance...

  • @harjeetkhurana964
    @harjeetkhurana964 Před rokem +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

  • @simantabhattacharya1578

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

  • @nikhilpilane42
    @nikhilpilane42 Před 11 měsíci

    Great video

  • @manumathur1323
    @manumathur1323 Před 7 měsíci

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

  • @Onlynatures
    @Onlynatures Před rokem

    Valuable knowledge

  • @YuvrajSingh-tf9em
    @YuvrajSingh-tf9em Před rokem

    Valuable and Excellent ma'am!

  • @lovelyarora1415
    @lovelyarora1415 Před rokem

    Excellent 🎉

  • @arshdeepkalra4212
    @arshdeepkalra4212 Před rokem

    Excellent

  • @orebabaalibaba
    @orebabaalibaba Před rokem

    Wow, thank you Sir, thank you Mam

  • @aniketraje4430
    @aniketraje4430 Před rokem +1

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

  • @bharatdedhia5555
    @bharatdedhia5555 Před rokem

    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

  • @nimeshkadam7658
    @nimeshkadam7658 Před rokem

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

  • @sanjaychiplunkar4805
    @sanjaychiplunkar4805 Před rokem

    great interview

  • @sanjaykaila4073
    @sanjaykaila4073 Před rokem

    Good topic Astha ..great work

  • @paragvaishampayan9501

    Really appreciable Shankar Ji...❤

  • @saurabhupreti2171
    @saurabhupreti2171 Před rokem

    Very insightful ! Great collaboration.

  • @AnilSharma-ry7hc
    @AnilSharma-ry7hc Před rokem +1

    Continue this kind of session as Master class

  • @upasanadas498
    @upasanadas498 Před rokem

    excellent session! keep up the good work :-)

  • @thiyagarajanraji6719
    @thiyagarajanraji6719 Před 10 měsíci

    Very good conversations, keep going 👏

  • @nileshmakwana1810
    @nileshmakwana1810 Před rokem

    Good collab and great learning. 👌🏻

  • @SunnyGupta-lk7nt
    @SunnyGupta-lk7nt Před rokem

    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?

  • @manishsingladoc1
    @manishsingladoc1 Před rokem +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

  • @The_Rock111
    @The_Rock111 Před 6 měsíci +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.

  • @georgenellakath6344
    @georgenellakath6344 Před 5 měsíci

    👏👏👏

  • @vijayghadge1286
    @vijayghadge1286 Před rokem

    🙏👍

  • @subbubhel2006
    @subbubhel2006 Před rokem

  • @ganapatimahale4040
    @ganapatimahale4040 Před rokem

    👌🙏🙏🙏🙏

  • @AjayKumarSharma-ic4un

    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

  • @manishsingladoc1
    @manishsingladoc1 Před rokem +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 Před rokem

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

    • @thiyagarajanraji6719
      @thiyagarajanraji6719 Před 10 měsíci +1

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

  • @shadowman3788
    @shadowman3788 Před rokem

    To invest in gold
    Should we choose SGB OR ETF ?

  • @loknathp9952
    @loknathp9952 Před rokem

    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.

  • @sanu588amit
    @sanu588amit Před rokem

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

  • @pralaysangma8019
    @pralaysangma8019 Před rokem

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

  • @VGAKarnataka
    @VGAKarnataka Před rokem

    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...

  • @sanjaykaila4073
    @sanjaykaila4073 Před rokem

    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

  • @devendrasinghrathore1225

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

    • @shankarnath
      @shankarnath Před rokem +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

  • @AjayKumar-ts8ts
    @AjayKumar-ts8ts Před 2 měsíci

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

  • @Fun_is_everything777
    @Fun_is_everything777 Před rokem

    No hindi..😡🤬🤬

  • @RSJankariCenter
    @RSJankariCenter Před 6 měsíci

    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

  • @Everevolvingguy
    @Everevolvingguy Před rokem

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

  • @akashkumar3924
    @akashkumar3924 Před rokem

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

  • @udai4k
    @udai4k Před rokem

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