Sound Investment In Stocks
How to manage your money better
This is 30 minutes video that covers all aspects of personal finance. It covers the concept of networth, cashflows, income and growth assets, asset allocation, retirement planning, insurance planning, child education planning, etc. After watching the video, you’ll be able to… Calculate your net worth. Create a monthly budget. Create a personal savings plan. Understand specific investment strategies. Have your questions answered about investing. Know how much and where to save for various goals Get an Excel model for your future reference as well. Here is a link to all the blog based content with Excel sheets: https://www.plutuscapital.co/managingmoneybetter Here is a link if you want help from us to review your financial plan: https://www.plutuscapital.co/financialplanning
How to use MF for asset allocation
All the mutual funds are not suitable. Interestingly, not all categories of Mutual Funds are suitable. You need to just have 3-4 MFs in the portfolio to generate a good return. There are better alternatives to mutual funds for those who have the time and skill. But for others, a plain vanilla MF combination can do the trick.
How to file complaint against your investment advisor?
SEBI was established as a regulator to protect the interests of investors. There is a platform where you can file against any intermediary such as a broker, advisor, PMS, AIF, etc. The advisory firm is bound to take action when they are intimated by SEBI. In case you are still not satisfied, SEBI will initiate an investigation against the firm/person. There are no charges to file the complaint. The only requirement from you is to inform and that's it. In this video, I provide details of the website etc where the complaints have to be files.
How to create wealth
There is always a question asked to a financial advisor, how do I create wealth. The primary source of wealth is 'you', work hard and earn an income. Put that income to work. Additionally, work hard so that the income increases exponentially. When all these forces start talking to each other, you create massive wealth.
Why NOT to invest in IPOs
The bull market brings in a lot of IPOs to the market. This way capital market gets more robust but it adds to the problem as well. A lot of people invest in IPOs to make listing gains. It is an absolute rubbish investment strategy, no less than playing darts. In this video, I explore why you should not invest in IPOs.