In this engaging episode, the host and guest delve into various aspects of personal finance and investment strategies, starting with an introduction and early experiences in investment. They discuss common pitfalls like mutual fund mistakes and negative returns, and the importance of equity in a portfolio.
Listeners are guided through asset choice, the merits of real estate and gold investments, and the implications if Indian equity markets fail. The episode tackles the challenges of rebalancing portfolios and dealing with tax issues, offering advice on starting investments from scratch and avoiding tax-saving blunders.
The conversation covers home loans versus investments, insights into stock selection, and the ideal number of mutual funds. The guest emphasizes the importance of insurance and financial goal planning, shares personal financial mistakes, and offers advice on market timing and the safety of online platforms.
The episode concludes with strategies for handling market crashes, switching from underperforming funds, and a personal touch on managing personal finances and finding the best distractions.
Chapters
0:00 Intro
1:00 Early Days & First Investment
14:45 Mutual Fund Mistakes
17:07 Negative Returns & Reaction
20:55 Why Equity?
24:11 Asset Choice & Allocation
26:55 Real Estate as an Investment
29:43 Gold as an Investment
31:08 What if Indian Equity Fails?
33:44 Rebalancing Problem
35:14 Tax is a Big Problem?
39:06 Do this from scratch.
43:35 Tax Saving Blunder
45:07 Home Loan vs Investment
49:19 Pattu’s Stock Selection
52:26 Individual Stock Picking
56:05 How many Mutual funds is ideal?
57:18 MF selection Mistake
58:25 Beating the Market
1:02:19 Everything about Essentials
1:08:51 Financial Goal Planning
1:12:07 Family Finances
1:16:41 Pattu’s Financial Mistakes
1:19:13 Timing the Market
1:22:22 Online Platforms and Safety
1:25:46 Market Crash : How to handle it?
1:27:53 When to exit from bad choices?
1:29:56 Idhaan pa Personal Finance
1:32:24 Best Distraction
Essentials : Do this Before Investing
FreeFincal : https://youtube.com/@pattufreefincal?si=I0RreLrBA5dIVZJD
Join Learner’s Community : https://www.youtube.com/channel/UCmfl6VteCu880D8Txl4vEag/join
Courses : https://www.financeboosan.in
Whatsapp Channel : https://whatsapp.com/channel/0029Va6xVGJ1iUxff71r8p23
Instagram : https://www.instagram.com/finance.boosan/
Other useful links : https://beacons.ai/boosan
_______________________________________________
New Account opening link :
Zerodha : https://bit.ly/newZerodhaD
Video Editor : https://www.instagram.com/jagan_editor/
_______________________________________________
#financeBoosan #investing #stockmarketindia
Stock Market, Mutual Funds, Investments, Personal Finance, Make Money Online
