6 Factors to Decide Asset Allocation

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  • เผยแพร่เมื่อ 12 ม.ค. 2025

ความคิดเห็น • 91

  • @anandgupte
    @anandgupte 3 ปีที่แล้ว +3

    Fantastic points! Especially "your business is your equity" is a line of thought I had never had.

  • @gokulkannans2370
    @gokulkannans2370 4 ปีที่แล้ว +7

    I am 21 my asset allocation
    60% equity = index funds/some selected direct stocks
    20% debt=gsec bonds/high interest FDS
    20% gold=sovereign gold bond's/gold ETf
    My portfolio gives average 15 -20% return

    • @parveenkumar-xo4lh
      @parveenkumar-xo4lh 4 ปีที่แล้ว +2

      For a 21 yr old guy. It's awesome. Keep it up

    • @karthikeyansugumar20
      @karthikeyansugumar20 4 ปีที่แล้ว +5

      At the age of 21, I was playing gully cricket. Didn't even know about investment!!

  • @shivakumariyer7805
    @shivakumariyer7805 4 ปีที่แล้ว +2

    You brought out simple facts but they are very important in managing personal finance. Very good presentation. Today I joined for stock o meter and tax yadnya !

  • @anugata81
    @anugata81 4 ปีที่แล้ว +1

    Parimal Sir you are simply awesome.

  • @rameshcharania605
    @rameshcharania605 4 ปีที่แล้ว

    New invester ko zaroor dekhna chahiye soch badlegi thnx sir iss jankari ke liye

  • @ganeshmorde6666
    @ganeshmorde6666 4 ปีที่แล้ว

    Kya baat? Kya baat? Kya baat
    Excellent information. Guruji charan kaha hai ?

  • @arunsannake1911
    @arunsannake1911 4 ปีที่แล้ว

    Very nce guidance for all age groups investors.Thank u vey much , Parimal Sir.

  • @ramyasri6093
    @ramyasri6093 4 ปีที่แล้ว

    Short & clearly knowledgeable

  • @sakthivelchinnasamy4976
    @sakthivelchinnasamy4976 4 ปีที่แล้ว

    Excellent Video for current scenario
    Thanks for your valuable information Sir

  • @poojanpatel9311
    @poojanpatel9311 4 ปีที่แล้ว +12

    L&T pe detailed discussion kariae
    With their subsidiary also

  • @abhijitdhar5861
    @abhijitdhar5861 4 ปีที่แล้ว

    I believe this Video will be the most viewed on

  • @pripriyank2004
    @pripriyank2004 4 ปีที่แล้ว +2

    Thank you sir for this informative video, I am 34 now and I request you to suggest some Retirement Funds to invest as SIP.

  • @RohitMoghe
    @RohitMoghe 2 ปีที่แล้ว

    it is really valuable video as always.

  • @grvgr89
    @grvgr89 3 ปีที่แล้ว

    Just Brilliant Sir.👍👍

  • @prakharraghav2316
    @prakharraghav2316 ปีที่แล้ว

    thankyou sir , it really helpful

  • @manish1609
    @manish1609 4 ปีที่แล้ว +1

    Please make one video explaining Debt and Liquid funds ..

  • @kausikpal4181
    @kausikpal4181 4 ปีที่แล้ว

    Very informative & knowledgeable.🙏🙏🙏🙏

  • @ashutoshpandey8149
    @ashutoshpandey8149 2 ปีที่แล้ว

    Maine ulip plan liya h aur allocation equity me rakhi hai 100 percent..age h 33

  • @sambitpradhan2500
    @sambitpradhan2500 4 ปีที่แล้ว

    Very informative. Thanks

  • @avinashnaikodi
    @avinashnaikodi 4 ปีที่แล้ว

    Thank you for all your videos....

  • @deepakkumar-ek2fp
    @deepakkumar-ek2fp 4 ปีที่แล้ว +2

    Please do a video on Edelweiss US technology fund and disruptive technology investment options available in India.

  • @LovfromINDIA
    @LovfromINDIA 4 ปีที่แล้ว

    You are doing wonderful job👍

  • @umakantadas4672
    @umakantadas4672 4 ปีที่แล้ว

    Very good analysis Sir.

  • @8anirban
    @8anirban 4 ปีที่แล้ว

    Nice Video Parimal as always.

  • @nimitagrawal2627
    @nimitagrawal2627 2 ปีที่แล้ว +1

    Thanks sir. Your video is very helpful.
    Need one advice, If I am a agressive investor and have 10+ year of investment horizon, do I have to invest 70-80% funds in Small & Mid Cap only

    • @Rtr.AmanJha
      @Rtr.AmanJha ปีที่แล้ว +1

      Invest 80% in small cap fund, save 10% in index etfs and 10% in liquid funds like FD.
      Use FD funds to catch big opportunities in stock market, whenever there is a big correction find fundamentally great companies and invest in them. Forget that money forever, let it grow and never book profit unless the fundamentals of the company get changed which make it bearish.
      For better returns in small cap fund pause your SIP during bull runs when market is going high for long time, and the allocated cash should be kept in FD until there is a correction and market is reaching bottom, and do a top-up in that same small cap fund during the correction and resume the SIP from that point.
      Mid cap is not the best option so go all-in on small cap instead. Mid cap in India is high-risk but low return.

  • @jaishreeram7594
    @jaishreeram7594 3 ปีที่แล้ว

    Sir debt allocatiom kaise krte hai or kya hai pls bataiye

  • @ak669900
    @ak669900 4 ปีที่แล้ว

    Thank u for this video sir🙏

  • @arvindgandhi1007
    @arvindgandhi1007 4 ปีที่แล้ว

    Thankyou very much brother

  • @arivanand1212
    @arivanand1212 4 ปีที่แล้ว

    Brother
    Excellent and informative video
    Thanks a lot. Kindly do it in English
    So that i can share it to many of my friends
    I have 5 lacs
    Is it advisable to put all my 5 lacs in liquid funds and do STP in five large cap funds

  • @swapanbhattachariya
    @swapanbhattachariya 4 ปีที่แล้ว +1

    Please make a video about Larsen & group company

  • @nothingforai
    @nothingforai 4 ปีที่แล้ว

    Nice Information sir thanks ☺️

  • @ajinkyarahane743
    @ajinkyarahane743 4 ปีที่แล้ว

    Sir, plz make video on EV.

  • @prateekgoud3648
    @prateekgoud3648 4 ปีที่แล้ว

    sir please post videos and share your knowledge on real estate and rental property income also as majority including me willhave less knowledge about it and we are eager to know more .

  • @nikeshsk1
    @nikeshsk1 4 ปีที่แล้ว

    My age is 45 and my all SIP are in equity oriented funds. Seen market for last 10yr and understood that my withdrawal should as per market time and not my wish. I also kept 4-5 months fund in liquid fund and also do max contribute into NPS. Should I go for debt fund or gold?

  • @preetraj996
    @preetraj996 4 ปีที่แล้ว

    Thank you so much sir for guidance 🙏

  • @kiritshah7871
    @kiritshah7871 3 ปีที่แล้ว

    I want to subscribe to model portfolio can someone guide me which is the web site of parimal ade

  • @Jaipandyaindia
    @Jaipandyaindia 4 ปีที่แล้ว

    Superb video 👌

  • @Krishnadhurwey1986
    @Krishnadhurwey1986 4 ปีที่แล้ว +1

    Sir,, Kya Govt Job walo ko 6 month ka emergency fund rakhna chahiye..?

  • @kailashhota1929
    @kailashhota1929 4 ปีที่แล้ว

    Actually good tips

  • @niharikatiwari1656
    @niharikatiwari1656 3 ปีที่แล้ว

    Understandable
    Hi Sir is possible for you to upload Covariance coefficient and variance explanation?

  • @anamikatiwari8713
    @anamikatiwari8713 4 ปีที่แล้ว

    Sir, U can use recording setup like these few ppl, Anish Thakur, Vivek Bajaj, Anant ladda. Means like a clean table, good background, atleast distant full or 3/4th body with other thing screen filling space.

    • @probinjoseph3862
      @probinjoseph3862 4 ปีที่แล้ว

      Hi..do u know which mic set to use for audio recording..?any good brand

    • @anamikatiwari8713
      @anamikatiwari8713 4 ปีที่แล้ว +1

      @@probinjoseph3862 Since I didnt searched for high end mic setup but I can say that high end mic should not be used bcoz on playing youtube video loud voice, I think any normal mic with pleasant output voice will do the job and it should be kept placed below 3rd buttton(not at collar) or may be table mic but that need to be analysed by seeing other youtube videos(so not sure for stand mic

    • @probinjoseph3862
      @probinjoseph3862 4 ปีที่แล้ว

      @@anamikatiwari8713 Thank you.. Actually I am looking for voice recording for audition..not for you tube..normal headphones mic is having good clarity..

  • @umeshshinde3494
    @umeshshinde3494 4 ปีที่แล้ว

    Very helpful for my age of 55 years.
    Thanks sir.

  • @AMVIKAPRI
    @AMVIKAPRI 4 ปีที่แล้ว

    Good advise.❤

  • @anuroopgupta1226
    @anuroopgupta1226 4 ปีที่แล้ว

    Sir also guide on all alternate avenues where we can allocate assets

  • @Indian-9999-ar
    @Indian-9999-ar 4 ปีที่แล้ว +7

    I am in early 30s and have SIPs running 100% into equities from past 4 years. I am fine with volatility in the market. I hav >20 years of investment horizon. Do I need to reallocate money into other asset classes now?

    • @gnshkini
      @gnshkini 4 ปีที่แล้ว +4

      It's good you have started allocating but I would suggest to allocate 15 to 20 % in gold via gold ETF or gold bonds. 60 % equity and rest in debt. Equity might feel very attractive right now with all the bull run happening but future is always uncertain. It's better to make little money than risk everything. Also I equity consider select large cap and midcap

    • @bbb7467
      @bbb7467 4 ปีที่แล้ว +2

      Depends on your job and liabilities. A person whose employment itself is as volatile as the equity needs a little bit of allocation in fixed income category. I don't think government employees should bother much and they can go for 100% equity allocation.

  • @biohimanshu
    @biohimanshu 4 ปีที่แล้ว

    Purna tarika acha tha sir

  • @lohitg9975
    @lohitg9975 4 ปีที่แล้ว

    Thank u 😊

  • @ganeshp8275
    @ganeshp8275 4 ปีที่แล้ว

    7. Is Thank you 😊

  • @AkhilPrabhakaran
    @AkhilPrabhakaran 4 ปีที่แล้ว

    Sir, Can you also pls do videos in English. That way it can be shared with lot of my friends who also can be benefitted. Thanks.

  • @pranjaljain73
    @pranjaljain73 4 ปีที่แล้ว

    Sir what is the difference between liquid fund and floating interest fund?

  • @aadityakamboj7846
    @aadityakamboj7846 4 ปีที่แล้ว

    Sir please make a video and discuss your views on RVNL (Rail vikas nigam limited)

  • @saurabhthakur3914
    @saurabhthakur3914 4 ปีที่แล้ว

    Make video on taxation

  • @sharmanpatel8633
    @sharmanpatel8633 4 ปีที่แล้ว

    It's pleasure to watch your video sir...

  • @Travel.Electric
    @Travel.Electric 4 ปีที่แล้ว

    Good one...

  • @dougstemper7366
    @dougstemper7366 3 ปีที่แล้ว

    Sir when you say equity it includes MF or only stocks ?? if I plan to invest 70% in equity then MF are included or excluded ? Please reply.

    • @nono6495
      @nono6495 2 ปีที่แล้ว

      90 % of the things he quoted from intelligent investor by benjamim graham, i suggest you to read books.
      Stay away from these type of secondary knowledge.

  • @mokshambavat7540
    @mokshambavat7540 4 ปีที่แล้ว

    good one

  • @kuldeepsingh-ce5pj
    @kuldeepsingh-ce5pj 4 ปีที่แล้ว

    🙏 happy new year sir❤️🙏
    Top fertilizer group video banaen 🙏
    Kaun si company (uraiya & DAP)
    Production karti hai 🙏

  • @nothingforai
    @nothingforai 4 ปีที่แล้ว

    Year 2021 mf par ek video Karo na sir

  • @santoshkinikar9388
    @santoshkinikar9388 4 ปีที่แล้ว

    Nice one

  • @devendrachaturvedi4270
    @devendrachaturvedi4270 4 ปีที่แล้ว

    Sir please ek video Oracle Financial services par banaeyega....

  • @AFzalCHAfzalch143
    @AFzalCHAfzalch143 4 ปีที่แล้ว

    Bhai HDFC BANK ke bare me btao new credit card kabse milna shuru hoga?

  • @gemsfactz
    @gemsfactz 4 ปีที่แล้ว

    indusind bank analysis pls

  • @Userforall29
    @Userforall29 4 ปีที่แล้ว +1

    Plz make one on pidilite plz

    • @satyamjain3092
      @satyamjain3092 4 ปีที่แล้ว

      Good stock with high moat, can be accumulated on each dip

    • @Userforall29
      @Userforall29 4 ปีที่แล้ว +1

      @@satyamjain3092 thanks

    • @Userforall29
      @Userforall29 4 ปีที่แล้ว

      @@satyamjain3092 but asian paints is also entering the same business

    • @satyamjain3092
      @satyamjain3092 4 ปีที่แล้ว +1

      @@Userforall29 Pidilite will tackle aggressively and not easy to replace since pidilite is covering 70% of the market

  • @jbenterprise8816
    @jbenterprise8816 4 ปีที่แล้ว

    IDFC Ltd. review please.

  • @saikathore9714
    @saikathore9714 4 ปีที่แล้ว +5

    Respected Sir,
    My age is 31, I have been planned for invest in 3 mutual fund for 10+ years since March 2020, those are
    1. Axis Blue-chip Long term Equity Direct Fund ₹5,000
    2. Parag Parikh long term Equity Direct fund ₹ 2,200
    3. Mirae Asset Emerging Blue-chip fund Direct growth ₹ 3,500
    Is right portfolio ?

    • @siddheshk6943
      @siddheshk6943 4 ปีที่แล้ว +2

      You are surely a very aware investor, great choices of funds. Increase the amount could be only suggestion, keep up the good work, happy investing 👍

    • @sanskarkakani
      @sanskarkakani 3 ปีที่แล้ว

      Increase amount
      Also invest in index fund

  • @mohanraut4399
    @mohanraut4399 4 ปีที่แล้ว

    10 years wait is to bigger period, practically only a millionaire can say x amount will not require for 10 years, for average middle class in general upto 5 years i think might be ok, i amy be wrong, just thinking of my self, garib insan😂

  • @imranmohammed5033
    @imranmohammed5033 2 ปีที่แล้ว

    Ru financial planner?

  • @laljitbrar7260
    @laljitbrar7260 4 ปีที่แล้ว

    Hero motors vs bajaj auto

  • @ganeshmorde6666
    @ganeshmorde6666 4 ปีที่แล้ว

    Jai Parimal bhagwaan 🙏

  • @saiyedsalahuddin6262
    @saiyedsalahuddin6262 4 ปีที่แล้ว

    👌👍

  • @amiyendrasenapati1452
    @amiyendrasenapati1452 4 ปีที่แล้ว +3

    Age 19 : 100% equity
    But the amount is small😂😂

    • @debashischatterjee2871
      @debashischatterjee2871 3 ปีที่แล้ว

      age 30 still the same.😂 I wish I was this serious at this age.. used to buy penny stocks and hold at +5 of that age, wasted my time and money.
      wish you very good.

  • @imunique5928
    @imunique5928 4 ปีที่แล้ว +2

    NIFTY50 INDEX INVESTMENT DETAILED PROCEDURE..

  • @rahimmarakkar686
    @rahimmarakkar686 4 ปีที่แล้ว +1

    You only told the in your nonsense vedeo that DIXON WILL NOT CONTINUE the rally.
    On what basis you said it??
    You just wanted to be REVERSE of what everyone saying.
    Now after a long time came up with new vedeo.

  • @ankansaha801
    @ankansaha801 4 ปีที่แล้ว

    First