Asset Allocation Strategies

This video is all about Asset Allocation. Why, When, How, everything demystified about Asset Allocation & Asset Allocation Strategies. #FinancePeCharcha
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[@srfinancial1985]

I am a huge fan of yours as an MFD Sir.....

[@FinancialPlanningAcademy]

Thank you so much for all the love.

[@srfinancial1985]

@@FinancialPlanningAcademy Really honoured to learn from you sir...dreaming to achieve success with your guidance

[@FinancialPlanningAcademy]

@@srfinancial1985 Learning is going to be mutual :)

[@anandts6973]

Thanks a lot to Kirtan and Usha Madam for time they have spent to educate the retail investors

[@FinancialPlanningAcademy]

Glad you found it useful

[@anandts6973]

Concept has been explained with absoluet clarity

[@vinayakbaradkar9183]

Nice database presentation

[@amitrivedi9466]

Very insightful information about asset allocation and investor's behaviour! Thank you !

[@FinancialPlanningAcademy]

I am so glad you found it useful :)

[@manorakhee]

Excellent topic to start with Kirtan bhai. 👍

[@FinancialPlanningAcademy]

I thought it’s extremely important to start with this and then build on from there. Glad we are on the same page.

[@user-iq2oy3ig6x]

Thank you Usha Ma’am and Kirtan sir for sharing your expertise, as I have genuinely learned a great deal from it.

[@FinancialPlanningAcademy]

WEare so happy that you have learned something from this. Thanks for taking the time out & posting it & motivating us to do more

[@ambujkansal]

Thanks a lot !

[@sonalrangila3047]

Great content.. Amazing clarity..

[@FinancialPlanningAcademy]

Thank you so much for the feedback

[@tirthsanghavi2770]

Thank you for knowledgeable video. Want more such videos on finance.

[@FinancialPlanningAcademy]

Thank you so much. Will continue to upload. Do subscribe & hit the bell for notification

[@ronychowdhury4997]

Very insightful presentation! Thank you both of you

[@FinancialPlanningAcademy]

Glad you found it useful, thank you.

[@gmsubu]

Good presentation.

[@FinancialPlanningAcademy]

Glad you liked it!

[@vishalgada5625]

Interesting content. Keep enlightening us😊

[@FinancialPlanningAcademy]

Thank you so much

[@neodro4831]

Good content. One small change, ask your presenters to pause after a slide is described for 3-5sec so that it doesn't seem you are interrupting too much else the interruptions are annoying to listeners

[@Svarma118]

Excellent video

[@FinancialPlanningAcademy]

Thank you so much

[@almasparkar2672]

Very much informative👍🏻

[@FinancialPlanningAcademy]

Thank you Almas

[@ashishlimaye2408]

Great Video !!

[@FinancialPlanningAcademy]

Thank you for your feedback

[@abhishekporwal1673]

What a presentation.... Learns alot...i am a very big fan of you sir🙏🙏🙏

[@FinancialPlanningAcademy]

Thank you so much

[@sunilmahuvakar]

Thanks a lot kirtan and usha madam. Great learning as an investor and more so as a distributor🎉

[@FinancialPlanningAcademy]

So happy you liked it. Thank you.

[@Zaheer_Sayed_ACCA]

This is extremely helpful 🙏

[@FinancialPlanningAcademy]

Thank you Zaheer sir

[@nikhil11vtx]

Started with this series…Finance pe charcha…Usha has been fabulous and brings home the point and importance of Asset allocation and Kirtan as always charmingly good host trying to extract maximum value for his viewers. ✨👏

[@FinancialPlanningAcademy]

Thank you so much bro

[@stcoktin]

That was a brilliant presentation in the most simple language Kirtan & Usha. The slides are amazing, but could be made more illustrative to catch the eye. Extremely well suited for Mom & Pop investors, especially those who are Senior Citizens in addition. ❤

[@FinancialPlanningAcademy]

Thank you so much

[@Visionntpc]

Excellent

[@FinancialPlanningAcademy]

Thank you

[@cajidcruz9479]

Nice 👌

[@FinancialPlanningAcademy]

Thank you

[@subhamtripathi4514]

Thanks both of you. Much appreciated. It was really good and data driven. To me that drawdown chart was gem!
- In last 30 years, Market has fallen every year by a quantum of greater than 10% barring only 3 years ( in which it also fell)
- Kirtan thanks for pitching in and adding the data around market doubling between 2004-2008 even after huge drawdowns
With this context, i think multi asset allocation funds makes sense. As they will have taxation of equity and we will get benefit of all asset classes. Kirtan, What do you think?

[@FinancialPlanningAcademy]

I am still a fan of doing the allocation separately

[@nilrai5773]

Kirtan Sir, I am huge fan of you and watching your educational videos interestingly, thank you for all that. I would suggest to include Hindi language to reach more mass of people for learning purpose.

[@FinancialPlanningAcademy]

Thank you so much. Will surely work on the language bit

[@alokverma1792]

Hoping to get knowledge about all the sectors in this series.

[@FinancialPlanningAcademy]

Yes it is lined up

[@kunalrajput7925]

Hello Sir.. Great Video.. no doubt awesome content, but just felt name of video should be Need for Asset Allocation instead of Asset Allocation Strategy.. Just a thought.. All the Best & looking forward to search content. Thanks!

[@FinancialPlanningAcademy]

Thanks feedback taken

[@anandts6973]

Request if the presentation can be posted on website/ twitter etc

[@FinancialPlanningAcademy]

Will check with Usha if she is comfortable. Share your email id

[@yogeshkalyani3439]

Sir, what is the importance or percentage of allocation toward's Life insurance in Asset Allocation..Thanking you

[@FinancialPlanningAcademy]

You need term insurance between 10-20 times of your annual income

[@gauravgakhar2097]

Mostly focused on one asset class.. ideally they should have. Shared a ideal asset allocationn as well

[@FinancialPlanningAcademy]

Ideal asset allocation is shared. Traditional method and tactical method both shared

[@hareshsalunkhe5221]

@@FinancialPlanningAcademySir can you please explain this again. How should be the ideal asset allocation?

[@valarmorghulis1482]

But gold to be taxed as per slab rate.... So please suggest

[@FinancialPlanningAcademy]

SGBs are tax free

[@valarmorghulis1482]

@@FinancialPlanningAcademy yes.. But gold MFs are taxed by slab... right??

[@FinancialPlanningAcademy]

Ya so use SGBs Na

[@shubhangigaikar7475]

how to pramiter for good Mutual Fund?

[@FinancialPlanningAcademy]

Sorry dint get your question

[@koritala]

this is fine but please give a practical example of how to make a portfolio of lets say a crore accross multiple asset classes and where to find them how to invest how to regularly monitor etc. this is only surface level gyan, off a very limited value

[@FinancialPlanningAcademy]

This video is only focusing on why asset allocation. There are videos in the future which will talk about building a portfolio

[@koritala]

@@FinancialPlanningAcademy thanks a lot I have never found any content in TH-cam about building and managing real Portfolio across gold, real estate, stocks, bonds etc and how to monitor and tweak them. If you do it then it will be great. Thanks

[@finbuster2030]

Suniye na!!
Rachna ka rasna mat ban janna

[@FinancialPlanningAcademy]

Suniye na, apna gyaan apne paas rakhe please

[@Manik_krish93]

Pls speak in English..

[@FinancialPlanningAcademy]

There is hardly any Hindi in the entire video

[@sorudhaanmukkiyam1875]

​@@FinancialPlanningAcademyyou need to listen to your own video bro.
It has a lot of hindi😂

[@FinancialPlanningAcademy]

@@sorudhaanmukkiyam1875 I don't think you have gone beyond the first 5 minutes