Shankar Nath shares investing and personal finance advice, strategies and tools to help you grow your wealth
I have been an active investor for 20 years and have worked in banking, lending, insurance and with fintech companies including ICICI Bank, GE Money, Chubb Insurance, Bharti AXA General Insurance, HDFC Life Insurance and ET Money
Anyone who is keen in building one's income and wealth will find this channel useful with many videos covering the stock markets, mutual funds, alternate investment products and passive income. My style of content creation involves rich, data-backed research with a bias towards clarity and actions. I love to teach so do expect a number of videos explaining complex financial concepts and investing techniques in simple, actionable steps
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Shankar..this was a great topic..u are a true teacher....one suggestion...ur many topic selections are just above the head for many average guys...this video could be understood easily by an average guyz also ...it's because of all the examples and graphics....do include these egs, analogues and charts to simplify...
Thanks for the wonderful content , im convinced with the data points shown in this video would like to build my large cap portfolio with Momentum and value combination 50-50 each ,can i use the same approach for mid cap allocation ? Also i could not find value index against midcap hence would like yo go with Midcap 150 momentum 50 with Midcap 150 quality.Can we use this combo for midcap ?
Hi Shankar, I look forward to starting my investment journey. Given the current market situation, what should my approach be and where should I invest (preferably equities)?
Kindly explore taking the help of a financial advisor who can help you with these specifics. Once you are comfortable investing by yourself you can manage your investments by yourself. Everyone needs help in the beginning
Sir no doubt your content is extremely out of the box... But tell me who is your video editor? 😅salute to him😂. Amar Akbar Anthony.. Really!!! ❤❤❤❤❤❤Sometimes financial contents get so boring though it shares good knowledge. But your contents information + editing ❤❤
sir shameless cloning works i tried RJ's portfolio from 2021 end and bought some particular stocks from his portfolio in 2021end and 2022 starting with NCC, Canara, Federal, and Tata Motors it all gave me a 300+% return till date. But the only thing you need to be cautious is to keep track of their exit. Also, you need to do your research a bit because as sir said they may also make mistakes. But it works on a real basis. Finally, I found someone who made a video on cloning, or else people did not believe me. Thanks
Shankar, Please make a detailed video on selling the unlisted shares while it is not listed. What are the formalities and timelines involved. Is the deal processing done by the platform? Please provide some insight.
Mr Nath. Hope you're keeping well. I personally feel mr Mukherjee has been pushed under the bus too soon. His research is formidable, and will need more time to prove it's mettle. Subscribing to your newsletter today. Waiting for your smallcase.
I’m 24 and started investing since dec last year and until now I have accumulated 1.3L including 27% returns buy investing in stocks, am I on right track?
Hi sir, u have really put a lot of efforts in making this video.. Can u pls tell why were the rolling returns of beta/factor funds weren't compared.,i know they are relatively new..but the rolling returns of beta indices could have been compared..for the shortest possible time period,3 yr rolling atleast.. Can u pls tell me where can i find this.. Thank you.
Sir, the scenario 5.,is not clear.once we redeem from smallcap & move to largecap(when ratio>1.1).& then what happens to the amount invested in large cap..it stays invested in largecap all the times?or do we redeem it too & if yes when..pls clarify
Dear Shankar sir, i rewatched this video & i think the investing through PE model has a flaw, & the results might not be as tempting as shown.the reasons being. 1.from 2014-2018, a period of 10 years for someone who started sip in 2014, the nifty PE never dropped below 18 as per pe chart shown in the video,so no chance of incremental buying. 2.only incremental selling present. What if the corpus is not enough for redeeming incrementally or else if we suppose present also, then very less corpus left after redeeming & waiting for the PE cooldown, going with regular sips, & this reducing once corpus invested in the market too.. What you have to say on this..
I think this is the 2nd video of yours I saw where you attached a google sheet. As someone who loves working with google sheets I appreciate this a lot. Thank yous sir.
Nice video. Just wanted to highlight that one reason why Patanjali aka Ruchi Soya went up manifold was that the shares were reduced. So if someone was holding 100 shares, they got only 1 share.
Is Precize an authentic platform.? I have invested on a pre ipo 5 days back and stil the shares have not been transferred and shows pending status on the precize site. Is it a SCAM! ? I have mailed them, sent a msg on WhatsApp but haven't got any postive reply. ?? Mr Shankar can u pls help me out?!
Why do all the rebalancing and all to get around 22% returns with Value + Momentum combo Shakar sir? I would rather go with these 2 index funds. 1. Nifty Alpha 50 2. Nifty MidSmallCap400 Momentum Quality 100 "Nifty Alpha 50" has generated 23% CAGR returns in the last 20 years and "Nifty MidSmallCap400 Momentum Quality 100" has generated 24.5% CAGR returns over the previous 19 years (as of August 30 2024 data). I will enable SIP in these two and forget for 2 decades.
Sir ye jo unlisted shares he vo demat me face value ke price pr credit hote he ? I.e mene vikram solar 390 me 100 qty liya tha but in my cdsl account shown 100x10 total 1000 rs value so i am confused about this. Pls help me
I have just now invested some rs11000 into swiggy in precize platform.. but after that..the platform is not showing the investment amount..its showing rs 0. I called precize platform help and support but no ine is attending the call..
Thanks you sir. A masterpiece you are sir. In the overall 11 stocks, Natco Pharma can do wonder in upcoming years ( super duper results are ahead until march-2026).
Thanks for the chapters (aka time stamps)! Are these auto generated? Have you updated the time stamps later as these weren't available earlier (yesterday)?
They aren't automatic. I add them into the description and then they show up. Maybe it takes some time to process so there was a lag from when you saw it
