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Asset Allocation Strategies 

Financial Planning Academy (FPA)
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This video is all about Asset Allocation. Why, When, How, everything demystified about Asset Allocation & Asset Allocation Strategies. #FinancePeCharcha
Visit Financial Planning Academy (FPA) Website: fpa.edu.in
Visit Kirtan Shah's Social Media Handles:- linktr.ee/kirtanshah
Email ID:- kirtan@fpa.edu.in
Visit FPA's Social Media Handles:- linktr.ee/fpaindia

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22 июн 2023

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Комментарии : 76   
@srfinancial1985
@srfinancial1985 Год назад
I am a huge fan of yours as an MFD Sir.....
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Thank you so much for all the love.
@srfinancial1985
@srfinancial1985 Год назад
@@FinancialPlanningAcademy Really honoured to learn from you sir...dreaming to achieve success with your guidance
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
@@srfinancial1985 Learning is going to be mutual :)
@anandts6973
@anandts6973 Год назад
Thanks a lot to Kirtan and Usha Madam for time they have spent to educate the retail investors
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Glad you found it useful
@vinayakbaradkar9183
@vinayakbaradkar9183 3 месяца назад
Nice database presentation
@anandts6973
@anandts6973 Год назад
Concept has been explained with absoluet clarity
@amitrivedi9466
@amitrivedi9466 Год назад
Very insightful information about asset allocation and investor's behaviour! Thank you !
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
I am so glad you found it useful :)
@tirthsanghavi2770
@tirthsanghavi2770 Год назад
Thank you for knowledgeable video. Want more such videos on finance.
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Thank you so much. Will continue to upload. Do subscribe & hit the bell for notification
@ambujkansal
@ambujkansal Месяц назад
Thanks a lot !
@gmsubu
@gmsubu 7 месяцев назад
Good presentation.
@FinancialPlanningAcademy
@FinancialPlanningAcademy 7 месяцев назад
Glad you liked it!
@manorakhee
@manorakhee Год назад
Excellent topic to start with Kirtan bhai. 👍
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
I thought it’s extremely important to start with this and then build on from there. Glad we are on the same page.
@abhishekporwal1673
@abhishekporwal1673 Год назад
What a presentation.... Learns alot...i am a very big fan of you sir🙏🙏🙏
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Thank you so much
@user-iq2oy3ig6x
@user-iq2oy3ig6x Год назад
Thank you Usha Ma’am and Kirtan sir for sharing your expertise, as I have genuinely learned a great deal from it.
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
WEare so happy that you have learned something from this. Thanks for taking the time out & posting it & motivating us to do more
@vishalgada5625
@vishalgada5625 Год назад
Interesting content. Keep enlightening us😊
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Thank you so much
@neodro4831
@neodro4831 3 месяца назад
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
@sonalrangila3047
@sonalrangila3047 Год назад
Great content.. Amazing clarity..
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Thank you so much for the feedback
@ronychowdhury4997
@ronychowdhury4997 Год назад
Very insightful presentation! Thank you both of you
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Glad you found it useful, thank you.
@nikhil11vtx
@nikhil11vtx 11 месяцев назад
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
@FinancialPlanningAcademy 11 месяцев назад
Thank you so much bro
@sunilmahuvakar
@sunilmahuvakar Год назад
Thanks a lot kirtan and usha madam. Great learning as an investor and more so as a distributor🎉
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
So happy you liked it. Thank you.
@Svarma118
@Svarma118 7 месяцев назад
Excellent video
@FinancialPlanningAcademy
@FinancialPlanningAcademy 7 месяцев назад
Thank you so much
@Zaheer_Sayed_ACCA
@Zaheer_Sayed_ACCA Год назад
This is extremely helpful 🙏
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Thank you Zaheer sir
@ashishlimaye2408
@ashishlimaye2408 8 месяцев назад
Great Video !!
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
Thank you for your feedback
@Visionntpc
@Visionntpc 7 месяцев назад
Excellent
@FinancialPlanningAcademy
@FinancialPlanningAcademy 7 месяцев назад
Thank you
@almasparkar2672
@almasparkar2672 Год назад
Very much informative👍🏻
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Thank you Almas
@stcoktin
@stcoktin 10 месяцев назад
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
@FinancialPlanningAcademy 10 месяцев назад
Thank you so much
@cajidcruz9479
@cajidcruz9479 10 месяцев назад
Nice 👌
@FinancialPlanningAcademy
@FinancialPlanningAcademy 10 месяцев назад
Thank you
@nilrai5773
@nilrai5773 11 месяцев назад
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
@FinancialPlanningAcademy 11 месяцев назад
Thank you so much. Will surely work on the language bit
@subhamtripathi4514
@subhamtripathi4514 Год назад
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
@FinancialPlanningAcademy Год назад
I am still a fan of doing the allocation separately
@kunalrajput7925
@kunalrajput7925 Год назад
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
@FinancialPlanningAcademy Год назад
Thanks feedback taken
@alokverma1792
@alokverma1792 Год назад
Hoping to get knowledge about all the sectors in this series.
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Yes it is lined up
@gauravgakhar2097
@gauravgakhar2097 Год назад
Mostly focused on one asset class.. ideally they should have. Shared a ideal asset allocationn as well
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Ideal asset allocation is shared. Traditional method and tactical method both shared
@hareshsalunkhe5221
@hareshsalunkhe5221 4 месяца назад
@@FinancialPlanningAcademySir can you please explain this again. How should be the ideal asset allocation?
@valarmorghulis1482
@valarmorghulis1482 Год назад
But gold to be taxed as per slab rate.... So please suggest
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
SGBs are tax free
@valarmorghulis1482
@valarmorghulis1482 Год назад
@@FinancialPlanningAcademy yes.. But gold MFs are taxed by slab... right??
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Ya so use SGBs Na
@yogeshkalyani3439
@yogeshkalyani3439 6 месяцев назад
Sir, what is the importance or percentage of allocation toward's Life insurance in Asset Allocation..Thanking you
@FinancialPlanningAcademy
@FinancialPlanningAcademy 6 месяцев назад
You need term insurance between 10-20 times of your annual income
@anandts6973
@anandts6973 Год назад
Request if the presentation can be posted on website/ twitter etc
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Will check with Usha if she is comfortable. Share your email id
@shubhangigaikar7475
@shubhangigaikar7475 Год назад
how to pramiter for good Mutual Fund?
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Sorry dint get your question
@koritala
@koritala Год назад
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
@FinancialPlanningAcademy Год назад
This video is only focusing on why asset allocation. There are videos in the future which will talk about building a portfolio
@koritala
@koritala Год назад
@@FinancialPlanningAcademy thanks a lot I have never found any content in RU-vid 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
@finbuster2030 Год назад
Suniye na!! Rachna ka rasna mat ban janna
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
Suniye na, apna gyaan apne paas rakhe please
@Manik_krish93
@Manik_krish93 Год назад
Pls speak in English..
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
There is hardly any Hindi in the entire video
@sorudhaanmukkiyam1875
@sorudhaanmukkiyam1875 Год назад
​@@FinancialPlanningAcademyyou need to listen to your own video bro. It has a lot of hindi😂
@FinancialPlanningAcademy
@FinancialPlanningAcademy Год назад
@@sorudhaanmukkiyam1875 I don't think you have gone beyond the first 5 minutes
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