S2 Ep 1: Financial Goals Planning with Ajit Menon, CEO of PGIM India MF | Nirav Panchmatia

S2 Ep 1: Financial Goals Planning with Ajit Menon, CEO of PGIM India MF | Nirav Panchmatia

Welcome to the Brand New Season (2) of Podcast which is all about Investing Wisdom! In this First Episode of Season 2, we kick off with an insightful discussion with the CEO of PGIM India Asset Management Pvt Ltd. (PGIM MF), Mr. Ajit Menon. We dive deep into understanding the sequence of investing & the concept of SMART goals. Topics covered in this episode: - The 7 different Asset Classes where one can invest - How serious wealth in the world is made with concentration - The difference between skill and luck: Which is replicable? - The importance of a financial advisor for portfolio diversification - Beware of recency bias - Understanding the 100-minus-age thumb rule - Why equity is best used for long-term goals - The role of an advisor: Your accelerator and brake for all money matters - The right sequence of investing - The concept of SMART Goals: Specific, Measurable, Achievable, Realistic, and Time-Bound - Nirav’s key pillars of risk management process - Revisiting and implementing Warren Buffett's golden rules of investing Tune in to gain valuable insights and wisdom from industry experts. Don't forget to like, share, and subscribe for more episodes on investment and financial planning!

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Avsnitt(37)

S2 E12 | Everything You Wanted to Know About Gold & Silver ETFs & MFs | Siddharth Srivastava

S2 E12 | Everything You Wanted to Know About Gold & Silver ETFs & MFs | Siddharth Srivastava

Curious about investing in Gold & Silver ETFs and Mutual Funds but don’t know where to start? In this insightful episode, we sit down with Siddharth Srivastava, Head – ETF Product & Fund Manager, Mira...

25 Apr 202556min

S2 E11 | How a Seasoned Stock Broker Views The Market | Ft. Jimeet Modi , CEO of Samco MF

S2 E11 | How a Seasoned Stock Broker Views The Market | Ft. Jimeet Modi , CEO of Samco MF

Welcome to our Podcast which is all about Investing Wisdom! In this 11th Episode of Season 2, we dive into an engaging discussion with Mr. Jimeet Modi, CEO -  @SamcoMutualFund  , A pioneering financ...

22 Nov 20241h 16min

S2 E10 | An Equity Veteran Speaks on Stock Market | Ft. Dinshaw Irani, CEO of Helios Capital

S2 E10 | An Equity Veteran Speaks on Stock Market | Ft. Dinshaw Irani, CEO of Helios Capital

Welcome to our podcast, dedicated to sharing Investing Wisdom! In this 10th episode of Season 2, we delve into a captivating discussion with Mr. Dinshaw Irani, CEO of Helios Capital Asset Management ...

25 Okt 202452min

S2 E9 | How India's top PMS guy thinks about equity? | Ft. Prateek Agrawal: MD & CEO Motilal Oswal

S2 E9 | How India's top PMS guy thinks about equity? | Ft. Prateek Agrawal: MD & CEO Motilal Oswal

Welcome to Episode 9 of Season 2 of our Podcast series which is all about Investment Wisdom!🎙 As we dive into an engaging discussion with Mr. Prateek Agrawal, MD & CEO, Motilal Oswal Asset Managemen...

11 Okt 202457min

S2 E8 | He manages $800M from Singapore | Ft. Samir Arora: Founder of Helios Mutual Fund

S2 E8 | He manages $800M from Singapore | Ft. Samir Arora: Founder of Helios Mutual Fund

Welcome to our Podcast, which is all about Investment Wisdom! In this 8th Episode of Season 2, we kick off with an insightful discussion with Mr. Samir Arora, Founder & Fund Manager at Helios Capital...

20 Sep 20241h 17min

S2 E7 | Why the World is Investing in India? Mr. Kailash Kulkarni: CEO HSBC Mutual Fund

S2 E7 | Why the World is Investing in India? Mr. Kailash Kulkarni: CEO HSBC Mutual Fund

Welcome to our Podcast which is all about Investing Wisdom! 📈 In this 7th Episode of Season 2, we dive into an engaging discussion with Mr. Kailash Kulkarni, CEO, HSBC Mutual Funds (which was earlie...

6 Sep 20241h 9min

S2 E6 | The Big Bull | Mr. Raamdeo Agrawal: Chairman & Co-Founder Motilal Oswal Group

S2 E6 | The Big Bull | Mr. Raamdeo Agrawal: Chairman & Co-Founder Motilal Oswal Group

Mr. Raamdeo Agrawal is one personality who needs no introduction; a Stock Market veteran who has co-founded the Motilal Oswal group & author of the now very famous Wealth Creation Studies (27 of which...

23 Aug 202452min

S2 E5 (Part 2):The Fine Art of Investing Ft. Bharat Shah Director of The ASK Group |Nirav Panchmatia

S2 E5 (Part 2):The Fine Art of Investing Ft. Bharat Shah Director of The ASK Group |Nirav Panchmatia

Welcome to our Investing Wisdom Podcast! In the 5th episode of Season 2, we continue our insightful discussion with Mr. Bharat Shah, Executive Director of The ASK Group, India's largest and longest-r...

2 Aug 20241h 9min

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