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How to Build Wealth – Financial Expert Reveals his 15 Yrs Journey ft. @pattufreefincal



Chapters

0:00 Intro
1:00 Early Days & First Investment
12:19 Mutual Fund Mistakes
14:33 Negative Returns & Reaction
18:13 Why Equity?
21:29 Asset Choice & Allocation
24:24 Real Estate as an Investment
27:19 Gold as an Investment
28:26 What if Indian Equity Fails?
31:14 Rebalancing Problem
32:47 Tax is a Big Problem?
36:42 Do this from scratch.
41:09 Tax Saving Blunder
42:43 Home Loan vs Investment
46:37 Pattu’s Stock Selection
50:01 Individual Stock Picking
53:43 How many Mutual funds is ideal?
54:57 MF selection Mistake
56:00 Beating the Market
59:54 Everything about Essentials
1:06:26 Financial Goal Planning
1:09:25 Family Finances
1:13:59 Pattu’s Financial Mistakes
1:16:31 Timing the Market
1:19:40 Online Platforms and Safety
1:23:04 Market Crash : How to handle it?
1:25:28 When to exit from bad choices?
1:27:27 Idhaan pa Personal Finance
1:29:56 Best Distraction

In this engaging episode, the host and guest delve into various aspects of personal finance and investment strategies, starting with an introduction and early experiences in investment. They discuss common pitfalls like mutual fund mistakes and negative returns, and the importance of equity in a portfolio.

Listeners are guided through asset choice, the merits of real estate and gold investments, and the implications if Indian equity markets fail. The episode tackles the challenges of rebalancing portfolios and dealing with tax issues, offering advice on starting investments from scratch and avoiding tax-saving blunders.

The conversation covers home loans versus investments, insights into stock selection, and the ideal number of mutual funds. The guest emphasizes the importance of insurance and financial goal planning, shares personal financial mistakes, and offers advice on market timing and the safety of online platforms.

The episode concludes with strategies for handling market crashes, switching from underperforming funds, and a personal touch on managing personal finances and finding the best distractions.

Essentials : Do this Before Investing

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Stock Market, Mutual Funds, Investments, Personal Finance, Make Money Online

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33 comments
@SYED2SADIQ

Nice Boosan, this is the first video which i have watched without skipping any part and more over the topics were so interesting that made me to glued myself for this video,

@KPS_04

Excellent interview. Thanks for the subtitles. I misunderstood Pattu as a pessimist on equity based on a few YouTube clips and a few of his articles. But now I understand that he is more of a realist. But still feel midcap and smallcap can be included in one's portfolio. Anyways, I learnt a lot from this interview particularly about the need to not look at our portfolio on a daily basis, not having to consume so much finance related news every day and focusing more on increasing salary by working on skills related to our job industry. Many thanks 🙏🏻

@kamals6624

He is my pattukutty sir 😢😢😢

@aroon2842

Population is good for rich business class people so they can produce anything at any number. But for normal consumers it's an big issue

@finance.boosan

FreeFincal : https://youtube.com/@pattufreefincal

This episode is also available on Spotifty : https://bit.ly/3zcP0tn

Essentials : Do this Before Investing
https://www.youtube.com/playlist?list=PLgb4aazT9mz9L1nT4qMTIuBl6sPsXhD_1

Chapters

0:00 Intro
1:00 Early Days & First Investment
12:19 Mutual Fund Mistakes
14:33 Negative Returns & Reaction
18:13 Why Equity?
21:29 Asset Choice & Allocation
24:24 Real Estate as an Investment
27:19 Gold as an Investment
28:26 What if Indian Equity Fails?
31:14 Rebalancing Problem
32:47 Tax is a Big Problem?
36:42 Do this from scratch.
41:09 Tax Saving Blunder
42:43 Home Loan vs Investment
46:34 Pattu's Stock Selection
50:01 Individual Stock Picking
53:43 How many Mutual funds is ideal?
54:57 MF selection Mistake
55:41 Beating the Market
59:54 Everything about Essentials
1:06:09 Financial Goal Planning
1:09:25 Family Finances
1:13:59 Pattu's Financial Mistakes
1:16:31 Timing the Market
1:19:40 Online Platforms and Safety
1:23:04 Market Crash : How to handle it?
1:25:11 When to exit from bad choices?
1:27:27 Idhaan pa Personal Finance
1:29:56 Best Distraction