Advertisement

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

FreeFincal :

This episode also available on Spotifty :

Join Learner’s Community :

Courses :

Whatsapp Channel :
Instagram :
Other useful links :
_______________________________________________
New Account opening link :
Zerodha :

Video Editor :
_______________________________________________
#financeBoosan #investing #stockmarketindia
Stock Market, Mutual Funds, Investments, Personal Finance, Make Money Online

source

33 comments
@CyrusTheGreat-b3k

Interesting to see he has similar timeline as mine!
I did it in western world!
I started stock investing directly and failed and wasted 4 years! But started around 2012 on funds and went all in equity. Harvesting dividends enough to retire in India!
Start investing in dividend growth funds today! Right now! Stop reading comments and invest..

@palam012

Such a practical person, we need someone like him in our family as investment advisor ❤

@sarvaraghu8145

At last a genuine, impressive, simple and practical finance management knowledge..all free of cost. can't thank you enough. Keep up the good work sir..

@ramasubramanianar

Good one Boosan…
The english translation wasnt correct when explaining the key points..

@p-subra

Both of them came to this spot now becuase of only previous governments policy of "Only One Tax which is now OLD TAX REGIME". You both, me and others are started investing concept only bcoz of OLD TAX REGIME only which was good for working people.

With New Bad Regime is screwed up for sure. You both and other working people will not even have anything called as PORTFOLIOS OR CORPUS FUND ETC..