Friday Investment Satsang with Parimal Ade & Gaurav Jain

Join us for our informative and engaging Investment Satsang, a unique opportunity for investors to gain clarity on a wide range of topics including Financial Planning and Share Market Investing, and so much more. Our live sessions provide you with a valuable platform to explore and discover new insights into the world of investing.

00:00 Market Movements and Investor Behavior
12:26 Poonawalla FinCorp Analysis
18:49 Global Economic Influences
26:48 Market Sentiment and Long-Term Investment Strategies
30:06 Market Dynamics and Investor Behavior
33:24 Risks of Trading in F&O Markets
39:01 Economic Insights and Market Growth
50:33 Focus on Core Competence
51:56 Concentration vs. Diversification
54:24 Financial Planning Essentials
55:42 Investment Timing Strategy
57:15 Portfolio Hedging and Management
58:11 Mutual Funds vs. Stocks
01:00:05 Case Study: Importance of Execution
01:05:55 Behavior Management in Investing

[InvestYadnya]

00:00 📈 Market Movements and Investor Behavior
- The discussion centers on recent market fluctuations and investor reactions.
- Over $10 billion outflows in a month compared to past crises, highlighting market resilience despite drops.
- Emphasis on understanding the base effect and market consolidation over time.

12:26 📊 Poonawalla FinCorp Analysis
- Insights into the financial instability of Poonawalla FinCorp and investor responses to it.
- The unexpected provision of ₹900 crore raises questions about corporate governance and risk concentration in portfolios.
- Discussion on the importance of diversification in investment strategies to mitigate risks.

18:49 🌍 Global Economic Influences
- Overview of global market dynamics affecting Indian markets, including geopolitical tensions and demand slowdowns.
- Impact of the Chinese market on global demand, particularly in the auto sector.
- Market expectations for growth moderation in light of changing economic conditions.

26:48 📉 Market Sentiment and Long-Term Investment Strategies
- Market reactions are driven by sentiment, making short-term predictions challenging.
- Regular long-term investments in good companies and funds are crucial for success.
- The absence of attractive alternative investments necessitates a focus on equity.

30:06 💰 Market Dynamics and Investor Behavior
- Past market corrections illustrate the importance of consistent investment.
- SIP flows and dynamic asset allocation can infuse significant liquidity into the market.
- Investors should focus on financial planning rather than reacting to market fluctuations.

33:24 🎲 Risks of Trading in F&O Markets
- Retail investors face significant losses in F&O trading, which is often compared to a casino.
- Most losses are incurred by retail traders while institutional players benefit.
- Understanding personal financial goals is essential to avoid falling into trading traps.

39:01 📊 Economic Insights and Market Growth
- Negative news often overshadows positive economic indicators, affecting investor sentiment.
- Debt levels and economic policies play crucial roles in market stability.
- Controlled inflation can stimulate consumption, indicating potential economic growth.

50:33 🌱 Focus on Core Competence
- Emphasize earning from core skills and consider passive investment strategies for financial stability.
- Importance of assessing financial goals, especially as personal circumstances change (e.g., family growth).
- Suggestion to prioritize passive investments to ensure sustainable financial planning.

51:56 📈 Concentration vs. Diversification
- Highlights the risk of concentrating investments in individual stocks rather than diversified funds.
- Advocates for a diversified equity fund portfolio for financial goal-based investments.
- Advises careful consideration of financial planning when deciding on significant investments, such as real estate.

54:24 💡 Financial Planning Essentials
- Discusses the importance of comprehensive financial planning over product selection.
- Encourages consideration of existing investments, future goals, and their alignment with retirement plans.
- Highlights the need for regular assessment of financial goals and adjustments to investment strategies.

55:42 ⚖ Investment Timing Strategy
- Critiques the effectiveness of daily systematic transfer plans (STPs) in favor of less frequent transactions.
- Suggests weekly or monthly STPs as more practical, avoiding unnecessary transactions.
- Recommends consultation with an advisor to determine appropriate strategies based on individual circumstances.

57:15 🛠 Portfolio Hedging and Management
- Discusses the nuances of hedging portfolios against market fluctuations through strategic advisor consultation.
- Emphasizes the importance of understanding the costs and risks associated with hedging decisions.
- Stresses the value of maintaining a disciplined approach to investing rather than reacting impulsively to market changes.

58:11 💰 Mutual Funds vs. Stocks
- Advises that for a starting investment of ₹5000, mutual funds are preferable over individual stocks.
- Recommends beginning with large-cap or index funds for new investors.
- Highlights the complexity of stock investments and the benefits of mutual fund diversification.

01:00:05 📊 Case Study: Importance of Execution
- Analyzes a case study showcasing the consequences of poor investment execution and planning.
- Demonstrates significant opportunity losses due to inadequate adherence to investment strategies.
- Reiterates the critical role of disciplined execution and the importance of having an advisor to guide the process.

01:05:55 🚀 Behavior Management in Investing
- Explores the psychological aspects of investing and the need for structured advice and execution.
- Warns against emotional reactions to market volatility, stressing the importance of adhering to well-defined plans.
- Encourages seeking professional guidance to mitigate the risks associated with self-directed investments.

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[himanshupatel]

Growing with You gentlemen is one of the best things happening with us. It's God's grace ❤

[nachiketdaithankar]

36:30 to 46:13 needs to be a separate video. Parimal spitting fire 🔥🔥. Love it❤

[Svarma]

Parimal@ i am yet to complete the video but you impressed me more today by sharing your feelings about Poonawala and then your inclination towards MF.

[akshaythakkar]

Always amazing to hear Parimal Sir. Damn he was on Fire today! 😂

[hunny]

Poonawalla pe video bnao sir..bura fass gya hun.

[chiragpatel-vkuq]

Truly nice guidance for retail invester❤❤❤

[rajbabbarsinhrathva]

32:41 - 47:07 ( who likes that part ? )

[ranjankumar-fffo]

Parimal sir and Gourav sir are stress buster ❤🙏

[pratyushpradhan]

As always For ur effort ❤❤❤❤❤❤❤❤❤❤ sir

[hemant]

I was invested in poonawala as per the allocation small and midcap portfolio. Should we sell it now? Will there be a market lead rebalancing?

[proudindian]

Thanks Parimal and Gaurav Sir for such a valuable session and guidance. I have always avoided F&O after losing 8000 rupees. I understood it's complete "Juwa". My portfolio consist of 80% MF and 20% self investment via stock of your Students portfolio, but today shocked with Poonwala Fincorp fall.

[suraj.chaudhary]

Really nice again. M forced nto watch you coz I want to manage my behaviour which 90% drives our success in the market

[maniamvs]

All points mentioned by you are valid.However behaviour management is very complex and difficult to navigate under turbulent times

[dixitkumargoklani]

Hi Sir,
We also feel cheated! And I am sure other also will be feeling the same. How can we believe that you are victim or part of the game?
If novices player like us do mistakes is ok, but with big team and this much tools and experience how come you miss it?it shows that there is no perfect system, always there is scope of improvement in process.
As I am following you from long time I strongly feel you are not part of the game! For us it is big lesson that we need to manage risk first!
Keep doing good work sir with time our faith will become stronger and stronger in both of you and Yadnya!

[rupanjansaha]

Every time i watch this video, i get a flavour of different investors thought.

Poonawala wants to try his luck in Bollywood film industry that's why he took the call. He will be in Animal part 2 and pushpa 3 ...

[ISatya]

Sir being a follower since 2017 sept. Invested via mutual funds with a xirr of 25% apx. Please advise on mirae asset emerging bluechip (50% of my sip goes into this fund)- whether to wait or move to other fund as it's been a laggard since 2/3 years. Again thank you for your efforts in helping us tuuchh pranis🙏

[Advanil]

Ade Mastar smiling 😊😊
Justifying investing in MF

[sachinwakchaure-wi]

When to expect Diwali special discounts on Yadnya’s research products ???

[giteshkanabar]

Should now I invest in large cap where down side is limited?