Videos

𝐖𝐡𝐲 𝐝𝐨 𝐩𝐞𝐨𝐩𝐥𝐞 𝐥𝐨𝐬𝐞 𝐦𝐨𝐧𝐞𝐲 𝐢𝐧 𝐄𝐪𝐮𝐢𝐭𝐢𝐞𝐬? 📉
𝐈𝐬 𝐢𝐭 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐄𝐪𝐮𝐢𝐭𝐲 𝐢𝐬 𝐢𝐧𝐡𝐞𝐫𝐞𝐧𝐭𝐥𝐲 𝐭𝐨𝐨 𝐫𝐢𝐬𝐤𝐲?

Or could it be because of how we invest in Equity? 🤔

We often blame the market when things go wrong. But many investment mistakes happen because of our own behaviour - impatience, overconfidence, chasing quick returns, or may be just simply approaching the stock market with the wrong expectations.

🎥 𝘐𝘯 𝘵𝘩𝘪𝘴 𝘷𝘪𝘥𝘦𝘰, 𝘐 𝘵𝘢𝘭𝘬 𝘢𝘣𝘰𝘶𝘵 𝘵𝘩𝘦 𝘮𝘢𝘪𝘯 𝘳𝘦𝘢𝘴𝘰𝘯𝘴 𝘸𝘩𝘺 𝘐 𝘧𝘦𝘦𝘭 𝘴𝘰𝘮𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘭𝘰𝘴𝘦 𝘮𝘰𝘯𝘦𝘺 𝘪𝘯 𝘌𝘲𝘶𝘪𝘵𝘪𝘦𝘴, 𝘤𝘰𝘶𝘯𝘵𝘪𝘯𝘨 𝘵𝘩𝘦𝘮 𝘥𝘰𝘸𝘯 𝘧𝘳𝘰𝘮 𝘕𝘰. 3 𝘵𝘰 𝘕𝘰. 1. 𝘈𝘯𝘥 𝘪𝘯𝘵𝘦𝘳𝘦𝘴𝘵𝘪𝘯𝘨𝘭𝘺, 𝘮𝘺 𝘕𝘰. 1 𝘩𝘢𝘴 𝘷𝘦𝘳𝘺 𝘭𝘪𝘵𝘵𝘭𝘦 𝘵𝘰 𝘥𝘰 𝘸𝘪𝘵𝘩 𝘸𝘩𝘪𝘤𝘩 𝘴𝘵𝘰𝘤𝘬 𝘰𝘳 𝘧𝘶𝘯𝘥 𝘺𝘰𝘶 𝘤𝘩𝘰𝘰𝘴𝘦.

Equity can be a wonderful wealth-creation asset. But only if we approach it with the right mindset, discipline and time horizon. 📈

Happy investing! 😊

#Investing #EquityInvesting #StockMarket #MutualFunds #FinancialPlanning #PersonalFinance
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I am a Crisil-NISM Certified Wealth Manager, Chartered Retirement Goal Planner, and an AMFI Certified MFD and SIFD (ARN 41228) helping people manage their investments better.

www.investeve.in
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Why do investors lose money in stocks? #stocks #investing #equity

𝗜 𝗱𝗼𝗻'𝘁 𝘁𝗵𝗶𝗻𝗸 𝗦𝗺𝗮𝗹𝗹𝗰𝗮𝘀𝗲 𝗶𝘀 𝗯𝗲𝘁𝘁𝗲𝗿 𝘁𝗵𝗮𝗻 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀 ❌
𝗔𝗻𝗱 𝗜 𝗱𝗼𝗻'𝘁 𝘁𝗵𝗶𝗻𝗸 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱 𝗶𝘀 𝗯𝗲𝘁𝘁𝗲𝗿 𝘁𝗵𝗮𝗻 𝗦𝗺𝗮𝗹𝗹𝗰𝗮𝘀𝗲 𝗲𝗶𝘁𝗵𝗲𝗿 ❌

In fact, to ask which one is better is probably a wrong question in itself.

𝘛𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯 𝘪𝘴: 𝘞𝘩𝘪𝘤𝘩 𝘰𝘯𝘦 𝘪𝘴 𝘣𝘦𝘵𝘵𝘦𝘳 𝘧𝘰𝘳 𝘺𝘰𝘶? ✅

Every investment product has its own strengths. Understanding those strengths along with the trade-offs is far more important than chasing the latest trend.

🎥 In this video, I explain 𝘁𝘄𝗼 𝗸𝗲𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲𝘀 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗦𝗺𝗮𝗹𝗹𝗰𝗮𝘀𝗲𝘀 𝗮𝗻𝗱 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀 𝘁𝗵𝗮𝘁 𝗰𝗮𝗻 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁𝗹𝘆 𝗶𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲.

Watch the video before deciding which path is right for you.

Happy Investing! 😊

#Smallcase #MutualFunds #Investing #FinancialPlanning #Investeve
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I am a Crisil-NISM Certified Wealth Manager, Chartered Retirement Goal Planner, and an AMFI Certified MFD and SIFD (ARN 41228) helping people manage their investments better.

www.investeve.in
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What is Smallcase and is it the right investment for you? #smallcase

𝗢𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗮𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲𝘀 𝗼𝗳 𝗛𝘆𝗯𝗿𝗶𝗱 𝗳𝘂𝗻𝗱𝘀 𝗶𝘀 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗺𝗼𝘀𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗻𝗲𝘃𝗲𝗿 𝘁𝗵𝗶𝗻𝗸 𝗮𝗯𝗼𝘂𝘁. 🤔

Imagine you decide that your portfolio now needs less equity and more debt, or more Gold. If you make these changes in your own portfolio, by selling and buying units, there will be tax implications.

But when a 𝗛𝘆𝗯𝗿𝗶𝗱 𝗙𝘂𝗻𝗱 𝗺𝗮𝗻𝗮𝗴𝗲𝗿 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗵𝗲 𝗮𝘀𝘀𝗲𝘁 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 𝘸𝘪𝘵𝘩𝘪𝘯 𝘵𝘩𝘦 𝘧𝘶𝘯𝘥, 𝘁𝗵𝗲𝗿𝗲 𝗶𝘀 𝗻𝗼 𝗶𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲 𝗶𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝘆𝗼𝘂 𝗮𝘀 𝘁𝗵𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿. This is one of the main reasons all my clients have Hybrids in their portfolio

Now there is an SIF category which has been designed to do exactly this - it's called 𝗔𝗰𝘁𝗶𝘃𝗲 𝗔𝘀𝘀𝗲𝘁 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗼𝗿 𝗙𝘂𝗻𝗱.

It gives fund managers 𝗴𝗿𝗲𝗮𝘁𝗲𝗿 𝗳𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 in managing asset allocation, along with a 𝘄𝗶𝗱𝗲𝗿 𝗿𝗮𝗻𝗴𝗲 𝗼𝗳 𝗵𝗲𝗱𝗴𝗶𝗻𝗴 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘁𝗵𝗮𝗻 𝘁𝗿𝗮𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗺𝘂𝘁𝘂𝗮𝗹 𝗳𝘂𝗻𝗱𝘀.

But here's the real question...

𝗗𝗼𝗲𝘀 𝘁𝗵𝗮𝘁 𝗺𝗮𝗸𝗲 𝗮𝗻 𝗔𝗰𝘁𝗶𝘃𝗲 𝗔𝘀𝘀𝗲𝘁 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗼𝗿 𝗦𝗜𝗙 𝗮 𝗯𝗲𝘁𝘁𝗲𝗿 𝗰𝗵𝗼𝗶𝗰𝗲 𝘁𝗵𝗮𝗻 𝗮 𝗠𝘂𝗹𝘁𝗶 𝗔𝘀𝘀𝗲𝘁 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱? 🤔

🎥 Watch the video to learn more

Happy investing! 😊
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I am a Crisil-NISM Certified Wealth Manager, Chartered Retirement Goal Planner, and an AMFI Certified MFD and SIFD (ARN 41228) helping people manage their investments better.

www.investeve.in
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What is Active Asset Allocator SIF?

𝗦𝗼𝗺𝗲 𝗽𝘂𝗿𝗰𝗵𝗮𝘀𝗲𝘀 𝗾𝘂𝗶𝗲𝘁𝗹𝘆 𝘀𝘁𝗲𝗮𝗹 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗺𝘂𝗰𝗵 𝗺𝗼𝗿𝗲 𝘃𝗮𝗹𝘂𝗮𝗯𝗹𝗲 𝘁𝗵𝗮𝗻 𝗺𝗼𝗻𝗲𝘆...
𝗧𝗵𝗲𝘆 𝘀𝘁𝗲𝗮𝗹 𝘆𝗼𝘂𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝘄𝗲𝗮𝗹𝘁𝗵. 💰➡️⏳

One of the things I enjoy most about reading 📚 is discovering concepts that completely change the way I look at investing and human behaviour.

This week, I came across one such concept from behavioural economics. It reminded me that personal finance is rarely about numbers alone. It's as much about psychology.

𝘞𝘩𝘺 𝘥𝘰 𝘪𝘯𝘵𝘦𝘭𝘭𝘪𝘨𝘦𝘯𝘵 𝘱𝘦𝘰𝘱𝘭𝘦 𝘰𝘷𝘦𝘳𝘴𝘱𝘦𝘯𝘥? 🤔
𝘞𝘩𝘺 𝘥𝘰 𝘸𝘦 𝘴𝘰𝘮𝘦𝘵𝘪𝘮𝘦𝘴 𝘣𝘶𝘺 𝘵𝘩𝘪𝘯𝘨𝘴 𝘸𝘦 𝘥𝘰𝘯'𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘯𝘦𝘦𝘥?🛍️
𝘞𝘩𝘺 𝘥𝘰𝘦𝘴 𝘭𝘰𝘰𝘬𝘪𝘯𝘨 𝘸𝘦𝘢𝘭𝘵𝘩𝘺 𝘰𝘧𝘵𝘦𝘯 𝘤𝘰𝘮𝘦 𝘢𝘵 𝘵𝘩𝘦 𝘤𝘰𝘴𝘵 𝘰𝘧 𝘣𝘦𝘤𝘰𝘮𝘪𝘯𝘨 𝘸𝘦𝘢𝘭𝘵𝘩𝘺?💎

𝗔𝘀 𝗠𝗼𝗿𝗴𝗮𝗻 𝗛𝗼𝘂𝘀𝗲𝗹 𝘀𝗮𝘆𝘀, "𝗦𝗽𝗲𝗻𝗱𝗶𝗻𝗴 𝗺𝗼𝗻𝗲𝘆 𝘁𝗼 𝘀𝗵𝗼𝘄 𝗽𝗲𝗼𝗽𝗹𝗲 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝗺𝗼𝗻𝗲𝘆 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗳𝗮𝘀𝘁𝗲𝘀𝘁 𝘄𝗮𝘆 𝘁𝗼 𝗵𝗮𝘃𝗲 𝗹𝗲𝘀𝘀 𝗺𝗼𝗻𝗲𝘆."

The more I work with investors, the more I realise that building wealth isn't about finding the next multibagger. 📈 It's about avoiding expensive behavioural mistakes. ⚠️

🎥 This week's video is about one such interesting concept that I recently read about - 𝘵𝘩𝘦 𝘝𝘦𝘣𝘭𝘦𝘯 𝘌𝘧𝘧𝘦𝘤𝘵.
Hope you enjoy watching it as much as I enjoyed making it 🙂

Happy Investing!
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I am a Crisil-NISM Certified Wealth Manager, Chartered Retirement Goal Planner, and an AMFI Certified MFD and SIFD (ARN 41228) helping people manage their investments better.

www.investeve.in
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Have you heard of the Veblen Effect?

𝗜 𝗱𝗼𝗻'𝘁 𝘁𝗵𝗶𝗻𝗸 𝗦𝗺𝗮𝗹𝗹𝗰𝗮𝘀𝗲 𝗶𝘀 𝗯𝗲𝘁𝘁𝗲𝗿 𝘁𝗵𝗮𝗻 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀 ❌
𝗔𝗻𝗱 𝗜 𝗱𝗼𝗻'𝘁 𝘁𝗵𝗶𝗻𝗸 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱 𝗶𝘀 𝗯𝗲𝘁𝘁𝗲𝗿 𝘁𝗵𝗮𝗻 𝗦𝗺𝗮𝗹𝗹𝗰𝗮𝘀𝗲 𝗲𝗶𝘁𝗵𝗲𝗿 ❌

In fact, to ask which one is better is probably a wrong question in itself.

𝘛𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯 𝘪𝘴: 𝘞𝘩𝘪𝘤𝘩 𝘰𝘯𝘦 𝘪𝘴 𝘣𝘦𝘵𝘵𝘦𝘳 𝘧𝘰𝘳 𝘺𝘰𝘶? ✅

Every investment product has its own strengths. Understanding those strengths along with the trade-offs is far more important than chasing the latest trend.

🎥 In this video, I explain 𝘁𝘄𝗼 𝗸𝗲𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲𝘀 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗦𝗺𝗮𝗹𝗹𝗰𝗮𝘀𝗲𝘀 𝗮𝗻𝗱 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀 𝘁𝗵𝗮𝘁 𝗰𝗮𝗻 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁𝗹𝘆 𝗶𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲.

Watch the video before deciding which path is right for you.

Happy Investing! 😊

#Smallcase #MutualFunds #Investing #FinancialPlanning #Investeve
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I am a Crisil-NISM Certified Wealth Manager, Chartered Retirement Goal Planner, and an AMFI Certified MFD and SIFD (ARN 41228) helping people manage their investments better.

www.investeve.in
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Smallcase VS Mutual Funds

⏳ 𝗟𝗮𝘀𝘁 𝘄𝗲𝗲𝗸 𝗼𝗳 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘆𝗲𝗮𝗿 𝗮𝗻𝗱 𝘀𝗼𝗺𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗱𝗼 𝗻𝗼𝘁 𝗰𝗼𝗺𝗲 𝗯𝗮𝗰𝗸 𝗮𝗳𝘁𝗲𝗿 𝟯𝟭𝘀𝘁 𝗠𝗮𝗿𝗰𝗵.

One of the most important (and most ignored) ones? 𝗧𝗮𝘅 𝗛𝗮𝗿𝘃𝗲𝘀𝘁𝗶𝗻𝗴.
Every year, you get a ₹𝟭.𝟮𝟱 𝗹𝗮𝗸𝗵 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗴𝗮𝗶𝗻𝘀 𝗲𝘅𝗲𝗺𝗽𝘁𝗶𝗼𝗻 on equity investments. 𝗜𝗳 𝘆𝗼𝘂 𝗱𝗼𝗻’𝘁 𝘂𝘀𝗲 𝗶𝘁 𝗯𝗲𝗳𝗼𝗿𝗲 𝟯𝟭𝘀𝘁 𝗠𝗮𝗿𝗰𝗵 - 𝘆𝗼𝘂 𝗹𝗼𝘀𝗲 𝗶𝘁 𝗳𝗼𝗿𝗲𝘃𝗲𝗿.

This is also a great time to:
✔ Book gains efficiently
✔ Exit underperforming funds
✔ Offset capital losses (subject to tax rules)

But most investors either don’t know this or don't know how to take full advantage of it.

If this sounds confusing, a conversation with your investment partner can help you 𝘀𝗮𝘃𝗲 𝘁𝗮𝘅 𝗮𝗻𝗱 𝗰𝗹𝗲𝗮𝗻 𝘂𝗽 𝘆𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗮𝘁 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝘁𝗶𝗺𝗲.

🎥 In this video, I have explained how you can use this period as a smart financial checkpoint - not just for tax, but for your overall investment plan.

Act before 31 March 2026, if missed then wait for 31 Mar 2027!!

𝘏𝘢𝘱𝘱𝘺 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨!
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I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD and SIFD (ARN 41228) helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them.

www.investeve.in

Financial Year end : Two things you must do! #financialyear #taxharvesting

If you are looking to 𝗱𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆 𝘆𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹𝗹𝘆, there are broadly three ways to do it:

1️⃣ International Mutual Funds
2️⃣ Direct overseas investing through online broker platforms
3️⃣ 𝗚𝗜𝗙𝗧 𝗖𝗶𝘁𝘆 𝗴𝗹𝗼𝗯𝗮𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀

The first option used to be the easiest. But most international mutual funds are currently closed for fresh subscriptions due to RBI limits on overseas investments.

The second option works, but it comes with additional compliance requirements and foreign asset disclosures while filing your taxes. With Direct equity investing, you have to do the stock picking yourself.

The 𝘁𝗵𝗶𝗿𝗱 𝗼𝗽𝘁𝗶𝗼𝗻 - 𝗚𝗜𝗙𝗧 𝗖𝗶𝘁𝘆 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 - is least known by investors.
It offers a regulated way to invest globally while sitting right here in India, and is a great way to diversify your investments. 𝗜𝘁 𝘂𝘀𝗲𝘀 𝘁𝗵𝗲 𝗟𝗥𝗦 𝗿𝗼𝘂𝘁𝗲 𝘄𝗵𝗶𝗰𝗵 𝗶𝘀 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗳𝗼𝗿 𝘂𝗽𝘁𝗼 $𝟮𝟱𝟬,𝟬𝟬𝟬 𝗽𝗲𝗿 𝗽𝗲𝗿𝘀𝗼𝗻 𝗽𝗲𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘆𝗲𝗮𝗿 (𝗜𝘁 𝗰𝗮𝗻𝗻𝗼𝘁 𝗯𝗲 𝗰𝗮𝗿𝗿𝗶𝗲𝗱 𝗳𝗼𝗿𝘄𝗮𝗿𝗱 𝗶𝗳 𝘆𝗼𝘂 𝗱𝗼𝗻𝘁 𝘂𝘀𝗲 𝗶𝘁 𝗯𝘆 𝟯𝟭-𝗠𝗮𝗿-𝟮𝟬𝟮𝟲)

Your investments are denominated in 𝗨𝗦𝗗, which means 𝘆𝗼𝘂 𝗮𝗹𝘀𝗼 𝗯𝗲𝗻𝗲𝗳𝗶𝘁 𝗶𝗳 𝘁𝗵𝗲 𝗱𝗼𝗹𝗹𝗮𝗿 𝘀𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝗲𝗻𝘀 𝗮𝗴𝗮𝗶𝗻𝘀𝘁 𝘁𝗵𝗲 𝗿𝘂𝗽𝗲𝗲.

In this video, I explain how this structure works and why it’s becoming an interesting option for investors looking for global diversification.

🎥 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝘃𝗶𝗱𝗲𝗼 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗼𝘂𝘁𝗯𝗼𝘂𝗻𝗱 𝗚𝗜𝗙𝗧 𝗖𝗶𝘁𝘆 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝘄𝗼𝗿𝗸𝘀 𝗼𝗽𝗲𝗻𝗶𝗻𝗴 𝗮 𝗻𝗲𝘄 𝗴𝗮𝘁𝗲𝘄𝗮𝘆 𝘁𝗼 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴.

#GlobalInvesting #GIFTcity #Internationaldiversification #Investeve #Wealthmanagement #SmartInvesting
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I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD and SIFD (ARN 41228) helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them.

www.investeve.in

Global Diversification with GIFT City #giftcity #globalinvesting

SIF - Same Category BUT Different Risk Return #sif #investingmistakes

𝗧𝗵𝗲 𝗻𝗲𝘄 𝘆𝗲𝗮𝗿 𝗼𝗳𝘁𝗲𝗻 𝗯𝗿𝗶𝗻𝗴𝘀 𝗯𝗶𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗿𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 - 𝗯𝘂𝘁 𝗹𝗮𝘀𝘁𝗶𝗻𝗴 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝗰𝗼𝗺𝗲 𝗳𝗿𝗼𝗺 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗯𝗮𝘀𝗶𝗰𝘀 𝗿𝗶𝗴𝗵𝘁. 🎯

In this video, I share three simple principles that can significantly improve your investment journey:
📊 Getting asset allocation right
🔍 Staying aware of new opportunities without rushing into them
🚀 Taking action instead of overthinking

𝘕𝘰 𝘥𝘳𝘢𝘮𝘢𝘵𝘪𝘤 𝘮𝘰𝘷𝘦𝘴. 𝘑𝘶𝘴𝘵 𝘤𝘭𝘢𝘳𝘪𝘵𝘺, 𝘤𝘰𝘯𝘴𝘪𝘴𝘵𝘦𝘯𝘤𝘺, 𝘢𝘯𝘥 𝘤𝘰𝘮𝘮𝘪𝘵𝘮𝘦𝘯𝘵.
𝘉𝘦𝘤𝘢𝘶𝘴𝘦 𝘸𝘩𝘦𝘯 𝘵𝘩𝘦 𝘧𝘰𝘶𝘯𝘥𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘳𝘪𝘨𝘩𝘵, 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘣𝘦𝘤𝘰𝘮𝘦𝘴 𝘧𝘢𝘳 𝘭𝘦𝘴𝘴 𝘤𝘰𝘮𝘱𝘭𝘪𝘤𝘢𝘵𝘦𝘥.

How to invest smarter in 2026? #investingideas #assetallocation #smartinvesting

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