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Ask EP-191: This is Financial Planning!

Original: Ask - EP 191 Financial Planning అంటే ఇది!

83.6K views · Oct 20, 2024 · 29:26 min · Watch on YouTube ↗
Takeaway

Don't pick NPS purely on low expense — MFs can deliver better long-term alpha; book profits selectively based on business quality.

Summary

  • Goldiam International up 160% — discusses booking profits vs staying invested in jewellery exporter
  • JM Financial: improving Capital Markets/AMC/lending business after weak 2008 decade
  • NPS vs mutual funds: NPS has low 0.09% expense ratio but MFs can deliver better alpha long-term
  • Term insurance and health-cover plan for 55-yr-old layoff victim with ₹40 lakh corpus, ₹40k expenses
  • Covers PG Electroplast and spice jet turnaround story
NPSFinancialPlanningGoldiam
Original description
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Ask Money Purse Show EP - 191
Date - 20-10-2024

Welcome to the Ask Money Purse Show, your ultimate destination for all things personal finance! If you're looking to get insightful answers to your burning questions about personal finance, stock markets, insurance, mutual funds, taxation, and more, you're in the right place.

Hosted by a finance enthusiast dedicated to helping you navigate the complex world of money management, the Ask Money Purse Show covers a wide range of topics to empower you with the knowledge you need to make informed financial decisions. Whether you're a beginner trying to understand the basics or an experienced investor looking for advanced strategies, our show has something for everyone.

Each episode, we pick questions from our YouTube comments section and provide detailed, easy-to-understand answers. No question is too big or small – we believe every financial query deserves attention. From the intricacies of tax planning to the nuances of stock market investing, we aim to break down complex concepts into simple, actionable advice.

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Team Money Purse

00:00 Interesting developments in this Rs.160 Stock
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11:33 Fantastic Financial Planning
15:30 My View changed on this Company
18:10 Sunday Funday
19:08 Investment in Capital Market Index?
21:35 Why my Stocks are not performing?
23:56 Checklist for Porting your Insurance
25:10 How my Mutual Funds get Protected?
26:48 Fraud in ICICI Bank