Master the Art of Asset Allocation for Financial Success with
Yadnya Investment Academy Yadnya Investment Academy
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 Published On Apr 11, 2023

Are you tired of seeing your investments stagnate or even decrease in value? Do you want to learn how to maximize your returns and minimize your risks? Then this video is for you! In this video, we will teach you everything you need to know about asset allocation strategies, a proven method for optimizing your investment portfolio.

First, we will explain what asset allocation is and why it's important. Then, we will dive into the different types of assets you can invest in, such as stocks, bonds, and real estate. We will also discuss the pros and cons of each asset class and how to determine which ones are right for you.

Next, we will cover the different asset allocation strategies, including the traditional approach of diversification and the more modern approach of factor investing. We will explain how to create a balanced portfolio that aligns with your investment goals and risk tolerance.

By the end of this video, you will have a solid understanding of asset allocation strategies and how to apply them to your own investment portfolio. Don't miss out on this opportunity to maximize your investments and achieve your financial goals!

00:00 Guest Introduction
00:56 Journey of working with different financial institutions
03:02 Mistakes of Mr. Shankar Nath when he started investing
10:03 What is Asset Allocation?
14:26 Which Asset Allocation method are you comfortable with?
16:41 Strategy for investment in gold
21:00 Are ETFs best option to invest in Gold?
21:50 What kind of portfolio beginners should have?
25:37 Go-to Investment options for beginners
27:19 Direct Equities vs Mutual Funds Investments
31:41 Investing your time for research before investing
33:41 Most underrated instrument in investing
37:32 PPF hardly beat inflation so why to invest in it?
40:13 How investors should manage their assets in volatile markets?
42:42 Message for retail investors to survive in current market
47:09 My Bullish Game
48:36 Indian stock market in three words

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LEGAL DISCLAIMER:

Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.


DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:

Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.

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