Feroze Azeez ๐ฎ๐ณ
@feroze_azeez
Deputy CEO @ARWealth | Helping HNI's & UHNI's amplify their wealth for over 20 years | Financial Markets Expert.
ID:730334046140563456
http://anandrathiwealth.in 11-05-2016 09:49:40
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Having clear investment timelines will aid informed decisions:
- There is need to simplify capital gain taxation
- Long term for debt is 3 years, while equity is only 1 year, creating discrepancy
- Exit loads should act as a guide for the minimum investment period
Kavita Thapliyal/เคเคตเคฟเคคเคพ เคฅเคชเคฒเคฟเคฏเคพเคฒ
Indian household savings exhibit signs of financialization:
- Equity investments represent only 4-5% of household savings
- India requires robust companies for stable financialization
- Without them, Indian households face hurdles in equity participation
Shail Bhatnagar
FIIโs confidence in Indian marketโs potential is high:
- The broader market and small-cap indices have outperformed Nifty this year
- FII have a preference towards the continuity of the government
- Nifty's returns are expected to be at 12-13% in the next 4-5 years
Neeraj Bajpai
SIPs and STPs help efficiently reduce risk:
- They both enable phased investments, benefiting from market fluctuations
- STPs begins with investing in debt fund & transferring to equity
- With SIPs money is debited directly from the bank account
Swati Raina
Diversification is crucial for reducing market risk:
- Asset-level: Donโt get attached to a specific asset class
- Product-level: Invest in several MF schemes from the 385 active schemes
- AMC-level: Avoid concentrating all investments in a single fund house
Swati Raina
SIPs require long-term consistency:
- Be focused on long-term goals; avoid distractions due to market fluctuations
- Donโt worry about market falls; it allows buying units at lower prices
- Volatility benefits SIPs; market's frequent drops show its cyclical nature
Sonal Bhutra
Standard Deviation helps measure risk in Equity Markets:
- With an expected 14% return and 8% standard deviation, actual returns can range from 6% to 22%
- Lower standard deviation implies lower risk
- Excel offers built-in formula which simplifies risk assessment
Swati Raina
Embrace market fluctuations as they often lead to higher returns:
- Invest in MFs consistently, regardless of market timing
- Similar to how expenses & income are recurring, investments should be as well
- Give equity the same time to grow as real estate & gold
Anchor Dr. Tanwi Sinha