Dhirendra Kumar on Navigating India's Investment Landscape | Courtesy: NISM Masterclass
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- Опубліковано 19 вер 2024
- In this insightful NISM Masterclass episode, Sashi Krishnan, Director at the National Institute of Securities Markets (NISM), interviews Dhirendra Kumar, CEO of Value Research. Dhirendra shares his decades-long experience in the Indian securities market, offering valuable advice on identifying growth opportunities, navigating the mutual fund maze, and managing risk in today's market. He also reflects on his investment philosophy, inspired by Peter Lynch and Warren Buffett, and discusses the future of robo-advisors and the evolving role of investment advisors. Don't miss this must-watch conversation for individual investors!
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Courtesy: National Institute of Securities Markets (NISM)
NISM is a public trust established by SEBI, aimed at enhancing quality standards in securities markets through education and capacity-building initiatives.
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Timestamps:
02:46 You've been in the advisory business for 30 years. Were you ever tempted to shift to fund management or distribution? Why did you choose to stay in this space?
08:35 Do you think there's a future for those becoming Registered Investment Advisors, given the growing demand for investment advice and wealth creation?
11:03 In your 30 years in the securities market, can you share two highs and two lows that have shaped your investment approach and advice?
16:46 The 1992-2014 period was a rollercoaster, while 2014-2024 has been relatively calm with steady market growth. How do you see the markets evolving from 2024 to 2034?
24:03 The mutual fund space has become complex with over 1,500 schemes and 44 AMCs. How would you advise individual investors to navigate this?
30:23 Investment advisors often suggest setting financial goals, starting early, doing SIPs, and staying invested long-term, but many struggle with these. Given your experience, how do you help people navigate these challenges to build wealth?
34:57 How do you make that move from saving to investment to investing in a structured way?
38:03 Say you had a 24-year-old individual investor; what would you suggest would be an ideal asset allocation?
40:52 What's your take on active vs passive, direct vs regular, and diversified vs sectoral funds for seasoned investors?
42:50 Are investment advisors today equipped to play the role of a psychiatrist?
47:16 With so many thematic, sectoral, and diversified funds being launched, how does one decide which suits them the best?
51:01 With the rise in demat accounts and 41% of derivative trading being retail, do you think this reflects a shift toward higher risk-taking, or is it just that younger investors find mutual funds boring compared to active equity and derivatives?
53:43 Do you think that there is now a better understanding of risk?
56:42 As a fan of Peter Lynch and Warren Buffett, what two timeless lessons from them do you find still relevant for today's investors?
59:04 Robo-advisors are gaining popularity, with many believing they'll dominate investment advice in the future. How do you see this evolving, and where do you see the role of human advisors?
01:02:37 If there were two pieces of advice you would give an individual first-time investor, what would they be?
01:03:31 At what point in life would it be a good idea to move a part of your allocation out of equity into debt?
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Welcome to Value Research, your go-to source for insightful investment guidance and financial planning. With over three decades of experience, we empower savers to make informed decisions through independent research, fund ratings, stock analyses, and mutual fund insights. Trusted by individual investors and industry leaders alike, our channel provides expert answers to common queries about mutual funds, stocks, tax-saving strategies, and more. Join us for in-depth analyses, practical advice, and top-tier investment recommendations to achieve your financial goals and secure your financial freedom.
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Thanks for Watching - Dhirendra Kumar on Navigating India's Investment Landscape | Courtesy: NISM Masterclass
Dhirender had silently created more wise investors and have given great value in the investors. Community. I have great respect for dhirender. I eagerly await his Friday hangout every week. It is a desert to my Friday lunch.
I am truly grateful to Dhirendra Kumar's Sir advice for more than a decade on choosing what kind of funds to choose and avoid, when no such specific books or advisors were commonly available in Chennai.
Excellent perspective! Thank you so much. Dhirendra is my investment Guru for last two decades or more, Despite being a Chartered accountant myself, I always follow his advice only to benefit from it.
Dhirendra's value research guided me to be an independent investor. He is ahead of market. When the market is volatile always follow Dhirendra, listed to his talks. Key points I learned from him: 1. Do not invest lum-sum, DO NOT loose money, always SIP mode 2. Do not invest in equity if you require the money in less than 3 yrs. 3. When in doubt always trust Index funds. 4. Need money in 2 yrs? start withdrawing now, STP to a liquid fund.
My All Time Hero in investment universe 🎉
Thank you 🙏
Excellent session
Many thanks
Superb Session 🎉
Thanks a ton
Great session❤
Thank you
❤