Secrets of Wealth: Long-Term Gains Through Asset Allocation | Asset Allocation Portfolio Strategy

#assetallocation #investmentportfolio #financialgoals
Want to expand your investing options but worry about losing money? Sure, markets can be volatile but a disciplined, portfolio-based approach can smooth out the inevitable bumps on the road!
In this episode of Money Skills by Scripbox, Sanjiv Singhal sits down with Rinju Abraham, Chief Business Officer of Scripbox’s PMS business. Rinju shares his extensive knowledge on asset allocation, a crucial part of investment strategy that he helped build out at Scripbox. Learn about the philosophy behind asset allocation, its benefits, and how it can optimize your investment returns while managing risk from a seasoned expert in the field!
IN THIS EPISODE
(0:00) Why not go all-in on one kind of investment?
(02:00) Is there more to investing than just returns?
(05:00) Why diversify your portfolio?
(08:00) Why are equities volatile and bonds are not?
(11:00) How should you deal with uncertain and volatile markets?
(14:00) Why use an advisor rather than DIY?
(16:30) Where does your emergency fund fit in your portfolio?
(19:00) Why consider different market segments and not just go large-cap or small-cap?
(23:00) What are some common asset allocation strategies?
(27:00) How do you implement and maintain asset allocation?
(30:30) When should you rebalance your portfolio?
-------------
Rinju Abraham | Chief Business Officer, PMS, Scripbox
A member of the leadership team with over 17 years spent working at the intersection of Investment Analysis, Personal Finance, and Technology. Hands-on experience across multiple functions, including Index Construction, Index Maintenance, Asset Allocation, Portfolio Construction, Managing a team of Digital Relationship Managers, etc.
Connect with Rinju at:
/ rinju-abraham-aegis
x.com/@AbrahamRinju
Sanjiv Singhal | Founder and Chief Product Officer, Scripbox
Sanjiv Singhal is a Founder and Chief Product Officer of Scripbox and has been working at the intersection of finance & technology for 30+ years. He is a product visionary who wants to take the complexity out of investing and deliver delightful customer experiences
Connect with Sanjiv at:
/ sanjivsinghal
x.com/sanjivsinghal
Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
About Scripbox:
Scripbox, led by Atul Shinghal, Founder and CEO, and Sanjiv Singhal, Founder and Chief Product Officer, is a digital wealth management service.
Founded in 2012, Scripbox is a pioneer in the digital financial services space and is recognised for creating simple and elegant user experiences in a complex domain. Scripbox uses proprietary algorithms to deliver a holistic view of investments, as well as personalised recommendations for better outcomes.
Scripbox has been recognised as the 2nd most influential financial services brand globally by LinkedIn and has received the Financial Express’ Best Bank Award.
Quick facts:
AUM: 18000 crore
Reach in 1650+ cities and towns across India
Subscribe to the Scripbox UA-cam channel for more finance-related content:
/ scripbox
Follow Scripbox on :
LinkedIn: invite.scripbox.com/sWfe/v3pa...
Twitter: invite.scripbox.com/sWfe/nizc...
Instagram: link.scrpbx.co/sWfe/f10d7g4r
Download the Scripbox App:
Google Play Store: play.google.com/store/apps/de...
Apple App Store: apps.apple.com/us/app/scripbo...
#investmentportfolio #financialgoals #assetallocation #podcast

[@sajukumarc11]

Very Good Content 👍

[@keepthingssimple88]

Long story short 'Hire an adviser'

[@bharathin7288]

Very informative 👍🏻

[@manishgdave1474]

Can you pl do back testing of 7 twelve portfolio as given by Dr. Craig in US where each 12 asset has 8.33% weight in the Indian
context
ua-cam.com/video/ItmmwvCBJqg/v-deo.htmlsi=cmgdZ9VsaQkIIgOI