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NISMMasterclass with C. J. George E04: To create wealth you need to stay investment through Market Cycles

In this Masterclass, in conversation with Mr. Sashi Krishnan, Director, NISM, Mr. C. J. George, MD and CEO of Geojit Financial Services Ltd., discusses a wide range of issues of the brokerage industry, wealth management, financial services distribution, investment cycles, application of technological advances, financial literacy, etc.

He specifically touches upon the following:
a. Conflict of interest in the brokerage industry
b. Branch model vs. sub-broker model
c. Listed company with long-term relationships with strategic and financial investors, like Way2wealth, KSIDC, BNP-Paribas, etc.
d. Strategies of Investment portfolio vs. Trading portfolio.
e. Selling financial products vs. financial solutions: Goal and risk tolerance based financial planning
f. Purpose of our existence: Taking investors through the journey of wealth creation – We are here to make money for our clients
g. STEP Analysis/Process for financial planning (Geojit)
h. Pioneer in Internet trading space
i. Digital financial services vs. Phygital financial services | Transaction is not an end but a means to a journey to create wealth for our clients
j. How as a responsible broker we discourage reckless trading in derivatives by our clients?
k. Investors who remained invested through cycles and made enormous wealth

Time Stamps:

00:37 - Introduction to C. J. George and His Journey
03:53 - Investment Philosophy, Market Evolution and Regulation
18:04 – Shift in investment Preferences
20:15 - Investment Strategies and Education
34:06 - Background of Internet Trading Platforms
35:32 - Client Relationship Philosophy
38:04 - Generational Wealth and Risk Perception
39:30 - Transaction Costs and Trading Behavior
42:31 - Risks in Derivative Trading
48:28 - Challenges for Non-Resident Indians (NRIs)
54:08 - Ethical and ESG Investments
56:55 - Impact of Technology on Investing
01:00:43 - Investment Discipline and Market Outlook

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For more details on upcoming Masterclass, Visit: https://www.nism.ac.in/masterclass/

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Disclaimer:
"All the views, ideas, comments, opinions, and statements expressed in this NISM Masterclass are personal and solely those of the Host and the Guest, and the National Institute of Securities Markets (NISM) neither subscribe to nor endorse the same. They should not be considered as professional financial advice. Viewers are recommended to consult relevant material and conduct their due diligence before making investment decisions. NISM shall not be held liable and/or responsible in any manner whatsoever for any loss to anyone arising out of the use of information provided herein. None of the statements or comments in this interaction are meant to hurt/defame the sentiments of any person, community, institution, nationality, profession, gender, etc. in any manner."