Investment Secrets of the Wealthy | Tips for Young Millennial Investors | DSP Mutual Fund

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In this video, Mr. Amit Bivalkar, MD and CEO of Sapient Wealth Advisors and Ms. Sumana Datta, Head of Financial Wellness at DSP Investment Managers Pvt Ltd. talk about how the wealthy invest their money and the questions that the growing number of millennial investors have. With various investment avenues like start-ups, cryptocurrencies and NFTs, Young millennial investors might wonder where to invest their money and how to generate wealth. Having vast experience in wealth management, Mr. Amit shares with the viewers the importance of goal planning, self-discipline and asset allocation. This video can help Young millennial investors learn how ultra-high net worth individuals approach investing.

00:00:00 Introduction
00:02:45 Why started with Sapient Wealth Advisors?
00:05:21 Talked about the Company and Investors.
00:06:30 Discussion of Good Portfolio and Process of Sapient.
00:09:45 A scope for Growth in Start-Ups, AIF, REIT, and PMS Funds.
00:10:52 Risk Profiling and Goal setting for clients
00:14:01 Advice that Millennials should keep in mind.
00:21:18 Don’t follow Tips, Study the Balance Sheet and then Invest.
00:23:23 Difference between Earning money and Generating money.
00:27:14 Asset Allocation and Portfolio Rebalancing
00:30:30 Understanding Market fluctuations and behavior of the Investors.
00:33:58 How a recession is an opportunity for Clients.
00:37:33 Value of advice – Alpha Generation (the process of generating absolute returns)
00:39:54 Philanthropic Activities

#investingsecrets #wealthy #investmenttips #investment #MillennialInvestors #dspmutualfund
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About DSP Investment Managers: We are a leading Indian asset management firm with a two-decade+ track record, and we're focused on helping you #InvestForGood. Today, over 3 million Indian & International investors trust us with their hard-earned money. DSP Group, the family behind DSPIM, is one of the oldest financial services companies in India, with a rich heritage & history of over 150 years. Our mission is to help you grow your wealth, the 'Right' Way, and we continue to focus relentlessly on doing what is best for you. Know more about us at https://bit.ly/DSPMF_AboutUs
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