Personal Finance Q&A Satsang | Parimal Ade

AI Generated Timestamps
00:00:00 Start
00:01:20 Upcoming Mumbai Session
00:03:48 Financial Independence and Term Insurance
00:08:13 Whether to book profits in small-cap investments?
00:09:20 Investment Horizon and Portfolio Allocation
00:10:10 Medical Insurance and Funds
00:12:21 Evaluating whether a large investment in an AIF is suitable for retirement goals
00:34:11 Financial Planning for Major Purchases
00:37:48 Reallocating funds from equities to diversified investments
00:39:15 General Personal Finance Advice
00:40:25 Capital Gains Tax and Index Funds
00:42:00 Surrender LIC policies and invest in growth portfolios
00:49:45 Equity Allocation Strategies
00:54:01 Market Cap and Future Predictions
00:56:15 NPS and Aggressive Investment
00:56:49 Session Booking and Future Plans
00:59:14 ULIP vs Mutual Funds
01:00:11 Investing ₹30 lakhs from a fixed deposit into mutual funds
01:03:05 Advises against disturbing the EPF balance
01:04:25 Improving financial literacy to address and resolve investment concerns
01:05:44 Business Cycle Funds vs Sectoral Funds
01:07:50 Gold Investment Options
01:08:41 Emergency Fund Allocation
01:10:00 How to handle investments that have become a significant part of a portfolio
01:11:11 Evolving Financial Planning
01:13:34 Managing Investment Horizon
01:15:45 Asset Allocation Strategies
01:16:29 Asset Allocation Ratios
01:17:47 Managing Overdraft and Liquid Assets
01:18:50 Mutual Funds vs. Stocks
01:19:54 Upcoming Events and Financial Planning