समतोल गुंतवणूक- दीर्घकालीन परतव्याची गुरूकिल्ली

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समतोल सांभाळला, कि गोष्टी व्यवस्थित जुळून येतात. एखाद्याला कितीही गोड किंवा तिखट आवडत असलं, तरी फक्त त्याच गोष्टीचा अतिरेक केला तर पुढे त्रास हा ठरलेला. आयुष्याच्या सर्व अंगांमध्ये समतोल सांभाळणारे आपण, आपल्या कष्टाच्या कमाईच्या गुंतवणुकीमध्ये तो पाळतो का?

सर्वसाधारण पणे गुंतवणूक हि चार प्रकारांमध्ये मोडते, स्थावर मालमत्ता, दागदागिने, बँकेच्या एफ डी किंवा रोखे, आणि शेयर मार्केट. बऱ्याच वेळेला असं दिसतं, कि गुंतवणूकदार एक-दोन प्रकारांमध्येच बहुतांश संपत्ती गुंतवून असतात. पण दीर्घकाळाचा विचार करता हे अजिबात योग्य नाही.

अचानक पैश्यांची निकड लागली तर ते उभे करता येतील का? उद्या अति महागाई आली किंवा मंदी आली तर काय? कुठेही पैसे गुंतवताना हे विचार मनात असतातच. आजच्या जागरूक गुंतवणूकदाराला भविष्यातले जे प्रश्न भेडसावताहेत, त्याची उत्तरे ह्या गुंतवणुकींच्या गर्भात दडलेली आहेत.

ह्या प्रश्नांची उत्तरे तज्ञांकडून जाणून घेण्यासाठी जरूर ऐका हे मराठी सादरीकरण – ‘समतोल गुंतवणूक’. भविष्याचे निर्णय घेण्यासाठी आजची अठरा मिनिटे जरूर घालवा, कदाचित हि अठरा मिनिटे तुमची सर्वात उत्तम गुंतवणूक ठरेल. Read More

Moats via Economies of Scale

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What enables Walmart and Maruti Suzuki to have an edge over their competitors? It’s their economic moat that prevails year over year, increasing the gap between them and other market participants. But how to judge which companies have a moat, and which ones do not?

In the last podcast of the three part series on moats, equity experts discuss the source of moat, and also warn about possible pitfalls while using the moats criteria alone. Read More

Consumer Preference – A True Business Moat

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An economic moat is a very important concept to assess the quality of a business. But what is a moat, really? And does it matter whether our portfolios have moat stocks or is it just an academic feel good exercise? Join us in the discussion about the concept of moats, how and why they matter and most importantly, their importance for a prudent investor.

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India – The Land of Rising NPAs

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A bank’s Non-Performing Assets – NPA – is a sign of its health. Learn more about this key parameter that determines the future of the bank as well as its shareholders.

Analysts discuss the meaning of and the reasons behind NPA, its impact on business cycle, and the effect of the cleaning-up-of-books exercise by RBI on the latest surge in NPAs.
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Role of Gold in Portfolio

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45 years ago, the world got off the gold standard and entered into an era of fiat currencies. So what does that make of the significance of gold for an investor?
We are joined by Mr. Prashant Trivedi, the Chairman of Multi Act group, who advises the prudent steps for an investor for insuring his portfolio against impeding storms, especially in the current economic scenario.
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Portfolio Management Services (SEBI Registration No. INP000002965) are offered through Multi-Act Equity Consultancy Private Limited (CIN: U67120PN1993PTC074692), which is a wholly-owned subsidiary of Multi-Act Trade and Investments Private Limited; Investment Advisory Services (SEBI Registration No. INA000008589) are offered through Multi-Act Trade and Investments Private Limited (CIN: U65920MH1997PTC109513).