In this episode of Chai Pe Kharcha, we welcome Jay Shah, co-founder of One Tree Hill Prime Wealth (https://onetreehill.in/ and https://www.instagram.com/othwealth). Jay shares his journey in wealth management, having previously scaled the Edelweiss Alpha Fund impressively. He discusses the principles of portfolio construction, risk management versus returns, and the importance of financial freedom and life balance. Jay also shares his personal decision to relocate to a tier-two city for a better quality of life. NRIs interested in personal finance will find valuable insights on navigating the complexities of wealth management and achieving financial independence.

00:00 Introduction and Guest Welcome
01:33 Jay Shah's Career Journey
05:22 Current Market Trends and Insights
08:05 Investment Strategies and Risk Management
14:44 Defining Wealth and Financial Freedom
19:12 Life Choices and Relocation to Coimbatore
25:00 Conclusion and Teaser for Next Episode

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