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Listen "Financial Freedom and Life balance (with Jay Shah part 3)"
Episode Synopsis
In this episode, Jay Shah ( co-founder of One Tree Hill Prime Wealth https://onetreehill.in/ and / https://www.instagram.com/othwealth and / https://www.youtube.com/channel/UCGYubL9GjJLVeUpEKJTBX0w ) delves into his investment portfolio allocation, with a strong focus on equities and zero real estate investment. He explains how dividing investments among large, mid, and small caps can balance risk and returns. Jay also discusses various investment avenues such as direct equity, mutual funds, and more. He offers insights into the financial decision-making process, especially for NRIs, emphasizing the importance of understanding one's comfort level and unique circumstances. The session closes with Jay's views on leveraging professional advice and maintaining transparency with clients.
00:00 Introduction to Jay Shah's Portfolio Allocation
00:38 Diversifying Investment Strategies
02:57 Personalized Investment Approaches
05:07 Market Insights and Emotional Control
09:42 Frameworks for NRIs
15:43 The Role of Financial Advisors
20:29 Conclusion and Contact Information
00:00 Introduction to Jay Shah's Portfolio Allocation
00:38 Diversifying Investment Strategies
02:57 Personalized Investment Approaches
05:07 Market Insights and Emotional Control
09:42 Frameworks for NRIs
15:43 The Role of Financial Advisors
20:29 Conclusion and Contact Information
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