Sugandha Jha’s Post

I had an incredible experience producing the National Pension System Mahakumbh, where I collaborated with an esteemed panel of experts. Anil Ghelani, CFA Pankaj Mathpal, CFP®, CWM® Nisreen Mamaji CFP . My role extended beyond production as I took full responsibility for scripting the entire 3-hour event. The script was crafted with meticulous attention to detail, based on deep research and a thorough understanding of the National Pension System. From concept to execution, I was involved in every aspect, ensuring that the content was not only informative but also engaging for the audience. My dedication to research and narrative structure helped create a seamless flow for the discussions, driving home key insights for attendees. #NPSMahakumbh!

Is your #Microsoft down too?

#SEBI introduces consultation paper for NEW ASSET CLASS for #Investors #SEBI नए एसेट क्लास का #Investors के लिए दिया प्रस्ताव ज्यादा जोखिम लेने वाले निवेशकों के लिए अच्छा विकल्प निवेशक डेरिवेटिव्स में भी निवेश कर सकते हैं। #SEBI #StockMarket #MutualFund https://lnkd.in/dUuPcjfU

https://lnkd.in/dXe-vB5G Retirement planning is crucial for several reasons: 1. Financial Security: Ensures that you have sufficient funds to maintain your lifestyle after you stop working. Without a plan, you risk outliving your savings. 2. Inflation Protection: Helps protect against the eroding effects of inflation, ensuring that your purchasing power remains intact over time. 3. Healthcare Costs: Accounts for potential medical expenses, which typically increase with age. 4. Lifestyle Choices: Allows for a more comfortable and enjoyable retirement, providing the means to travel, pursue hobbies, or simply relax without financial worry. 5. Tax Efficiency: Facilitates the structuring of your investments and withdrawals to minimize tax liabilities.

Many more investors asking now a days, क्या म्यूचुअल फंड से पैसा निकाल लें? क्या SIP रोक दें?? For those investor's: in a volatile market, having a solid strategy is key. Here are a few tips to consider: 1. Diversify your portfolio: Spread your investments across different asset classes to reduce risk. 2. Stick to your investment plan: Avoid making impulsive decisions based on short-term market fluctuations. 3.Consider long-term goals: Focus on the big picture rather than day-to-day market movements. 4.Stay informed: Keep up with market news and economic trends, but don't let short-term noise dictate your strategy. 5. Review and adjust: Regularly review your portfolio and make adjustments as needed, but avoid overreacting to short-term market movements.

When rebalancing your investment portfolio, keep these key points in mind: 1. Asset Allocation Targets: Ensure your portfolio remains aligned with your long-term financial goals by revisiting your target asset allocation. 2. Rebalancing Frequency: Decide on a rebalancing schedule (quarterly, semi-annually, or annually) and stick to it. 3. Market Conditions: Consider market conditions and economic outlook when determining whether to rebalance. 4. Transaction Costs: Be mindful of transaction costs associated with buying and selling assets when rebalancing. 5. Tax Implications: Consider potential tax implications of rebalancing, especially for taxable accounts. #investment #mutualfunds

Best time to do SIP is when market dips. When market goes up in straight line, always Lumpsum is better. So these are best times for sip investors. Our focus should be on collecting units. #Market #Investment #SIP #Mutualfunds

Small-Midcap funds record outflows in 30 months in March when investor continued to put money in sectoral and thematic funds. यहां गौर करने वाली बात ये है कि स्मॉल-मिडकैप से बहुत ज्यादा जोखिम सेक्टरोल और थिमैटिक फंड्स में होते हैं फिर भी लगातार इन्वेस्टमेंट बढ़ रहा है और स्मॉलकैप में रिकॉर्ड निकासी हुई है। कहीं स्ट्रेस टेस्ट से बना माहौल तो नहीं है इसके पीछे की वजह। #investment #Smallcapfunds #outflow