1 Std. 21 Min.
'INVESTMENT LIFECYCLE' with Mukesh Dedhia of Ghalla Bhansali Grp Coffee Table Conversations
-
- Management
Coffee Table Conversation is a collaborative approach of sharing of knowledge by individuals from various segments for growth of the society as whole. Each individual brings something unique to the table and we discuss the same over a cup of coffee and some steamy Q&A. Mr. Mukesh Dedhia., is a Director of Ghalla Bhansali Group. He is a CA, CFP and FRM and has over 30 years of experience in the equity markets. He started his career as sub-broker and from there on acquired memberships of NSE and BSE under the firm name of GHALLA BHANSALI STOCK BROKERS PVT LTD. Today, they run one for most successful, wealth management program. He personally believes in taking calculated risks. Key takeaways from the discussion: 1) Take calculated risk. 2) Buy a term insurance in view of early death. 3) Selling in equity is more important than buying. 4) Risk management is important. 5) You should have debt market exposure, however it is important which rating are you are taking. 6) Exchange traded fund is more cost effective than buying indices. 7) When in doubt, get out. We hope you find the discussion engaging. Please leave feed back on the episode. #NSEBSE #moneycontrol #risk
Coffee Table Conversation is a collaborative approach of sharing of knowledge by individuals from various segments for growth of the society as whole. Each individual brings something unique to the table and we discuss the same over a cup of coffee and some steamy Q&A. Mr. Mukesh Dedhia., is a Director of Ghalla Bhansali Group. He is a CA, CFP and FRM and has over 30 years of experience in the equity markets. He started his career as sub-broker and from there on acquired memberships of NSE and BSE under the firm name of GHALLA BHANSALI STOCK BROKERS PVT LTD. Today, they run one for most successful, wealth management program. He personally believes in taking calculated risks. Key takeaways from the discussion: 1) Take calculated risk. 2) Buy a term insurance in view of early death. 3) Selling in equity is more important than buying. 4) Risk management is important. 5) You should have debt market exposure, however it is important which rating are you are taking. 6) Exchange traded fund is more cost effective than buying indices. 7) When in doubt, get out. We hope you find the discussion engaging. Please leave feed back on the episode. #NSEBSE #moneycontrol #risk
1 Std. 21 Min.