CA Puneet Agarwal (@banyanfa) 's Twitter Profile
CA Puneet Agarwal

@banyanfa

Investments | Tax | Insurances
Ex KPMG / Deutsche Bank London / Prudential
Youtube.com/@BanyanFA
Contact Via surl.ms/Iv6

ID: 1087194896

linkhttp://www.banyanfa.com calendar_today13-01-2013 20:51:57

9,9K Tweet

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CA Puneet Agarwal (@banyanfa) 's Twitter Profile Photo

Sebi came up with TER restrictions for Regular plans. The real regulations are needed at the Direct Plan level. With time I have noticed that AMCs really take investors for a ride with Direct TER. As their AUM grows, TER grows.

CA Puneet Agarwal (@banyanfa) 's Twitter Profile Photo

A great podcast to listen from Biharilal Deora CFA from Abakkus Asset Manager Private Limited Gives very interesting data points on how seasoned fund managers think. Doles out a lot of knowledge around how investors should think about money. Sunil Singhania youtu.be/HclkE1m7W7w

CA Puneet Agarwal (@banyanfa) 's Twitter Profile Photo

A pretty interesting chart. An insight from my investing experience - the Greener the box, the more likelihood to achieve. Long durations of compounding in the Amber zone is pretty unsustainable. Both from investment choices + behaviours which come with volatility.

CA Puneet Agarwal (@banyanfa) 's Twitter Profile Photo

Despite of high valuations in the US markets, I find it hard to ignore its allocation. However a brilliant way to still get exposed but lower your risk of overvaluation could be > Instead of SP 500 Index > how about Equal Weight SP 500 Index. Sharply reduces exposure to Big Tech