Guest Talk on Mastering Wealth:Investments and Mutual Funds by Mr. Rishab Lunia

Event Name: Guest Talk on Mastering Wealth: Investments and Mutual Funds by Mr. Rishab Lunia

Objective: To provide attendees with insightful discussions on various investment assets, the importance of a well- diversified portfolio, and expert guidance on mastering wealth through investments and mutual funds.

Outcomes: The guest talk commenced with an insightful discussion on various investment assets and the importance of a well-diversified portfolio. The speaker emphasized the role of gold as a form of insurance, providing peace of mind and acting as a backup protector in an investment portfolio.

Date: 12th December 2023

Time: 3:30 PM to 7:00 PM

Venue:SIBM- Hyderabad Campus

Asset Allocation:

A crucial aspect covered was the decision-making process for investments. Attendees were advised to allocate 30- 35% of their portfolio strategically and make a commitment after careful consideration. The importance of aligning investments with one's financial capacity was emphasized, with specific reference to real estate, gold, and equity.

Trading Strategies:

The talk delved into the intricacies of trading and identifying types of investors. Two main categories, long-term and short-term investors, were discussed. Short-term investors were encouraged to understand the diverse nature of assets, distinguishing between performing and non-performing assets, and deciding when to let go.

(Mr. Rishab Lunia addressing the MBA batch 2022-24 & 2023-25)

Portfolio Management:

The speaker highlighted the significance of understanding the types of companies in one's portfolio and identifying potential multibagger industries. A notable example was presented with the case of 3M Corporation, filing an impressive 4000 patents in a year.

Investment Philosophies:

Differences between value investors and growth investors were explored, shedding light on the values of bull and bear markets. The affordability and stability of mutual funds were emphasized, urging participants to identify schemes with consistent performance, particularly in large-cap industries.

(Mr. Rishab Lunia explaining asset allocation with an example of various food items and portions in a plate)

Value vs. Growth Investing:

A comprehensive comparison between value investing and growth investing was provided. Value investing, focusing on short-term returns, was juxtaposed with growth investing, offering long-term exponential growth. Attendees were encouraged to start with large-cap investments and gradually explore small and mid-cap opportunities.

Key Takeaways:

In the concluding remarks, attendees were reminded that a well-crafted portfolio should reflect their individual focus and employ the right strategies. The importance of hard work, consistency, and a growth-oriented mindset was underscored, with the assurance that diligent efforts would yield positive results.

(Mr. Rishab Lunia being welcomed at the Symbiosis Institute Business Management, Hyderabad)

Closing Note:

Mr. Rishab Lunia concluded by encouraging the audience to stay committed to their investment goals, adapt to changing market conditions, and evolve their portfolios over time. The session was deemed a success, providing valuable insights into effective investment strategies and asset management.

A successful session was led by Mr. Rishab Lunia, delivering valuable insights into asset allocation, trading strategies, portfolio management, and investment philosophies. Attendees gained a comprehensive understanding of value vs. growth investing and key takeaways for building resilient portfolios.