Asset management is the process of managing investments on behalf of individuals, companies, or institutions.

Currently, Asset Management has assumed an important role in helping individuals, companies, and institutions maximize the value of their assets while minimizing risks.

Siddharth Vora, the Fund Manager and Head of Investment at PL Investment Pvt Ltd is a CFA and CA who has extensive experience in managing high-stake funds. The fund he manages is worth more than ₹500 Crores. Siddharth’s designation is this - Head - Quantitative Investment Strategies & Fund Manager, PL Asset Management and Executive Director, PL Capital - Prabhudas Lilladher Group.

On this episode of Happy Hour with FinCocktail, our Founder, Sayali Rai, engages in an open chat with the guest about asset management, investments, client focus and personal finance. The conversation throws light on portfolio distribution, external factors affecting investments and how to become successful in Asset Management.

Join us in this engaging session to gain practical insights from the guest's work, understand how to become successful as an Asset Management company and some valuable advice for buddying asset management enthusiasts. Share this with your friends and do leave us a comment with your thoughts!

#financepodcast #finance #investing

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0:00 - Sneak Peek!

1:14 - Intro

1:42 - Background and Career Switch

3:16 - Asset Management and its Simple Understanding

11:50 - Company Products and Target Clientele

15:40 - Adapting to Clientele Needs

16:05 - Removing Emotion from Investment

19:38 - Current Market Situation

22:20 - IPOs and the China Situation

26:10 - Passive Investment vs Quant

29:50 - Diversification of Portfolio

33:14 - Alternative Investment Ideas

37:00 - Effects of Inflation

39:10 - Managing Personal Finance

43:32 - Building Trust as an AMC

48:34 - 3 Tips for Young People

51:53 - Outro

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Disclaimer

Financial products and instruments are subject to market risks and yields may fluctuate depending on various factors affecting the markets. There is no assurance or guarantee that the objectives of a portfolio will be achieved. Please refer to the relevant Disclosure Document and Client Agreement pertaining to a Portfolio scheme for portfolio specific risk factors. The Portfolio Manager and its affiliates, and any of its officers directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, exemplary, consequential, as also any loss of profit in any way arising from the use of this material in any manner.

About FinCocktail:

FinCocktail by Sayali Rai & Niyati Thaker is a one-stop shop for all your questions about personal finance. It was created to help young Indians understand and embrace their personal finances. It aims to become a source of inspiration to all who want to take charge of their financial futures.

This season on the Happy Hour with FinCocktail Sayali & Niyati are on a mission to find out more about the journey of money. See how money flows through the system and in and out of our lives! Handling money is not easy, but it can be made simple if you get to know your money and its workings.

Building wealth is something everyone should be capable of. It's more of an art than a science and a skill that everyone can master.

Let them bring you real stories from real people who have been managing their own money for a while, so you can see how different avenues exist to generate wealth and reach your dream goals! So listen on and let's build some wealth together!