Financial Freedom and Life balance (with Jay Shah part 3)

In this episode, Jay Shah ( co-founder of One Tree Hill Prime Wealth https://onetreehill.in/ and / https://www.instagram.com/othwealth and / https://www.youtube.com/channel/UCGYubL9GjJLVeUpEKJTBX0w ) delves into his investment portfolio allocation, with a strong focus on equities and zero real estate investment. He explains how dividing investments among large, mid, and small caps can balance risk and returns. Jay also discusses various investment avenues such as direct equity, mutual funds, and more. He offers insights into the financial decision-making process, especially for NRIs, emphasizing the importance of understanding one's comfort level and unique circumstances. The session closes with Jay's views on leveraging professional advice and maintaining transparency with clients. 00:00 Introduction to Jay Shah's Portfolio Allocation 00:38 Diversifying Investment Strategies 02:57 Personalized Investment Approaches 05:07 Market Insights and Emotional Control 09:42 Frameworks for NRIs 15:43 The Role of Financial Advisors 20:29 Conclusion and Contact Information

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