PrimeTime with PrimeInvestor

Session by Vidya Bala

A webinar on

Building your MF portfolio right – tips, tricks and traps explained

A webinar on

Building your MF portfolio right – tips, tricks, and traps explained

Why you need this session

  • They told you that asset allocation was important. They didn’t tell you debt funds could fall worse than equity funds sometimes!  
  • They told you that you need  a large-cap, a multi-cap and mid-cap. They never told you that they may all go down at once! 
  • They told you that diversification was needed. They never told you how to diversify!

PrimeInvestor is here to fill that gap for you. We’re here to tell you how to
build the right portfolio!

About the session

In this webinar, we’ll share with you our frank thoughts on:
  • How to build an asset allocated portfolio for different time frames?
  • How to build a goal-based portfolio?
  • What equity strategy can be mixed and matched to get the optimal portfolio
  • Should you diversify across AMCs?
  • How to choose the right combination of funds in debt?
  • Should your debt strategy be constant or subject to change?
  • How many funds you really need?
  • Should you really have a fund from each category to make your portfolio diversified?

About Vidya Bala

Vidya Bala is a co-founder of PrimeInvestor.in where she leads Research and product. She has more than 2 decades of experience in analysing mutual funds and creating portfolios for a variety of needs and customer profiles.

Vidya helped build one of the country’s earliest robo-advisory solutions in the country in her earlier role at FundsIndia. She believes in not just providing the right solutions for investors but also taking ownership for the same and following up or changing course when the situation warrants.

Vidya is known in the media for her straight talk and, calling out bad products.

 

Building your MF portfolio right – tips,
tricks and traps explained

View this great webinar:

  • Data presents a different story from what you believe.
  • Knowing return trends helps you make better decisions
  • Understanding what you’re investing in empowers you

This webinar will teach you all this. And more.

Webinar Fee (exclusive of GST)

Prime members

₹ 1,500

₹ 750

Non-members

₹ 1,500

One power-packed package. One price.

  • Entire webinar recording
  • Q&A session with real-life questions and solutions
  • Webinar presentation deck, with data you won’t find elsewhere
  • 66-page practical guide to build and maintain a great portfolio
portfolio book

Comments from attendees of past webinars

  • This is a digital event streamed on WebinarJam
  • No refunds on purchased tickets.
  • You may not be able to attend the live session if you are late.
  • You may face interruptions during the course of the live stream due to internet connectivity issues.
  • Show details and content are subject to change as per the presenter’s discretion.
  • The subscriber to this event grants the organizer the right to use, all or any part of the recording of the event for advertising, publicity and promotions.

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• Aditya Birla Mutual Fund • Axis Mutual Fund • Baroda Mutual Fund • BNP Paribas Mutual Fund • BOI AXA Mutual Funds • Canara Robeco Mutual Fund • DSP Mutual Fund • Edelweiss Mutual Fund • Essel Mutual Fund • Franklin Templeton Mutual Fund • HDFC Mutual Fund • HSBC Mutual Fund • ICICI Mutual Fund • IDBI Mutual Fund • IDFC Mutual Fund • IIFL Mutual Fund • Indiabulls Mutual Fund • Invesco Mutual Fund • ITI Mutual Fund • Kotak Mahindra Mutual Fund • L&T Mutual Fund • LIC Mutual Fund • Mahindra Mutual Fund • Mirae Asset Mutual Fund • Motilal Oswal Mutual Fund • Nippon India Mutual Fund • PGIM Mutual Fund • PPFAS Mutual Fund • Principal Mutual Fund • Quant Mutual Fund • Quantum Mutual Fund • Sahara Mutual Fund • SBI Mutual Fund • Shriram Mutual Fund • Sundaram Mutual Fund • Tata Mutual Funds • Taurus Mutual Funds • Union Mutual Funds • UTI Mutual Funds • Yes Mutual Funds

Equity: Large Cap Funds | Mip Cap Funds | Large And Mid Cap Funds | Small Cap Mutual Funds | Contra Mutual Funds | Dividend Yield | Focused Mutual Funds | Find Top Index Funds | Best Sector Funds | Thematic Mutual Fund | Best Value Mutual Funds | Equity Linked Savings Scheme | Tax Saving Funds
Debt: Banking And PSU Funds | Corporate Bond Funds | Credit Risk Funds Mutual Funds | Dynamic Bond Funds | Floating Rate Funds | Gilt Mutual Funds India | Find Top Liquid Funds In India | Long term debt funds | Low Duration Funds Debt Funds | Medium Duration Debt Funds | Medium To Long Duration Funds | Money Market Debt Funds | Overnight Debt Funds | Short Duration Debt Funds | Ultra Short Term Debt Fund
Hybrid: Aggressive Hybrid Funds | Arbitrage Mutual Funds | Balanced Advantage Mutual Funds | Conservative Hybrid Funds | Dynamic Asset Allocation | Equity Saving Funds | Multi Asset Funds | Multi Asset Allocation

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