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பங்குச்சந்தை அறிவுரைகள் | KOTAK MF Mr.NILESH SHAH's ADVICE | LONG TERM INVESTING

Join this channel to get access to perks:    / @allotmoney   பங்குச்சந்தை அறிவுரைகள் | KOTAK MF Mr.NILESH SHAH's ADVICE | LONG TERM INVESTING #stockmarket #tamil Nilesh Shah: So, for all along, we have always said maintain your asset allocation, do not invest looking at past performance. This is time to invest in quality over momentum. Pick reasonable valuation over expensive valuation, as price is what you pay and value is what you get. And stay away from low floating stock counters where we believe froth is still there despite hefty correction. From a sectoral point of view, midcap IT companies leveraging AI to deliver cheaper, better, and faster solutions to their customer, private banks and NBFCs which are not overexposed to unsecured lending. On a portfolio basis, pharmaceutical sector which does get some benefits of a rupee depreciation and telecom where there is hope of some price revision flowing into bottom line, these are some of the stocks which provide good opportunity. Thanks to the budget, giving one lakh crore tax bonanza, tax rebate to middle income taxpayers on a recurring basis we think consumer discretionary space will do better. This set of people are unlikely to spend money on roti, kapda, makan or basic necessities, consumer staple, they are more likely to spend this money on consumer discretionary like travel and tourism, consumer durables, healthcare, education. So, consumer discretionary space, thanks to the budget, looks interesting as this tax rebate is on a recurring basis. #RetirementPlanning #loan #MutualFundsIndia #personalfinanceandinvesting #FinancialPlanning #FinancialLiteracy #FinancialFreedom #RetirementPlanning #finance #money #trading #investment #loan #investing #stockmarket #wealth #economy #StockMarketInsights #InvestingTips #Budgeting #StockMarketTips #SavingsGoals #DebtFreeJourney #PassiveIncome #TaxTips #InvestingTips #WealthBuilding #MillennialFinanceIndia #MutualFundsIndia #InsuranceIndia #TamilFinance #FinanceInTamil #tamileconomicupdate Disclaimer: I am not a SEBI registered investment advisor. please consult your financial advisor before investing. This video is for educational purpose only. My intention is not to recommend rather I am just sharing my thoughts,analysis details with you