Capitalmind Podcast Why we run a PMS and how we do it differently
Aug 9, 2021
02:36:30
Outsourcing Discipline
- Most clients seek discipline and asset allocation, not stock picking expertise.
- Outsource investment decisions to a portfolio manager for better outcomes.
Gravita Stock Story
- Deepak shares the story of Gravita, a stock that consistently rose despite perceived high prices.
- This emphasizes the importance of disciplined buying over market timing.
Beyond Returns
- Chasing short-term returns can be misleading; comfort and long-term strategy matter more.
- Building trust and demonstrating consistent performance are key for long-term success.
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Introduction
00:00 • 2min
What Makes Money?
01:45 • 3min
How to Build a Portfolio of Stocks
04:22 • 5min
Stocks Making All Time Highs, Not All Time Lows
09:46 • 2min
Investing in Stocks
11:29 • 2min
You've Sold Everything, Start Everything Clean
13:49 • 3min
How to Manage Someone's Money
16:46 • 3min
How to Build a Disciplined Strategy?
19:37 • 6min
How Much Money Do You Need to Invest?
25:23 • 2min
Do You Have a Debt Management System?
26:57 • 3min
How to Allocate Clients Automatically
30:16 • 2min
You're Not Going to Sleep Well.
31:49 • 2min
I'll Manage Your Money, Just Like I Manage Everybody's.
34:08 • 2min
Then I'll Reveal My Port Forvel
35:40 • 3min
Is Skin in the Game to an Us Kim in the Game?
38:57 • 3min
How Much Will You Make When You Charge Performance Fees?
41:49 • 2min
How to Build Your Wealth Over the Long Term
43:23 • 3min
Portfolio Management - The Discipline of Identifying Great Stocks
46:32 • 2min
Is This Stock Too High to Buy?
48:11 • 2min
Is This Too High to Buy?
50:24 • 3min
Mutual Fund vs Mutual Funds
53:48 • 5min
The Tax Effects of Mutual Funds
58:24 • 2min
How to Find the Expense Ratio Separately
01:00:26 • 2min
Index Funds in India Have a Thrifty Tracking Eror.
01:02:53 • 3min
Portfolios in Ar Piomes Have Evolved
01:05:26 • 5min
Why Can't We Buy Index Funds in India Now?
01:10:29 • 5min
Momentom, the Momentous, the Passive Portfolio
01:15:32 • 3min
Is There a Heuristic in the Market That's Giving Them What They Are?
01:18:26 • 4min
Buying Stocks That Trade One Crow a Day, No More Carr
01:22:51 • 3min
Don't Do Gols Ways
01:25:36 • 2min
Using a Debt and Equity Combination Strategy
01:27:09 • 2min
Is It Safe to Participate in Equity or Debt?
01:29:24 • 2min
Investing in a Portfolio of Mutual Funds
01:31:23 • 2min
Deployment Strategy - Scaling In
01:33:43 • 2min
What Is a Custodian?
01:35:56 • 2min
The Ons Ondifre Demat
01:38:17 • 2min
What's the Difference?
01:40:42 • 2min
Can You Deposit Your Money in a Single Account?
01:42:36 • 2min
What Is the Difference Between a Stock and a Share?
01:44:07 • 3min
Can I Partially Withdraw From My Account?
01:47:06 • 3min
The Cost of Acquisition of a Customer
01:49:56 • 2min
How to Fill a Form Online?
01:51:44 • 2min
Can You Use That Dematico?
01:53:55 • 2min
How to Trade a Depository Participant in India
01:55:45 • 2min
Taxation of Demat Accounts
01:57:41 • 2min
How Do You Trade Stocks?
01:59:43 • 3min
How Long Will It Take to Send the Money Back?
02:03:12 • 3min
How to Make Money With Mutual Funds
02:05:45 • 2min
What Are the Taxation Requirements?
02:07:20 • 4min
How to Ensure That Your Accounts Are Audited
02:11:07 • 3min
The Difference Between Audit Statements and Tax Statements
02:13:41 • 2min
How Do You Optimize Execution?
02:15:27 • 3min
What Is Your Return on a Small Casse?
02:18:37 • 2min
A P M S Will Execute It on Your Behalf.
02:20:12 • 2min
The Tax Advantage of Long Term Funds
02:21:51 • 3min
Investing in Unlisted Debt
02:24:55 • 2min
The Value of Discipline
02:27:10 • 4min
Investing in Mutual Funds
02:31:01 • 2min
I'll Give 50 Lags to Thistthe Thank It
02:33:07 • 2min
Capital Mine Premium - Capital Mine Wealth Dot Com
02:34:47 • 2min
What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.