How Shankar Nath Actually Invests His Own Money
How does a financial expert actually manage their own money? In this deep dive, @shankarnath reveals his exact personal portfolio, his "Safety Number" strategy, and why he holds over 75 mutual funds. In this conversation, we break down Shankar Nath’s approach to asset allocation, choosing mutual fund managers, and investing when markets look expensive. Whether you are building a retirement plan or seeking financial independence (FIRE), these insights on wealth creation are essential. We discuss: • How Shankar Nath would invest ₹1 crore today • His current portfolio allocation across equity, debt and gold • How he decides between active and passive investing • How he chooses mutual fund managers • Whether valuations should influence your investments • International investing and US ETFs • Gold allocation and diversification • The risks of key-man dependency in active mutual funds • Why he owns 75 mutual funds • How he thinks about long-term wealth creation If you're interested in financial independence (FIRE), retirement planning, mutual funds, index funds, asset allocation, portfolio construction, long-term investing and wealth creation, this conversation is for you. 📌 Part 2 covers: • How to build wealth faster • Career risk vs investment risk • The biggest investing mistakes • Warren Buffett, gold and international investing • And much more. If you enjoy videos on investing, financial independence and retirement planning, consider subscribing to the channel. ⏱️ Chapters 00:00 Introduction: Shankar Nath's Investment Philosophy 00:27 Introduction 01:00 How Shankar Nath Would Invest ₹1 Crore 02:08 Shankar Nath's Portfolio Allocation (Equity, Debt & Gold) 03:20 How Shankar Nath's Investment Strategy Changed Over Time 04:30 The ₹5 Crore Safety Number Explained 06:26 Market Valuation: When to Invest Aggressively 08:25 How Shankar Nath Chooses Mutual Fund Managers 11:06 Key-Man Risk in Active Mutual Funds 14:48 Active vs Passive Investing in Mutual funds: Which Is Better? 18:54 International Investing: How to Invest and discussion around US ETFs 24:13 Asset Allocation for a 30-Year-Old Investor 28:22 Behavioural Mistakes Every Investor Makes 30:14 Small Cap Investing Strategy Explained 33:34 Are SIPs Always the Best Strategy? 35:50 Dealing with "Portfolio Overlap": Why Shankar Nath Owns 75 Mutual Funds 41:20 How to Reduce Too Many Mutual Funds 🎙️ Guest Shankar Nath's YouTube Channel: / @shankarnath Do check out his channel for more insights on investing, mutual funds and personal finance. ━━━━━━━━━━━━━━━━━━━━━━ 📺 Related Videos ▶ Why ₹1.7 Crore Is Enough to Retire in India • Why ₹1.7 Crore Is Enough to Retire in India ▶ I Backtested 3 Portfolios for 25 Years • I Backtested 3 Portfolios for 25 Years (Re... 👍 If you found this conversation valuable, consider subscribing for more videos on: • Financial Independence (FIRE) • Mutual Funds • Index Funds • Asset Allocation • Retirement Planning • Long-Term Investing • Wealth Creation #investingindia #mutualfundsindia #financialindependence #fireindia #retirementplanningindia #indexfunds #assetallocation #wealthcreation #husslefreewealth

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