How to Select the Right Bond Mutual Fund - Part 2

YOUR SPEAKER

Mr Kirtan Shah

Kirtan Shah is the co-founder and CEO of SRE wealth. Kirtan headed treasury for an NBFC before starting on his own. Kirtan is a guest panelist on personal finance shows for CNBC TV 18, Zee Business, ET now & Bloomberg. Kirtan is an adventure freak, from bungee to sky driving, he will be up for anything


IN CONVERSATION WITH

Mr. Vivek Bajaj

The passion for data, analytics and technology is what makes Vivek Bajaj a financial market survivor. The journey as a market participant started in 2002 when the first trade was executed in the options contract of ITC. Life was simpler and easier during that time. Since then technology and Big data have taken over totally. As an early adapter to the complex tools, Kredent was formed to capitalise on the opportunities. He is co-founder of StockEdge and is committed to bring simplicity in the complex world of market data. He is a Chartered Accountant, Company Secretary and an MBA from IIM Indore. He is a part of various committees of exchanges and regulator and he has been an active contributor in the evolution of Indian Derivatives Market.


About this Face2Face:

Hello dear viewers, we are here with part 2 of the previous face2face video, which will be on how to select debt mutual funds. Our guest speaker, Mr. Kirtan Shah will explain how to select the right bond mutual fund in this most awaited video, with our rocking host Mr. Vivek Bajaj. Our guest speaker is in the finance industry for the past 13 years and is also a CFP. He has done courses in financial engineering and risk management with a graduate degree in Maths and Statistics. He advises and gives training to other investors and traders, which showcases his immense knowledge in this field. He is also the co-founder and CEO of SRE wealth. He has been a headed treasury for an NBFC before starting on his own and is a guest panelist on personal finance shows for CNBC TV 18, Zee Business, ET now & Bloomberg. He talks about concentration risk, credit rating, and other parameters that are needed for selecting the right bond mutual fund. This includes the demonstration of site selection, data analysis, and keeping a check on the market. He suggests two websites for the investors, which will make it easy for them to keep a track of the market. You have to see this video to know about these websites, which can make your investment more fruitful. Mr. Shah will also suggest the correct method of choosing the bond mutual funds through practical calculations required in the market. The importance of concentration risk is deeply focused because it makes a major difference in the outcome of the investment. The correlation between NAV and concentration risk is also given with the relevant calculations. Mr. Shah has been successful in explaining the modes of investment and the relevant aspect of tracking the market, which should not be missed at any cost.