Welcome to Episode 06 of Sarmaaya Talks with Laeeq Ahmad. Mustafa O Pasha, Chief Investment Officer at Lakson Investments Limited, is our distinguished guest for this week's podcast. He has years of experience in mutual funds and capital markets. Tune in if you wish to learn more about mutual funds in Pakistan, the various categories of mutual funds and other information.
Disclaimer: All the views expressed in Sarmaaya Talks should not be considered financial advice. It is purely for education and investor awareness purposes. Sarmaaya Financials and the guest shall not be liable for any losses incurred.
Timestamp
00:00 Promo
2:22 Guest introduction
5:25 Overview of Lakson Group of Companies
08:00 How to buy bluechip stocks at a discount
10:05 Lakson Venture Capital Fund Holdings
13:42 What is Mutual Fund in Pakistan
15:48 Who should invest in mutual funds in Pakistan
19:23 Mutual funds vs. Bank Deposits and Saving Certificates
21:19 Mutual Funds in Pakistan Fees or Total Expense Ratio
23:33 What is a front-end load?
26:27 How to select the right mutual fund
31:00 Portfolio based on your needs and mindset
34:41 Keep an eye on smart money movements
39:21 Asset managers' style and philosophy reflect investors' mindset
41:46 Funds performance and risk spectrum
46:22 Pick a fund with high WAM
47:11 Losses/gains in a mutual fund based on interest rate
52:25 When to exit money market funds
56:32 Asset allocation funds are suitable for whom?
1:01:20 Taxes on mutual funds
58:37 Withdrawal of tax rebate from mutual funds
1:00:29 Taxes in Pakistan
1:03:26 Tax reforms are necessary in Pakistan
1:08:25 Invest in pension funds to avoid taxes
1:13:39 High-risk pension funds and taxes
1:16:27 Individuals should not invest in daily dividend funds
1:29:08 Get exposure in Netflix, Google, and Apple stocks with Lakson Asset Allocation Developed Markets Fund
1:32:08 What are your views on the current economic scenario
1:44:55 Assets under management in mutual funds
1:47:10 How do you manage your finances
1:50:38 Outro
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