Jitendra PS Solanki Advisory

17/06/2026

Most people think saving money in a bank account is enough.

But here's the reality: if your money grows at 3–4% while inflation is around 6%, you're actually losing purchasing power every year.

₹100 today may cost ₹106 tomorrow. If your money grows to only ₹104, you've fallen behind.

Financial independence isn't just about earning money—it's about making your money grow faster than inflation.

Save wisely. Invest thoughtfully. Let your money work for you.



https://www.youtube.com/shorts/QkkYdgMYJjw

Solanki Jitendra

Most people think saving money in a bank account is enough.But he...

08/06/2026

Retirement planning doesn’t end when you reach your target corpus—it simply evolves into a new phase of decision-making and discipline.

In this insightful conversation, I had the opportunity to share perspectives on how retirees can transition from wealth creation to wealth distribution, while navigating real-world challenges such as inflation, rising healthcare costs, market volatility, and increasing life expectancy.

In a conversation with Sakshi Batra at Business Today on June 3, 2026, on Retirement Planning.

We discussed: 🔹 Is a retirement corpus alone sufficient?

🔹 The growing importance of creating reliable passive income

🔹 How to approach NPS and other retirement-focused investment products

🔹 Common post-retirement financial mistakes—and how to avoid them

The conversation also touches on practical aspects like portfolio simplification, sustainable withdrawal strategies, and insurance planning after 60—all aimed at ensuring long-term financial security and peace of mind.

Retirement is not just about having enough money—it’s about ensuring your money continues to support the lifestyle you aspire to for decades.

🎥 Watch the full discussion here:

https://www.youtube.com/live/svOr4g14Vaw



Do you have a question on Retirement planning? DM me.

Jitendra PS Solanki

Investment Adviser (Reg. No. INA100000184)

DISCLAIMERS!!

1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.

2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.

Solanki Jitendra PlanSpecialNeeds

Retirement planning doesn't end when you achieve your target corpus...

05/06/2026

🌍 International Funds: Should Indian Investors Look Beyond Domestic Markets?

While the Indian stock market has witnessed significant volatility, many international funds have delivered impressive returns by providing exposure to global businesses, sectors, and economies.

However, due to regulatory limits on overseas investments, most international mutual fund schemes are currently not accepting fresh investments. Out of 66 global fund schemes, only a handful are still open for new SIPs and lump-sum investments.

In this discussion, I share my views on:

✅ Why international mutual funds have been restricted from accepting fresh investments

✅ The regulatory limits on overseas investing

✅ How international funds have performed over the years

✅ Available opportunities for investors today

✅ How much international exposure should be part of a diversified portfolio

✅ Key considerations before investing globally

Diversification is not just about owning different Indian stocks—it can also mean participating in global growth opportunities while reducing concentration risk.

🎥 Watch the full discussion here:

https://www.youtube.com/watch?v=sRp_aWZ2xuQ

What percentage of your portfolio do you allocate to international investments?

If you have a quetsion in Investments DM me.



Jitendra PS Solanki

Investment Adviser (Reg. No. INA100000184)- Individual

DISCLAIMERS!!

1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.

2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.

Solanki Jitendra PlanSpecialNeeds

66 International Funds में से सिर्फ 12 फंड खुले! कमाई के लिए कैसे ब...

23/05/2026

Will SIP investing soon work like PF and NPS deductions directly from your salary?

SEBI’s new draft framework could transform the future of mutual fund investing in India. From payroll-linked SIPs and distributor commissions in units to gifting and donation through mutual funds, the proposed reforms may significantly accelerate India’s investment culture.

In this insightful discussion at The Bonus SEBI Registered Investment Adviser Jitendra Solanki explains:

• How Salary SIPs may work?

• The potential impact on retail investors

• Whether these changes create new opportunities or hidden risks

• How the mutual fund ecosystem may evolve in the coming years?

Watch the discussion here:

https://www.youtube.com/watch?v=CpFXYjePprw



Solanki Jitendra

Jitendra PS Solanki

Investment Adviser- Individual (Reg. No. INA100000184)

DISCLAIMERS!!

1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.

2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.

Mutual Fund Live: SEBI Draft Framework- PF-NPS के बाद अब SIP! Mut...

20/05/2026

Families caring for a loved one with disabilities need more than emotional strength — they need a long-term financial roadmap.

In this insightful conversation, India’s leading special needs financial planning expert Jitendra PS Solanki breaks down how families can create financial security, legal protection, and lifetime care planning for children and adults with disabilities.

From special needs trusts and guardianship planning to long-term care funding, this episode answers some of the most important questions families struggle with but rarely discuss openly.

🎥 Watch the full episode here:

https://www.youtube.com/watch?v=ByoRS_RbKX8&t=740s




Jitendra PS Solanki
Investment Adviser (Reg. No. INA100000184)
DISCLAIMERS!!
1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.

2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.

Solanki Jitendra PlanSpecialNeeds

Financial planning for disabled adults, financial planning for peop...

02/05/2026

🌍 Why International Funds Should Be Part of Your Portfolio

Most investors in India tend to stay heavily invested in domestic markets. But in a global economy, limiting your investments to one country could mean missing out on massive opportunities.

This video breaks down the importance of international investing and why it deserves your attention.

💡 Key Insights:

Diversification beyond India reduces country-specific risk
Access to global leaders like tech giants, healthcare innovators, and global brands
Opportunity to benefit from growth in developed and emerging markets
Currency diversification can act as a hedge over the long term

📊 The reality: Even the strongest economies go through cycles. A well-balanced portfolio isn’t just about where you are comfortable—it’s about where growth exists.

⚖️ Smart investing is not about choosing India vs Global.
It’s about building a portfolio that captures both.

Here is my take on TThe Bonus
https://youtu.be/rR0zcWvYCpg?si=iWyOfhAjyqUo1Id8



DISCLAIMERS!!
1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.
2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.
Do you have a question on MF, Investments, Financial Planning, or Estate Planning?
DM me.

48 likes, 3 comments. "International Mutual Funds: अपने पोर्टफोलियो में इन फंड्स को जगह देने का सही समय?"

24/04/2026

Are Flexi Cap Funds quietly becoming Large Cap heavy?

My insightful discussion at The Bonus highlights a subtle but important shift—the increasing tilt of Flexi Cap funds towards large-cap stocks.

At first glance, this may seem like a safer approach. But it also raises a critical question:

👉 Are investors still getting the true flexibility they signed up for?

Key takeaways from this conversation:
✔ Flexi Cap funds are meant to dynamically allocate across market caps
✔ Increasing large-cap exposure may reduce the intended diversification
✔ Investors must look beyond the label and understand actual portfolio positioning

Before you invest (or continue investing), ask:
➡ Is your fund aligned with your risk and return expectations?
➡ Or has its strategy quietly evolved over time?

Watch the video here:

https://www.youtube.com/watch?v=GVuXNTqGbnA



Solanki Jitendra

DISCLAIMERS!!
1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.
2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.
Do you have a question on MF, Investments, Financial Planning, or Estate Planning?
DM me.

21 likes. "Mutual Fund Live: Flexi Cap Funds का Large Cap Stocks में रुझान बढ़ा देगा आपकी मुश्किल?"

21/04/2026

Asset Allocation Funds and Flexi Cap Funds- Are these 2 enough for your portfolio?



DISCLAIMERS!!
1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.
2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.

Do you have a question on MF, Investments, Financial Planning, or Estate Planning?

DM me.

Solanki Jitendra

63 likes, 2 comments. "FlexiCap & Multi Asset Allocation Fund: सिर्फ ये दो फंड कमाकर देंगे मुनाफा?"

24/03/2026

SEBI’s 3-tier transmission framework for mutual funds introduces a risk-based approach to transferring units after an investor’s death by categorizing claims based on value:

Tier 1 (up to ₹5 lakh) allows simplified transmission with minimal documentation,

Tier 2 (₹5–₹50 lakh) requires additional safeguards like indemnity and affidavits, and

Tier 3 (above ₹50 lakh) mandates full legal validation through probate or succession certificates.

The objective of SEBI is to balance ease of access for smaller investors with stronger legal protection for larger claims, while reducing unclaimed assets and improving efficiency in settlement; however, for larger portfolios, it highlights the importance of proper nomination, portfolio structuring, and estate planning to avoid delays and legal complexities.



Solanki Jitendra

07/03/2026

Market volatility often creates uncertainty for investors. But it also raises an important question — is it a risk or an opportunity?

In this discussion, we explore:

• Whether market volatility creates new investment opportunities

• SIP vs Lumpsum – which strategy works better in uncertain markets

• How investors should think about long-term wealth creation

• Common mistakes investors make during market corrections

If you are investing in mutual funds or planning to start, this conversation will help you think more clearly about your investment decisions.

🎥 Watch the full discussion at The Bonus here :

https://www.youtube.com/live/LgvKW_xJuo0



DISCLAIMERS!!

1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.

2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.

Do you have a question on MF, Investments, Financial Planning, or Estate Planning?

DM me.

Solanki Jitendra

Mutual Fund Live: Stock Market में भारी उठापटक के बीच नए निवेश का मौका? SIP या Lumpsum- क्या सही? ...