In this episode of Wealth Waltz with Walunj, Mr Sandeep Walunj, Group CMO of Motilal Oswal, breaks down key exit strategies every investor needs to build long-term wealth. Learn when and why to sell based on market, goal, and portfolio triggers.

Takeaways:

Use tools like P/E, P/B & stop-loss to lock in gains or limit losses.

Rebalance your portfolio to manage risk and stay aligned with goals.

Avoid emotional traps like loss aversion, FOMO & anchoring bias

If you are serious about Wealth creation, this episode is a must-watch! Don’t just invest - invest smarter! Hit like, subscribe and start waltzing towards your financial success.

00:00 The Overlooked Exit Strategy

00:57 When to Exit

01:23 Profit Booking

02:26 Stop Loss Strategy

03:15 Underperformance

04:02 Portfolio Rebalance

04:33 Market Conditions

05:22 Psychological Traps

06:29 Conclusion

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