Mutual Fund MASTERCLASS: 2500 Cr Manager Reveals Wealth Secrets and Investing Basics

Listen to this episode on Spotify: https://open.spotify.com/episode/3XwYSyemKk11kjEnr9FVj0?si=44158da65fdb4992 Gajendra Kothari, a financial expert, is the Managing Director and CEO of Etica Wealth Private Limited, a financial services firm specializing in portfolio management and wealth advisory, helping individuals achieve financial freedom. He has over 15 years of experience in both Indian and international capital markets, Gajendra is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). He is also a passionate advocate for financial literacy and long-term investing. In this episode, Vinamre and Gajendra discuss: - The pros and cons of doing business with family - Inheritance of knowledge vs. inheritance of assets - Investing in SIPs (Systematic Investment Plans) and when to exit mutual funds - Why he chose SIPs over individual stocks, the right way to invest in Mutual Funds - The role of wealth managers and why you shouldn’t retire at an early age If you want to learn more about investing in SIPs and choosing the best way for investments, watch this episode. 0:00 - Introduction 0:55 - Why he got into portfolio management 5:40 - Learnings about money from the Hindu Undivided Family 10:20 - Doing business with the family 19:40 - Risk in business 25:50 - Views on Mutual Funds and Fixed Deposits (FDs) 29:53 - Why having a purpose is important 32:08 - The story of One Idiot 37:35 - True wealth lies in Mumbai 44:10 - Managing money for clients 55:32 - Why he chose SIPs over stocks 59:05 - How he invests in SIPs 1:09:05 - Managing fear and greed 1:15:55 - Can the banking system collapse? 1:18:10 - Strategy for exiting mutual funds 1:22:50 - Utilizing money 1:33:49 - Views on inheritance 1:38:25 - Overwhelming tolerance 1:42:05 - Investment in mutual funds 1:48:42 - Why you need a good advisor 1:54:15 - Advice for startup entrepreneurs 1:59:45 - Conclusion ==================================================================== This is the official channel for Dostcast, a podcast by Vinamre Kasanaa. Connect with me LinkedIn: https://www.linkedin.com/in/vinamre-kasanaa-b8524496/ Instagram: https://www.instagram.com/vinamrekasanaa/ Twitter: https://twitter.com/VinamreKasanaa Dostcast on Instagram: https://www.instagram.com/dostcast/ Dostcast on Twitter: https://twitter.com/dostcast Dostcast on Facebook: https://www.facebook.com/profile.php?id=61557567524054 ==================================================================== Contact Us For business inquiries: dostcast@egiplay.com