WATCH THIS ₹52 Crores Portfolio Breakdown | Investing Masterclass | Ft. Gajendra Kothari | KwK
Kushal Lodha Kushal Lodha
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 Published On Oct 12, 2024

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In this episode of Kwk, Kushal Lodha interviews Gajendra Kothari,a prominent financial expert, the Managing Director and CEO of Etica Wealth Private Limited, he has over 15 years of experience in both Indian and international capital markets. A Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA), Gajendra is dedicated to helping individuals achieve financial freedom by making their money work hard for them. He is also a passionate advocate for financial literacy and long-term investing.

In this podcast, he shares his journey inside out and delves into the intricacies of mutual funds, index funds, and systematic withdrawal plans. Gain valuable insights as he breaks down complex financial concepts into easily digestible information. Whether you're a seasoned investor or just starting out, this video is packed with tips and strategies to help you make informed decisions and maximize your investments. Don't miss out on this opportunity to elevate your financial knowledge! 📈📊

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Timestamps:

00:00 - Introduction
01:19 - Power of SIPs
04:00 - Portfolio of 52 Cr
07:03 - Power of Compounding
10:40 - What are Mutual Funds
14:46 - Gold as Mutual Funds
18:50 - Who are Trustees
20:59 - SBI Mutual Fund
24:20 - Emergency Funds
27:30 - Studying Monthly Factsheet
36:15 - Studying the Returns
01:02:50 - Penalties of Withdrawal
01:14:27 - Liquid Funds
01:21:10 - Risk Management
01:28:15 - Thematic Funds
01:29:10 - How to Start Investing In Mutual Funds
01:30:15 - Index Funds
01:33:20 - Diversified Equity Fund
01:37:27 - How Many Funds To Have
01:41:50 - How to Identify a Good Fund Manager
01:44:40 - Finding the Best Mutual Funds
01:58:40 - Taxation on Mutual Funds
02:04:40 - What are SWPs
02:15:50 - Future Planning

#kushallodha #podcast #investing #mutualfunds #money

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