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

Listen to this episode on Spotify:

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

====================================================================
Contact Us

[NaufalKnoechel]

I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.

[NicholasBall]

Investing in mutual funds offers a structured and diversified approach to building wealth, managed by professional fund managers. While there are costs and some limitations, the benefits of diversification, professional management, and ease of access make mutual funds a popular choice for achieving a variety of financial goals.

[afrozalam-vh]

"If you failed to plan, you are planning to fail" was just a super duper line.

[mayor-ow]

Thank you for recommending Sarah Jennine Davis on one of your videos. I reached out to her and :nvesting with her has been amazing.

[amitarora]

Mr. Gajendra is amazing personality.. i personally like his ideas 💡

[PrabhavatiK-ky]

Your best podcast.. all young girls and boys should watch this..

[priydarshanpathak]

The guest has been lucky on many fronts... to hv the right ppl with him all the time ..
Yahaan chacha tau zameen hadapne ko baithe hain !!!

[theentertainmentguide]

Bhai ye Salman Khan wala attitude se podcast kyo karte ho?
Just be humble
Be grounded
Attitude mat dikhao
Put a humble smile on your face during the podcast

Gajendra ji looks so humble

[anandkapoor]

Gajendra Ji Waheguru k meher se aapke 100 CR jaldi banenge 🙏
Aapse bahut motivation milti hai

[LITMAIRONRANG]

Great Respect to Gajendra Sir.. From Arunachal Pradesh.

[mahendrapandhi]

Really good for the most of the people who are not conversant about Mutual fund investing

[PrateekKumarAgrawal]

This is the best interview of Gajendra. The interviewer asked every aspect of investment. I really liked this video.

[santosh]

गजेन्द्र जी का बहुत आभार🙏आपने इतने महत्वपूर्ण विषय को बहुत ही सरल शब्दों में दर्शकों तक पहुंचाया यह प्रशंसनीय है। आपने वित्तीय ज्ञान को समझने में मदद की और आज के परिदृश्य में इसकी महत्ता को रेखांकित किया। हृदय से आभार❤❤। आप सही मायनों में वित्तीय प्रबंधन के श्रेष्ठ गुरु हैं आपको नमन🙏

[bkmngr]

Host : you have less knowledge about this. Allow Gajendra to speak. Your examples does not add value. Allow Gajendra to speak and he will add value.

[ratiranjanpal]

Wow……what a man Mr. Gajendra. What a clarity, conviction, confidence, courage, humility, integrity, spirituality? After Ratan Tata I am seeing a gentleman. I love and admire him now onwards. Hats off to this noble gentleman

[rav-g]

This sir is great not just in his profession but also in a general sense, like how he talks, his mentality, I would love to hear his mindful words on a next episode 😊.

[niksoni]

Me crorepati hu, hum crorepati nhi Hai...
That line Hits me Hard...

[divyomotivation]

Financial podcast is my Energy, Thanks lots Sir❤

[jayakrishnant]

What a fantastic host. Clear, conscience. Mr. Kothari has stopped moving his goal post and it shows in his demeanour. Fabulous stuff.

[selfmotivation]

It's 1:30:35 time I am watching & I can't hold myself to comment on this podcast that "This is my life changing podcast ever I saw." Such a person like Gajendraji will never talk like this in front of us taking this much of plenty of time. Thank you very much for this kind of opportunity provided to watch on YouTube from your platform. And yes, this is the 1st podcast I saw on your YT channel. Subscribed after 15-20 minutes of watching. Big like 👍❤