Basics Of Mutual Funds Masterclass | Ft. Gajendra Kothari | KwK #115

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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! 📈📊

Don't forget to like, subscribe, and hit the bell icon for more insightful and interesting content! 🎥📚

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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

[CrazyIndia]

Brilliant podcast, this is the most simplified way someone explained the Mutual Fund in detail

[vishnumurthy]

Kya yaar Kushaal...Gajendraji....6 Mahine me main Google search kar karke Jo seekha tha aapne 2hrs 20 minutes me saari duniya ko sikha diya....Power of CA, CFA (compunding).

Good questions gets great answers. Kushal, you used your education and Student mode to unrevealed all the secrets . I feel this is the most motivating podcast covering most of the topics of MF ..Rs.5, 000 SIP growing to become 59K, 65 K... was the longest mouth opening moment.

Hearing to Gajendraji is like talking to a best friend who wants to tell you everything and at the same time wanting you to achieve what he has achieved. Great human being.

You covered the most important topics enough for a person to start SIP without wasting a minute.

The last story : Living in a 15 crore home near churchgate and no income to buy medicine was very touching. Financial literacy and retirement planning is so important to live the last years head held high .

Thanks a million for this podcast - Proud SIP Investor and Strongest SIP supporter ❤

[RebeccaStallion]

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.

[rajeshbamel]

I watched this podcast with a copy-pen, and by 11:55 PM, I was finished. I learned a lot about mutual funds, and it cleared up my confusion. Thank you for an informative show. The host, Gajendra Kothari, is an expert and teacher who made the presentation clear and easy to understand.

[raphjo]

I absolutely admire this guy, Gajendra Kothari. I saw 2-3 videos of his from here and there and he has shared immense financial wisdom, without holding back anything. Thanks to Kushal to bring people like him to his podcast. Super !!!

[dipin]

Gajendra Kothari is GOAT the way he explained everything that even beginners can understand. And Kushal Lodha asked questions like a sincere student who is hungry to learn. Great podcast. Keep up the good work

[mahekshah]

This is the Best Podcast to listen to for someone my age(22) who wants to start their investing journey.

[religionofpeace]

Sharpe ratio and arbitrage were the most difficult concepts to understand I guess but pretty well explained.

[RanjanKumar-oote]

2020 ke baad market exponentially badha, ussi ka ye result hai. Compounding me market ka bhi important role hai.

[KapilNaker]

You asked all the questions which were in my mind and Gajendra sir has given very very satisfactory answers.. great podcast..

[harshitdubey]

Bhot badhiya podcast tha maza aa gya, mai apne chote bhai behno ko bhi refer karunga

[BahavagnareddyPuli]

This podcast is speechless
I'm very thankful to Kushal and
Special thanks to Gagendra sir
But I don't know Hindi but I can understand a little and my major problem is when they speak numbers in Hindi
It's a humble request if Kushal and the person being interviewed can speak the numbers in English
I'm really hesitant a lot of times to ask such a request

[Mr_Random]

It was really a proper 2 hour masterclass of Mutual was very simplified❤️

[vaibhavbansal]

Best podcast on mutual fund in whole in YouTube ❤❤

[krishna]

Gajendra kothari sir seems a very humble man thanks a lot for sharing such a valuable knowledge with us.

[anjooyadav]

It is one of the great podcast, simplifying each topic, a layman can easily understand who have zero knowledge. Keep it up kushal lodha sir, and please Dont stop making such video

[atharvainter]

BEST PODCAST EVER ON PERSONAL FINANCE !!

[Kamaldas-hkdl]

Jitne shabdon se taarif krun kam hai...absolutely loved the podcast and huge respect to you

[aniketchaudhary]

What a brilliant podcast, it was such a pure discussion on mutual funds ever I watched. The transparent explanations with facts by @Gajendra sir, and the quality of questions @Kushal asked made it complete package.
It cleared my all doubts regarding mutual funds 👌

[yatishkhatri]

Thanks Kushal and Thanks to Rajendra for detail information. .