Gajendra Kothari's session on how to create wealth using Mutual Funds:
[ Ссылка ]
Join us for an eye-opening conversation with Gajendra Kothari, MD & CEO of Etica Wealth. In this episode, Gajendra shares his personal approach to investing, starting with how to set up a smart investment plan.
Gajendra breaks down his investing rules and discusses whether it’s worth sticking with funds that aren’t performing well. He explains how to recognize different investing cycles and how he identified the cycles for mid and small-cap stocks. We also talk about sector rotation, the growth rate of his portfolio, and his views on investing in foreign funds—especially for younger investors.
Plus, Gajendra shares his investment style, his strategies for handling market drops, and some handy tips on asset allocation. Whether you’re looking to refine your investment strategy or just curious about Gajendra’s approach, this episode is full of practical advice and insights. Don’t miss it!
Check out our Conversation with top Investors in India: [ Ссылка ]
Follow Us On Other Socials⚡
🌐Our Website: [ Ссылка ]
📈Instagram: [ Ссылка ]
✍LinkedIn: [ Ссылка ]
🐦Twitter: [ Ссылка ]
Telegram Community: [ Ссылка ]
What is Upsurge.club? 🤔
We are a one-stop solution for learning trading, investing & finance from leading industry experts. Choose from our curated range of 45+ courses, along with live webinars and discussions, to stay one step ahead of your peers when it comes to stock market trading & investing. Start your stock market journey today with upsurge.club. 🚀
Timestamp:
00:00 - Preview
00:48 - Introduction
01:40 - How to Plan Investments?
12:35 - Comparing Portfolio with Others
13:28 - Story of SBI Magnum Midcap Fund
18:00 - Rules for Investing
18:45 - Should You Continue Investing in Underperforming Funds?
22:45 - How to Identify Cycles in Investing Styles or Sectors?
24:47 - How Gajendra Identified the Cycle of Mid and Small-Caps?
25:42 - Sector Rotation
26:54 - Overall CAGR of Gajendra’s Portfolio
30:00 - Investing in Foreign Funds
35:09 - Are Foreign Funds Suitable for Young Investors?
36:31 - Other Characteristics of Gajendra’s Investment Style
40:06 - How to Handle Market Downturns?
44:37 - Tips on Asset Allocation
48:08 - Conclusion
#upsurge #financiallyfit #screener #fundamentalanalysis #valuationary #basicsofstockmarket #stockmarketbeginners #stockmarket #investing
