Mastering Mutual Funds, SIP Strategies, and Buying a Rolls Royce Through Investing | Dostcast

Oct 29, 2024

In this discussion, Gajendra Kothari, Managing Director and CEO of Etica Wealth, shares his expertise on mastering mutual funds and SIP strategies. He elaborates on the importance of financial literacy and emphasizes investing with a purpose. Gajendra also delves into the complexities of family business dynamics and the critical role of wealth managers. He advocates for long-term investment approaches while addressing emotional biases in investing. This conversation offers insightful strategies for attaining financial freedom and living a fulfilling life.

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Intro

00:00 • 2min

Navigating Portfolio Management Ethics

02:14 • 3min

Wealth Creation and Family Dynamics

05:39 • 17min

Navigating Risks in the Wedding Planning Industry

22:59 • 3min

The Case for Liquid Emergency Funds and Strategic Investments

25:51 • 3min

Finding Purpose Beyond Wealth

28:29 • 14min

Balancing Wealth and Life Satisfaction

42:23 • 12min

Navigating Wealth Through Emotional Investing

54:52 • 21min

Understanding Banking Stability and Investment Risks

01:15:53 • 2min

Investing in Mutual Funds: Strategies for Success

01:17:32 • 8min

Inheritance and Identity

01:25:56 • 14min

Mastering Financial Goals and Investment Strategies

01:39:42 • 18min

The Power of Diligence in Wealth Management

01:57:59 • 9min

Mitigating Key Man Risks through Delegation and Institutionalization

02:07:28 • 2min

Navigating Capital Allocation and the Role of Advisors in Wealth Management

02:09:31 • 3min

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 ageIf you want to learn more about investing in SIPs and choosing the best way for investments, watch this episode.0:00 - Introduction0:55 - Why he got into portfolio management5:40 - Learnings about money from the Hindu Undivided Family10:20 - Doing business with the family19:40 - Risk in business25:50 - Views on Mutual Funds and Fixed Deposits (FDs)29:53 - Why having a purpose is important32:08 - The story of One Idiot37:35 - True wealth lies in Mumbai44:10 - Managing money for clients55:32 - Why he chose SIPs over stocks59:05 - How he invests in SIPs1:09:05 - Managing fear and greed1:15:55 - Can the banking system collapse?1:18:10 - Strategy for exiting mutual funds1:22:50 - Utilizing money1:33:49 - Views on inheritance1:38:25 - Overwhelming tolerance1:42:05 - Investment in mutual funds1:48:42 - Why you need a good advisor1:54:15 - Advice for startup entrepreneurs1:59:45 - 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