Top Financial Expert Reveals Best Way to Manage Mutual Funds | Kushal Lodha скачать в хорошем качестве

Top Financial Expert Reveals Best Way to Manage Mutual Funds | Kushal Lodha

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86 ➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC... In this insightful episode, we hosted Kailash Kulkarni, CEO of HSBC Mutual Fund India, who brings over three decades of experience in the financial markets. Kailash shares his candid journey, opening up about his biggest financial blunders—from losing nearly 100% of his capital during the 2000 tech crash to a real estate investment that gave him zero returns for years. He dismantles the myth that experts always get it right and explains why he stopped chasing high-risk returns to focus on sustainable wealth creation. This conversation is a complete masterclass on Mutual Fund selection and Asset Allocation. Kailash breaks down his proprietary "50% Rule" for setting realistic SIP expectations, explains why Central Banks are dumping the Dollar for Gold, and warns against blindly using AI tools like ChatGPT for investment advice. Whether you are a student starting with ₹500 or a seasoned investor looking to rebalance your portfolio, this episode provides a practical, jargon-free roadmap to financial independence. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world! #kushallodha #investingwisdom #stockmarketindia #wealthcreation #longterminvesting #financepodcast #investmentstrategy ➡ Order my book 'Acing CA' here: https://www.amazon.in/dp/8195816886?r... ➡ Order my book 'Unlocking Unicorn Secrets' here: https://www.amazon.in/dp/0143461605?r... Follow Kushal Lodha on Social Media: 📝 LinkedIn:   / kushallodha548   📷 Instagram:   / kushallodha548   📱 Twitter:   / kushallodha548   Follow Kailash on Social Media: 📝 LinkedIn:https://www.linkedin.com/in/kailash-k... Timestamp: 00:00 Trailer & Introduction 01:47 Investment Journey 08:34 Advice for new investors 12:37 Which Index Fund to choose 16:02 Ideal Diversification 18:18 Gold & Silver 22:33 2 questions every investor should ask themselves 23:45 How to choose which mutual funds to invest in 30:57 Stability vs Volatility for Retail Investors 32:31 Sectoral funds 38:53 Consumption trends & patterns 44:17 Current AUM & split 49:44 Change from physical to financial assets 52:13 Gold mutual funds 55:43 HSBC Brazil fund 59:24 How many mutual funds to invest in 01:00:12 When to Review vs Rebalance Portfolio 01:02:20 Potential for new MFDs 01:07:07 Potential for new AMCs 01:08:09 Learning sources 01:13:58 Best and worst personal investments 01:16:39 Bombay House 01:19:16 Evaluating the returns of the house you live in 01:21:33 Real estate 01:22:28 Behavioral finance 01:26:01 Recommended books 01:26:47 Typical daily routine 01:30:07 Childhood & upbringing 01:31:21 What would he ask himself? 01:39:36 Conclusion 01:40:34 Outro #kushallodha