Wealth creation through MUTUAL FUNDS explained | Podcast with Rasesh Shah | Cognitive Cocktail EP-06 скачать в хорошем качестве

Wealth creation through MUTUAL FUNDS explained | Podcast with Rasesh Shah | Cognitive Cocktail EP-06

Take away all you need to learn about Mutual funds and it's importance from this podcast.. Well explained by Mr. Gajendra Kothari especially for the youth! Learn the Power of compounding.. Mr. Kothari has more than 15 years of experience encompassing both Indian & overseas capital markets. He is leading Etica Wealth since 2011. Mr. Kothari’s passion is to create financial awareness and empowerment amongst the youth of India. He has so far empowered more than 10,000 participants in the last 8 years. He has conducted more than 700 training sessions in the areas of Personal finance, Mutual Funds, Insurance etc. at SEBI Regional seminars, BSE, Indian Armed Forces, Inter-Connected Stock Exchange, Institute of Chartered Accountants of India (ICAI), and at various B-schools, colleges & corporate houses in the country. You can too reach out for your wealth management to Mr. Gajendra Kothari - https://eticawealth.com/ Follow us on social media handles: Instagram - Cognitive Cocktail -https://www.instagram.com/cognitiveco... Instagram - Ishan Vaastu (Official sponsor for the podcast) instagram.com/rasesh_ishanvaastu?igsh=Y2h6Y3Vsb29vMXcy Ishan Vaastu website ishanvaastu.com *Disclaimer: Before we dive into today's episode, we want to remind you that the views and opinions expressed by the hosts and guests are their own and do not necessarily reflect those of the podcast or its sponsors. The information provided is for educational purposes only, and should not be taken as professional advice. Always consult with a qualified expert or professional regarding any specific questions or concerns you may have. Now, let's get into the show!" The opinions expressed by the guest(s) are their own and do not necessarily reflect the views of the podcast host or platform.* All trade / service marks and brand of the respective Companies depicted herein is solely for informational purposes and no association or otherwise is in any manner claimed with such Companies and their respective brands and / or marks etc. Investing in mutual funds is a popular way to diversify your portfolio and gain exposure to a wide range of assets with relatively low initial investments. Here are the basics to help you get started: What Are Mutual Funds? Mutual funds pool money from multiple investors to buy a diversified portfolio of stocks, bonds, or other securities. Each investor owns shares representing a portion of the holdings of the fund. Types of Mutual Funds 1. Equity Funds: Invest primarily in stocks. They are categorized by the size of the companies they invest in (large-cap, mid-cap, small-cap) and their investment style (growth, value, or blend). 2. Bond Funds: Invest in bonds and other debt instruments. They aim to provide regular income with lower risk compared to equity funds. 3. Money Market Funds: Invest in short-term, high-quality investments issued by government and corporate entities. They are considered low-risk. 4. Balanced Funds: Invest in a mix of equities and bonds, aiming for a balance of income and capital appreciation. 5. Index Funds: Track a specific index (like the S&P 500) and aim to replicate its performance. 6. Sector Funds: Focus on specific sectors of the economy, such as technology, healthcare, or energy. How to Invest in Mutual Funds 1. *Determine Your Investment Goals*: Define your risk tolerance, time horizon, and financial objectives. 2. *Choose the Right Type of Fund*: Based on your goals, select funds that match your investment strategy. 3. *Research Funds*: Look at factors such as past performance, fees (expense ratio), fund manager's track record, and fund's portfolio composition. 4. *Open an Account*: You can invest through brokerage firms, mutual fund companies, or financial advisors. 5. *Make Your Investment*: Decide how much to invest initially and whether you want to set up automatic investments. 6. *Monitor Your Investments*: Regularly review fund performance and ensure it aligns with your goals. 00:00 - Introduction 01:56 - About Gajendra Kothari 05:02 - About His Company Etica 10:01 - Myths About Financial Planning 15:39 - Which Sectors Does Etica Suggest for Investment? 18:00 - Different Investment Options for a 25-Year-Old, 50-Year-Old, and 65-Year-Old 22:36 - Why Mutual Funds? What Are the Different Types of Mutual Funds, and What Is REIT? 31:14 - PMS (Portfolio Management Scheme) vs Mutual Funds 38:02 - Prashant Jain: The Fund Manager 40:17 - How to Review Mutual Funds and Understand Financial Terms 49:54 - What Are SIPs and the Power of Compounding? 58:51 - Tax Implications on Mutual Funds 01:08:39 - Outro #podcast #trending #mutualfunds #hindi #money