He Manages Rs. 22 Lakh Crores! Here's What He Says About Stock Markets | Kushal Lodha скачать в хорошем качестве

He Manages Rs. 22 Lakh Crores! Here's What He Says About Stock Markets | 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 episode of Konversation With Kushal, Kushal Lodha sits down with Vetri Subramanian, CEO and MD of UTI Asset Management Company, to reveal what actually decides long term investing success. When you are responsible for managing over ₹22 lakh crore of assets at the UTI Group level, market noise fades and only what survives cycles matters. This conversation takes you inside how professional fund managers think about cash flows, return on capital, valuation discipline, unit economics, and risks that most investors realise only after it is too late. If you are a young investor trying to start right or a seasoned one trying to avoid silent mistakes, this episode will challenge how you think about markets. You will learn why SIPs and diversified equity funds matter earlier than most people believe, how to judge a fund manager beyond past returns, and why predicting markets often destroys wealth while managing odds builds it quietly. This is not about tips or shortcuts. It is about frameworks that hold through cycles. Watch till the end because the most important insight comes when certainty feels highest. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world! #KushalLodha #mutualfunds #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 guest on Social Media: 📝 LinkedIn:   / vetri-subramaniam   📱 Twitter: https://x.com/VetriSmv Timestamp: 00:00 Trailer & Introduction 02:03 UTI Assets under Management 02:27 Ideal way to start mutual fund investing 05:56 Diversified Investing schemes 06:51 Choosing the right fund 10:37 Investment process to select stocks 18:10 Metrics to look at 20:16 Decoding the right valuation 23:32 PEG ratio v/s PE Ratio Deep Dive 31:26 Sensex Nifty Viewpoint 35:49 Type I & Type II Errors in Investing 43:39 Best Investments so far 45:08 Investing in Retail Sector 50:08 Memorable interactions with Radhakishan Damani 51:25 Interaction with Rakesh Jhunjhunwala 53:52 Ideal number of investing schemes & stocks 56:38 View on New Age stocks 1:01:20 Zomato's case 1:05:00 Bold prediction for 2026 1:10:39 What would Mr. Subramaniam ask himself? 1:11:55 Conclusion 1:12:24 Outro #kushallodha