Making Returns in 2026 is Easier Than You Think. Here's How! | Ft. Rajeev Thakkar скачать в хорошем качестве

Making Returns in 2026 is Easier Than You Think. Here's How! | Ft. Rajeev Thakkar

In this episode of The Net Worth Show, we sit down with Rajeev Thakkar, CIO and Director at PPFAS Asset Management, to break down the fundamentals of investing in India. He explains how to build long term wealth through simple frameworks, stock selection rules, asset allocation, and disciplined investing. We also cover his views on equity markets, mutual funds, IPOs, US investing, and sector trends for 2026. 🎙️About the Guest Rajeev Thakkar is the CIO and Director at PPFAS Asset Management and the fund manager of the Parag Parikh Flexi Cap Fund, one of India’s largest equity mutual funds. With more than 30 years of capital market experience, he helped launch the AMC and its flagship scheme in 2013 and has guided it to an AUM of about 1.43 lakh crore rupees. He follows a value investing approach and is a CFA charterholder, Chartered Accountant and Cost Accountant. 💡Here's what we spoke about Themes and sectors to watch for 2026 How PPFAS builds its strategy and makes contrarian decisions How investors can avoid fear-based and impulsive decisions How to select the right stocks and mutual funds Red flags in small-cap and mid-cap companies His view on India’s IPO market Lessons from Charlie Munger, Warren Buffett, and Benjamin Graham His personal process to analyse companies ⏰ Time stamps: 0:00 - Highlights 0:57 - About Rajeev Thakkar 1:20 - Where are we in the current market cycle right now? 4:16 - Parag Parikh's changing strategy with growing AUM and Investor expectations 7:24 - Rajeev Thakkar's personal investing style 9:06 - How to select the right stocks 13:30 - What IPO red flags should investors watch out for? 17:40 - How do you take contrarian calls against the market? 20:58 - What financial milestones shaped your views on money? 24:13 - What is your Net Worth and current asset allocation? 25:22 - How to invest in small and mid caps? 28:49 - The right way to averaging down vs averaging up in the market 31:41 - US investing explained 35:05 - How should Indians start investing in the US markets? 36:08 - How to choose the right mutual funds? 38:07 - How many funds should a retail investor actually hold? 39:07 - Framework for asset allocation 39:35 - Which sectors should investors keep an eye on right now? 42:18 - Biggest Mistake made by investors today 43:37 - How to avoid impulsive decisions in volatile markets 45:59 - Parting Advice for investors This episode is filled with practical insights on India’s economy, stock market basics, and long-term wealth creation. A must-watch for anyone interested in investing, mutual funds, and financial planning. 📌 Don’t forget to like, share, and subscribe for more videos on personal finance, mutual funds, and investing in India. #MutualFundsIndia #SIPInvestment #StockMarketIndia #RetirementPlanning #BestMutualFunds #InvestingTips #PPFAS #ParagParikhFlexiCap #RajeevThakkar