Guest
📈 Gajendra Kothari's session on how to create wealth using Mutual Funds: In this third episode of our podcast series with Gajendra Kothari, MD & CEO of Etica Wealth, we discuss in detail how to make your first one crore through SIPs in Mutual Funds. Gajendra shares valuable insights on avoiding withdrawals, the impact of step-up SIPs, and how everything changes after reaching your first crore. He also discusses inflation-beating strategies and personalized portfolio planning for different age groups in detail. Additionally, we explore topics like ideal retirement, avoiding portfolio obsession, and the reality of mutual fund scams. A must-watch for every investor aiming for financial growth! Check out our Conversation with top Investors in India: Follow Us On Other Socials⚡ 🌐Our Website: 📈Instagram: ✍LinkedIn: 🐦Twitter: Telegram Community: What is ? 🤔 We are a one-stop solution for learning trading, investing & finance from leading industry experts. Choose from our curated range of 45 courses, along with live webinars and discussions, to stay one step ahead of your peers when it comes to stock market trading & investing. Start your stock market journey today with . 🚀 Timestamp: 00:00 Preview 00:48 Introduction 01:21 Guide to Reaching Your First 1 Crore 03:52 How to Avoid Withdrawals and Let Your Corpus Grow? 06:45 The Impact of Step-Up SIPs 08:40 Gajendra’s Client Story: Buying a House 11:00 How Everything Changes After Reaching 1 Crore 13:53 Beating Inflation: Key Strategies 14:52 What After First Crore? 18:49 Portfolio allocation for a 25-Year-Old 23:38 Portfolio allocation for a 35-Year-Old 27:17 Portfolio allocation for a 45-Year-Old 30:08 Understanding Ideal Retirement 30:57 The Reality of Scams in Mutual Funds 33:12 How to Stop Constantly Watching Your Portfolio? 35:34 Is It Correct to Take a Loan Against Securities? 37:46 Conclusion #upsurge #investingwithupsurge #financiallyfit #screener #fundamentalanalysis #valuationary #basicsofstockmarket #stockmarketbeginners #stockmarket #investing
