Mutual Funds Masterclass: Secrets from his 50 Crore Portfolio | Ft Gajendra Kothari

Mutual Funds Masterclass: Secrets from his 50 Crore Portfolio | Ft Gajendra Kothari In this value-packed episode of Samjhe Kya Podcast, we are thrilled to welcome Gajendra Kothari, Managing Director and CEO of Etica Wealth Private Limited, a financial expert with over 15 years of experience in Indian and international Mutual Funds market. A CFA and CAIA, he specializes in portfolio management and wealth advisory, advocating financial literacy and long-term investing to help individuals achieve financial freedom. From decoding his personal portfolio to mutual fund trends in 2025, this episode offers actionable tips to grow your wealth and secure your financial future. What You Will Learn: - How to invest in 2025 according to your goals - The 5 key parameters to remember while investing - Best Mantra for SIPs and maximizing returns - Decoding funds in Gajendra Kothari's investment portfolio - Risk management strategies for new investors - Business vs Stock Market: Where to invest for maximum growth This episode is a must-watch for investors, professionals, and anyone looking to build wealth with smart, strategic financial planning. Video Timestamps: 00:00 - Recap 02:13 - Introduction 06:03 - Patience as an Investor 08:12 - 5 Key Investing Parameters 12:46 - Best SIP Mantra 15:37 - Gajendra Kothari’s Investment Journey 18:11 - Goal Oriented Investment Strategy 19:02 - Can Fund Managers Be Wrong? 21:40 - How to Being a Wise Investor 26:00 - Human Behavior in Investing 28:15 - Gajendra's Portfolio Revealed 29:30 - DSP ELSS Tax Saver Fund 32:28 - DSP Small Cap Fund 33:24 - SBI Magnum Midcap Fund 37:39 - Nippon India Multi Cap Fund 43:05 - Bandhan Infrastructure & Sterling Value Fund 51:20 - Risk Management for Newbies 53:16 - Right Time to Withdraw 56:25 - Investments After COVID 1:01:50 - What Happens if You Break Compounding? 1:03:53 - Why Momentum Funds Are Trending? 1:05:20 - Lump Sum vs SIP 1:08:32 - Should You Invest in ETFs? 1:10:17 - Business vs Stock Market 1:12:23 - Forecast about Investment in Gold? 1:14:57 - Key Takeaways from His Journey 1:15:45 - Rapid Fire 1:20:34 - End of Episode #mutualfunds #gajendrakothari #podcast Connect with Gajendra Kothari: 📸 Instagram: https://www.instagram.com/iamoneidiot 📝 LinkedIn: https://www.linkedin.com/in/gajendrakothari 📱 Twitter: https://x.com/gajendrakothari Connect with Me: 📸 Instagram: https://www.instagram.com/coachsamriti/?hl=en 💼 LinkedIn: https://www.linkedin.com/in/samriti-grover-conversion-inc-2539ba29 🌐 Website: https://conversioninc.co/ 📩 1:1 Consultation: [email protected] Want to be a Guest Speaker on our Podcast? Fill out this Google Form: https://forms.gle/yZ6YXxAjt6CfWPKV7 About the Podcast: Samjhe Kya Podcast brings you insightful conversations with experts, offering actionable strategies for financial growth, investing, and personal development. Subscribe now for life-changing insights! SEO Tags : mutual funds, Gajender Kothari, investing in 2025, financial planning, stock trading tips, money management, wealth creation, smart investing strategies, economic trends 2025, financial freedom, risk management, direct equity vs mutual funds, market predictions, financial growth tips, investment opportunities 2025