Mutual Fund CEO's 3 Fund Rule To Get Rich | Kushal Lodha #243
Kushal Lodha
@kushallodha548About
Money as a topic was never taught in Schools, Colleges, & even Universities. No one knows how to manage money, how to invest, how to save, and end up making ample money mistakes that they later regret. Hi! I am Kushal Lodha, a Rankholder CA (AIR 6, 5, 5), CFA and ACCA and through my podcast, Konversation with Kushal, I help you become better when it comes to managing your finances and making you rich. If you want to become smart when it comes to your finances & make the right career decisions, this podcast will help you achieve that goal! Our purpose is to make you financially literate, by calling experts who can guide you, and help you take better informed decisions. We bring top leaders and ideas from the world of finance to teach you to get a slight edge in your life. Subscribe NOW! You can connect with me on: LinkedIn: https://www.linkedin.com/in/kushal-lodha-90334b159/ Instagram: https://www.instagram.com/kushallodha548/?hl=en Twitter: https://twitter.com/kushallodha548
Video Description
➡ 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, Kushal is in conversation with Mr. Anthony Heredia, the MD & CEO of Mahindra Manulife Mutual Fund, which manages over ₹32,000 Crores in AUM with an additional $300-400 Million in advising overseas clients. He shares his incredible 30+ year journey, from his first investment in a 52-week-low stock to his best investment and his worst investments. He reveals his simple mutual fund framework and shares advice for new investors earning ₹50,000/month, advising against over-diversifying. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world! #KushalLodha #Anthony #mahindra #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy ➡ Order my book 'Acing CA' here: https://www.amazon.in/dp/8195816886?ref_=cm_sw_r_cp_ud_dp_X13KX7DBZEK4FDZ2ATBX ➡ Order my book 'Unlocking Unicorn Secrets' here: https://www.amazon.in/dp/0143461605?ref_=cm_sw_r_cp_ud_dp_2N298HH57745310Z4TAM Follow Kushal Lodha on Social Media: 📝 LinkedIn: https://in.linkedin.com/in/kushallodha548 📷 Instagram: https://www.instagram.com/kushallodha548/ 📱 Twitter: https://twitter.com/kushallodha548 Follow Anthony on Social Media: 📝 LinkedIn: https://www.linkedin.com/in/anthonyheredia/ Timestamp: 00:00 Introduction & Trailer 02:05 How Anthony started his investing journey 06:45 Anthony's BCom & CA journey 14:06 What helped him secure a rank in CA 20:37 Current trends in the talent pool - CA v/s MBA 22:52 Best & Worst Investments in Career 28:49 How does Anthony evaluate companies - GCMV framework 34:21 GCMV Framework Deep Dive 41:41 Is the Market overvalued right now? 47:20 How many MFs should young investors invest in? 55:36 Different Types of Mutual Funds 1:02:15 AUM & Performance Metrics 1:04:06 Why Anthony doesn't recommend thematic funds 1:11:46 GenZ participation in Mutual Funds 1:17:39 Anthony's take on Finfluencers 1:26:31 Average Holding period for investing in Mutual Funds 1:30:19 Anthony's experience buying a house 1:36:34 Worst financial decision of Anthony's life 1:41:47 Anthony's take on Index Funds 1:46:35 Anthony's personal asset allocation 1:48:41 All about Arbitrage Funds 1:51:11 Experience with AMFI 1:55:11 Contrarian Bet that paid off 2:00:18 Countries Anthony is bullish on 2:03:00 Anthony's experience with Morgan Stanley 2:08:35 What would Mr. Anthony ask himself? 2:10:53 Conclusion 2:11:49 Outro #kushallodha
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