Video Description

How to Choose the RIGHT Mutual Fund (Like a Pro) and Stock Market Strategies for 2026 In this episode of The Net Worth Show, we talk with Aashish P. Sommaiyaa, CEO of White Oak Capital, about the fundamentals of investing in India and his proven strategies for generating market-beating returns. He shares practical insights on investment strategies, portfolio diversification, and asset allocation frameworks, along with his views on equity investing, mutual funds, gold, and real estate in India. From how to choose the best mutual funds in India to retirement planning tips, this conversation is packed with practical advice for both beginners and experienced investors. Aashish also shares his personal asset allocation strategy, views on Indian stock market valuations, and his financial advice for new investors. 👤 About the Guest Aashish Sommaiyaa is the Executive Director & Chief Executive Officer at WhiteOak Capital Asset Management Ltd. He is one of the most respected leaders in India’s asset management industry, with over 20 years of experience in investment strategy, mutual funds, and wealth management. He has experience in scaling up and managing relations across well-known AMCs like Motilal Oswal AMC and ICICI Pru AMC, having previously scaled Motilal Oswal AMC from ₹1,300 crores to over ₹43,000 crores in AUM. ⏰ Time Stamps 0:00 - Highlights 1:29 - Indian Stock Market Outlook 2025 7:01 - How To Manage SIP Investments 3:04 - How To Plan Finances For Retirement 9:44 - How To Choose The Best Mutual Funds For Long-Term Wealth Creation 15:34 - Should You Focus On The Fund Manager? 18:00 - How Many Mutual Funds Should You Have? 20:13 - Should You Invest 100% In Equity? 23:02 - What To Do With Your Mutual Fund Investments After Reaching Your Goal 27:10 - Do SIP Dates Matter For Returns? 29:30 - Key Mutual Fund Metrics Every Investor Should Track 32:02 - Is The Indian Stock Market Overvalued Right Now? 35:49 - Top Sectors Driving India’s Growth – Where To Invest Next 42:05 - How To Identify The Strongest Companies In A Theme Or Sector 45:58 - Real Estate Investing In India 49:49 - Aashish’s Net Worth & Personal Investment Journey 50:30 - Aashish Sommaiyaa’s Asset Allocation Strategy 53:50 - His Advice For Indian Investors 💡What you’ll learn in this episode: - Aashish’s outlook on the Indian stock market - Best way to manage SIPs in 2025 - How to plan your finances for retirement in India - Tips on selecting the right mutual funds for long-term wealth - Key metrics to track when comparing mutual funds - India’s growth drivers and sectors to watch next - Aashish Sommaiyaa’s asset allocation and investment philosophy This episode is packed with real-world insights on India’s economy, stock market fundamentals, and personal wealth creation. A must-watch for anyone interested in finance, policy, and India’s economic future. 📌 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 #AashishSommaiyaa #indmoney