Mutual Fund Ki Baat - Aashish Somaiyaa, CEO, WhiteOak AMC | How mutual funds help create wealth?

Aashish Somaiyaa, CEO WhiteOak Capital Asset Management, on Mutual Fund Ki Baat talks about the external environment and its impact on investment, why it's important to invest young, and why overlap between mutual funds schemes doesn't matter, among other things.
He explains that starting your investment journey as early as possible is essential to create wealth. He also adds that investors often underestimate the investment horizon and overestimate the liquidity requirement. So, for a long-term investment strategy to work, investors should identify their immediate money requirements and only then make equity allocations.

0:00 - Introduction
2:03 - About Aashish Somaiyaa
3:09 - How to start investing early?
6:58 - What is flexi cap fund?
9:42 - Why is flexi cap fund best for new investors
10:37 - Growth vs Value investing
12:59 - How many mutual funds should we own?
17:00 - Should we check overlapping of funds?
19:55 - Things to look at before investing in a mutual fund
23:13 - Can the expense ratio reduce?
25:46 - Asset allocation
29:04 - Can a man with Rs15,000 per month invest in a mutual fund?
33:13 - Time horizon for flexi cap funds
34:45 - Return expectation on flexi cap fund
38:59 - Nifty at 18,000 should we start our mutual fund?
41:56 - Passive funds vs Active funds
46:06 - When to exit a mutual fund?
48:47 - How to utilize the wealth?
52:50 - Conclusion
53:19 - Key Learnings


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Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes.