Save your Portfolio from Market Crash I Ft. Kirtan Shah | Sanjay Kathuria Podcast
In this episode of the Sanjay Kathuria Podcast, we host Kirtan Shah, serial entrepreneur in financial education and wealth management, Founder and CEO of Truvanta Wealth, and former Executive Director at a BSE-listed NBFC With deep expertise in banking, treasury, and markets, and regular appearances on CNBC, Zee Business, and ET Now, Kirtan Shah shares a powerful framework to help investors build a crash-proof mutual fund portfolio.
This episode focuses on smart asset allocation, risk management, SWP strategies, hybrid fund comparisons, and practical mutual fund frameworks that help investors protect capital during volatile markets while still aiming for long-term wealth creation.
📘 What You’ll Learn
✅ Hybrid funds, Arbitrage & Equity Savings explained
✅ Conservative vs Aggressive hybrid comparison
✅ How to reduce risk without sacrificing returns
✅ Best funds for SWP & tax efficiency
✅ How to invest ₹5–10 lakhs smartly
✅ Best equity vs debt allocation strategy
✅ Mutual fund mistakes to avoid
✅ How to create lifetime income using SWP
✅ IDCW vs SWP comparison
✅ Beginner-friendly investing framework
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⏱️ Timestamps
00:00 – Podcast Teaser
02:21 – Hybrid Funds Explained
04:10 – Arbitrage Funds Explained
06:15 – Debt Funds Vs Arbitrage Funds
07:10 – Impact of STT on Mutual Funds
08:20 – Don’t Invest in Arbitrage Funds If
09:30 – Conservative Hybrid Funds Explained
10:05 – Equity Savings Funds Explained
11:20 – Conservative Hybrid Vs Equity Savings
14:20 – Best Funds for SWP to Save Tax
16:30 – Best Funds for Moderate Risk Investors
20:05 – BAF Vs MAA Fund Comparison
23:15 – BAF में किसको Invest करना चाहिए?
27:42 – Aggressive Hybrid Funds Explained
29:50 – Returns Vs Risk Comparison
36:50 – Investing Guide for Beginners
43:42 – Why Should You Invest in Debt Funds?
46:07 – How to Invest ₹5–10 Lakhs
48:00 – Get Lifetime Income using SWP
53:10 – Best Equity Vs Debt Exposure
55:18 – Should You Invest in Mid Cap for SWP?
57:39 – Best Mutual Funds AMCs for 2026
59:16 – Mutual Fund Mistakes to Avoid
01:01:50 – Which One is Best: IDCW Vs SWP
01:03:23 – Episode Outro
🔗 Guest Socials
Youtube : / @kirtanashah
Instagram: / kirtanshahcfp
LinkedIn: / kirtanshahcfp
Twitter: https://x.com/kirtanshahcfp
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🧵 Hashtags
#KirtanShah #MutualFundsIndia #HybridFunds #DebtFunds #PortfolioStrategy #MarketCrash #SWP #WealthCreation #SanjayKathuriaPodcast
🔍 SEO Tags
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If you want to protect your wealth during market crashes and build a balanced mutual fund portfolio for 2026, this episode is a must-watch.
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📚 About the Podcast
The Sanjay Kathuria Podcast brings you India’s top investors, entrepreneurs, and wealth creators. Learn how the top 1% manage and multiply money in simple, actionable ways.
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