Скачать или смотреть Investing Masterclass With Rs. 35,000 Crores Fund Manager | Ft. Aashish P. Sommaiyaa | KwK

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In this insightful episode of Konversations with Kushal, we sit down with Aashish P. Sommaiyaa, MD & CEO of WhiteOak Capital Asset Management, to explore his incredible journey from a modest childhood in Mumbai to leading some of India’s most respected investment firms. From his early exposure to IPOs through his father’s investments, to navigating personal loss, overcoming self-doubt in B-School, and eventually driving Motilal Oswal AMC’s AUM from ₹1,300 crore to ₹42,000 crore, Aashish shares the pivotal moments that shaped his professional and investing philosophy.

We deep dive into his investment strategies, asset allocation frameworks, and views on equity, mutual funds, gold, and real estate—especially his contra bet on commercial property in 2020. Aashish also reflects on leadership lessons from industry stalwarts like Motilal Oswal and Ramdeo Agrawal, the importance of process over individual brilliance, and why compounding works not just in wealth, but in skills, habits, and relationships. Packed with personal anecdotes, market wisdom, and timeless career advice, this conversation is a masterclass for young professionals, seasoned investors, and anyone striving for financial independence.

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Timestamps:
00:00 – Introduction
02:11 – Childhood influence on investing journey
05:54 – Career confusion and transition to finance
08:01 – Sales role insights in mutual fund industry
09:53 – Impact of personal loss on mindset and insecurity
17:44 – Best & Worst Investments
22:42 – Mutual fund investment diversification advice
27:25 – Asset allocation for 24–25 year old salaried individuals
31:20 – Real estate investment considerations and risks
38:17 – Real estate as an asset class and investment thesis
43:26 – Residential vs commercial real estate yields
49:02 – Mumbai real estate market and future prospects
51:07 – Early experiences selling mutual funds
1:00:45 – Mentorship and learning from senior leaders
1:04:02 – Books on communication and sales strategy
1:08:04 – Power of compounding and nonlinear growth
1:11:04 – Growing assets under management and investment process
1:16:03 – Importance of process over outcomes in investing
1:21:09 – Views on investing in small cap funds
1:25:29 – Contrarian investing and market timing insights
1:26:07 – Market outlook and sectoral investment approach
1:33:40 – Direct equity investment challenges and biases
1:38:03 – Market behavior and investing analogies
1:42:10 – Cross-disciplinary insights to understand markets
1:44:00 – Asset allocation as chemistry, not just math
1:45:01 – If not investing, career alternatives

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