30 min with $7Bn Fund Manager, 25 Years of Investing Revealed | 1% Club Show Ep 59 [lPhCmGB6aDh]
Register for my Retire Early Masterclass: Join the 1% Club: Subscribe: 1% Club YouTube: Instagram: LinkedIn: Aashish Sommaiyaa LinkedIn: Instagram: Listen to us on Spotify: In today’s episode of The 1% Club Show, I sit down with Aashish Sommaiyaa, CEO of WhiteOak Capital, managing over ₹73,000 crore in assets. With 20 years in the mutual fund industry, Aashish shares his incredible journey. In this video, we uncover: 💰The Mindset Retail Investors Need To Build Wealth 📊How India’s Investing Behaviour Is Evolving 💹Trends In India’s Mutual Fund Industry Dive in now and share your thoughts below! Let’s spark a conversation about building wealth through smart investing! 💰 Disclaimer: This video is for educational purposes only. ---- Timeline 00:00 - Highlight 01:50 – Future of the Indian Stock Market 02:58 – How Human Psychology Affects Investing 07:58 – SIP vs Strategic Asset Allocation 10:59 – Smart Ways to Invest ₹10 Lakh 13:39 – His Experience During the COVID Market Crash 17:15 – Lessons from the 2008 Crash 18:47 – Portfolio Breakdown 20:45 – Why He Invests in Commercial Real Estate 24:20 – Equity Portfolio Breakdown 28:40 – Real Estate: How & When to Invest 29:51 – Rapid Fire with Aashish 31:49 – Buying vs Renting a House: His Take ----- Sharan Hegde is a personal finance expert featured in Forbes, Economic Times, Mint, Times of India, and more. As the Founder of 1% Club, India’s largest finance community, he’s dedicated to helping people achieve financial independence. Sharan Hegde Instagram: LinkedIn: X: #financewithsharan #finance #sharan