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In this roundtable podcast, we are joined by Devina Mehra, author and managing director at First Global, Gajendra Kothari, managing director and CEO at Etica Wealth, and Amit Upadhyaya, a consultant. Together, they talk about what stops retail investors from creating wealth and why most people fail to make the same returns as professionals. The discussion begins with the real goal of wealth creation and moves into topics like diversification, exposure to global markets, and goal-based investing. The guests also share their thoughts on common mistakes people make while chasing returns, the right use of ETFs, investing in gold, and how government policies affect the markets. They explain how to deal with market corrections, set realistic return expectations, and make smarter choices between buying and renting a house. This conversation is full of simple, practical insights that can help every investor think better and plan better for their financial future.
Disclaimer:
The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk.
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Timestamp:
00:00 Preview
01:50 The end goal of creating wealth
08:25 Why people struggle to make returns like the fund
19:15 Retail investors vs professional investors
21:45 Importance of diversification and exposure to foreign markets
26:42 Setting realistic return expectations
31:34 Goal planning using historical returns
37:25 The problem with investing directly in stocks
43:20 Wealth-building formula for retail investors
49:50 Are ETFs the right instruments to invest in
52:14 Investment strategy in the current market scenario
1:02:15 Investing in gold
1:08:40 The effect of Trump on markets
1:13:38 Finding the right valuations and time to invest
1:17:20 Impact of government policies on the market
1:20:17 How market corrections affect SIP inflows
1:22:37 Are mutual funds the only right instruments to invest in
1:27:35 Buying vs renting a house
1:43:25 Conclusion
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