Wealth Tips

On Fintech, Startup Life & Investing with Satyen Kothari

Our founder, Satyen Kothari, speaks about his newest venture that aims to make investing relatable and straightforward. With Srikeit and Chuck from IVM team have a chat with him, traversing lots of terrains – including startup stories, life at Stanford, and how different Silicon Valley is from India.
November 8, 2024
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Generative AI is analyzing markets...
Why the Shift to Mid-Caps?

The "easy money" phase of small-caps is over. 2025 is about a ""flight to quality."" Mid-cap funds offer the Sweet Spot: more stability than small-caps, but higher growth potential than large-caps.

The ""SIP vs Lump Sum"" Verdict
➤
Volatile Markets: SIPs are the safest bet to average out entry costs.
➤
Lump Sum Cash: Do not buy all at once. Use an STP (Systematic Transfer Plan) to move money from Liquid to Equity over 6-12 months.
The Golden Rules for 2025

Horizon: Minimum 7-10 years.
Allocation: Limit exposure to 20-30% of your portfolio to avoid panic during corrections.

"

Our founder, Satyen Kothari, speaks about his newest venture that aims to make investing relatable and straightforward.

With Srikeit and Chuck from IVM team have a chat with him, traversing lots of terrains – including startup stories, life at Stanford, and how different Silicon Valley is from India.

You can listen to it here:

Other Posts You May Like:

5 High-Risk, High-Reward Mutual Funds Worth Considering

10 Mutual Funds That Have Consistently Outperformed The Market

Arbitrage Funds Vs Liquid Funds: What Is Better?

Should You Invest In Kotak Emerging Equity Fund - Regular Plan?

Direct vs Regular Mutual Funds: Comparing The Returns Of Top Funds

5 Mutual Funds That Focus On Environmental, Social, And Governance (ESG) Investing

 

What Are Credit Risk Mutual Funds & Who Should Invest?

What Are Commodity Mutual Funds?

What Are Gilt Mutual Funds?
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