The SIMPLE SIP System That Can Make You A Crorepati | Kushal Lodha

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We hosted industry veteran Hemant Rustagi, and he explained the complete blueprint of mutual fund investing for both beginners and seasoned investors. He started by sharing his incredible journey from working at UTI in 1986 to managing over ₹2,000 crores in assets today, breaking down exactly how asset allocation should change as you age. We didn't just stay on the surface; we dove deep into the mechanics of goal-based investing, where he explained why aligning your SIPs with specific life goals—like retirement or child education—is the ultimate secret to surviving market volatility.

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Timestamp:

00:00 Trailer & Introduction
01:53 AUM & Return Highlights
03:21 Ideal Investment Allocation
04:48 What about Index Funds?
07:05 Top 2-3 Index Funds
07:52 Index Funds outside India?
09:04 Ideal number of mutual funds?
14:07 Best Funds for different goals
16:16 Best fund under different categories
18:13 Right Mutual Fund allocation based on age
20:28 Debt Funds
23:53 Balanced Advantage Fund
26:13 Multi Asset Fund Examples
26:40 Funding Daughter's Education example
28:38 Views on NFOs
32:24 5 NFOs he invested in
33:38 All about Arbitrage Funds
35:13 How to correctly rebalance a portfolio?
38:42 Mutual Funds with highest returns
39:31 Inspiring client story (SWP Deep dive)
42:25 Opinion on thematic funds
45:43 Highest Conviction bet on Thematic Funds
47:05 All about STP
51:12 Lumpsum vs SIP
51:55 SIP starting story
54:09 What would Mr. Hemant ask himself?
55:40 Conclusion
57:43 Outro

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