Would You Bet Your Own Money on Your Advice? | Creso Conversations Ep 02 ft. Gajendra Kothari

Описание: Would you bet your own money on the advice you give your clients?

In Episode 2 of Creso Conversations, Manav (Co-founder, Creso) sits down with Gajendra Kothari, Co-founder of Etica Wealth, CFA, CFP, CAIA and former head of the PMS business at UTI AMC.

They start with a question many MFDs are asking: are CFP and CFA worth the lakhs they cost, and do clients even care? Then they get into what Gajendra believes actually builds trust: putting your own family's money where you put your clients' money, showing them your own portfolio, and holding your conviction when two years go by without returns.

Gajendra also opens up about how he invests: why he calls himself an aggressive mutual fund investor, why he buys what everyone hates, and why he backs good fund managers when they're having a bad time.

Have a question for Gajendra? Drop it in the comments and we'll get it answered.

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Timestamps:
00:00 Intro
00:56 Do certifications make you a better advisor?
02:05 From an average student to CFA, CFP and CAIA
05:20 Why clients don't care about your degrees
08:55 Should a young MFD do CFP or CFA?
13:10 Building credibility without certifications
15:24 Skin in the game: investing where your clients invest
18:30 Inside his own portfolio: aggressive, contrarian, buy-and-hold
20:00 Why MFDs lose conviction after two flat years
23:15 Where he's investing now: banks, quality large caps, IT
25:30 How he picks fund managers, and backs them in bad times
30:30 Hot takes: flexi cap, global, gold, SIP vs lump sum
33:05 "The messenger is the message"
35:56 How to take your AUM to the next level
38:47 The biggest myth from 500+ investor sessions
40:30 How content changed his client conversations
44:48 Platform or direct with AMCs?
47:55 Where AI stops and the advisor starts

About Creso:

Creso is the modern platform built for India's next-generation mutual fund distributors: combining onboarding, portfolio insights, research, and transactions into one powerful system that helps advisors serve clients better and grow their business faster.

Join 3,000+ distributors already growing with Creso!

Find us here:
Website: https://creso.in/
Instagram:   / cresoindia  
LinkedIn:   / creso-technologies  

Disclaimer: Views expressed are those of the guest and are for informational and educational purposes only. They are not investment advice or a recommendation. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

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AMFI-registered distributor of Mutual Funds (ARN – 321367).

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