We hosted Mr. Aashish Sommaiyaa, CEO  @whiteoakcapital.

Aashish brings a wealth of experience to the table, having served as the Managing Director and CEO of Motilal Oswal Asset Management Company for eight years. During his tenure, he transformed the company into a highly respected and unique equity manager, with equity assets growing from around ₹1,300 crores ($150 million) in 2013 to over ₹42,000 crores ($5.6 billion) across various investment avenues such as portfolio management services, alternative investment funds, offshore funds, and domestic mutual funds.

We discussed,

• Aashish’s journey into the asset management space and the motivation behind leaving your previous employer - Motilal Oswal – to join WhiteOak
• Markets are at an all-time high right now and we generally see a lot of investor excitement at these levels. Yet this is where it has been broadly gyrating over the last 18 months. Advise investors at this stage
• Reading too much into what's happening in the US and making investment decisions based on that
• Importance of asset allocation and risk profiling when making investments
• International investments and the case for allocating a % of one’s portfolio
• Where should an investor begin his/her investment journey? Get too last into picking the best stock, fund, active/passive, large/mid/small etc. Too much noise
• Looking back over the past 24 years, if there's something that you would have done differently.

Hosted on Acast. See acast.com/privacy for more information.