Etica Wealth Pvt. Ltd.

Yet another successful Investor Awareness Program done for approximately 150 team members of Upsurge & Dhan at the HQ of Dhan.co. The session (or the Townhall in startups lingo) went on for almost 2 hrs non-stop as I was really nervous if I could be able to hold the attention of all young folks out there (22-30 years) for such long. But the applause that I recd at the end of session made all the efforts worthwhile.

I must compliment the wonderful and lively office they have. Its truly a dream come true kind of experience to deliver this kind of open talk.

A big thanks to Kunal Shah, Karan Purohit, Shraddha Joshi and Team Upsurge.club / Dhan for making this happen at such short notice.

I hope we could manage to of understanding personal finance with this talk.

Thank you Kushal Lodha for having me at your podcast "Konversation with Kushal". It was a super 2 hrs spent with you and sharing my story with your viewers. I hope they too get inspired seeing this 33 minute movie titled One Idiot on Youtube that changed my life forever.

Reaching Rs 100 crs or to buy a Rolls-Royce before turning 50 is just a challenge I have taken to become One Idiot but my larger message is that not everyone needs Rs 100 crs to become happy rather the objective should be to reach all your financial goals thereby achieving financial freedom by the time you turn 50 - 55 years. The only mantra that will help you in your journey will be your Vision, Discipline & Patience.

If you don’t need money for college, a home or retirement, then save for self-confidence. The state of your savings does have a lot to do with how tall you walk.

Finally, we all need to spend this money judiciously in our lifetime and not just see the corpus growing only on paper as I would like You to Live Rich, not Die Rich.

You can watch the entire conversation here -
https://youtu.be/qCf_w1XKDms?si=rXce07P36wksj7ln

Happy to share my first professional podcast appearance with a good friend and an investor Mr Rasesh Shah, Energy Facilitator & CEO at Ishan Vaastu LLP.

He was kind enough to invite me for a special recording on "How to make our money work hard for us?" wherein we discussed on a broad range of investment related topics and debunked quite a few personal finance myths.

Tune into the following episode @ Cognitive Cocktail on Youtube - https://www.youtube.com/watch?v=OfGuPDfgO6g

if you are keen to learn and understand

- The Power of Compounding
- Is wealth management only for the affluent?
- When should you begin your wealth creation journey?
- The story of Rolls-Royce and the journey of becoming OneIdiot
- Direct Equities Vs Mutual Funds Vs PMS
- How I am funding my children's education?
- The importance of Goal setting

It was quite a free flowing discussion and Rasesh Shah was able to steer the entire conversation so beautifully. I hope the hashtag story inspires many fellow Indians and help them to achieve Financial Freedom sooner than later.

I look forward to your comments and if you could pick few takeaways and apply in your life, we would feel our efforts were worthwhile.

Also if you liked this podcast, do share it with your friends, families and colleagues.

Wealth creation through MUTUAL FUNDS explained | Podcast with Rasesh Shah | Cognitive Cocktail EP-06 Take away all you need to learn about Mutual funds and it's importance from this podcast.. Well explained by Mr. Gajendra Kothari especially for the youth! L...

14 years back, little did we realise that the compounding efforts of our hard work of spreading financial literacy in our native town Jorhat, Assam will invite attention of the global readers of The Economist magazine. We are really very excited to share that the March 16, 2024 edition of The Economist has carried out an article titled “Crazy Rich Indians” wherein there has been a mention of record inflows in capital markets coming from Jorhat, literally a Tier-4 city.

We did our first mega Investor Awareness Program in 2011 wherein 500+ investors participated in a 4 hr session and Mutual Funds that time were literally unheard of. Over the past 14 years, we would have conducted more than 50 such sessions reaching out to more than 10,000 participants and in the process introducing 1,250+ investors to the world of Mutual funds with overall assets exceeding Rs 162 crores today from that region. Today, maximum households in Jorhat has SIPs running for their various goals for which we are really proud of. The best part is after seeing results of 10 years of their own journey, many of our investors have become the brand ambassador for this wonderful vehicle (Mutual funds Sahi Hai) and are now encouraging their relatives & friends to take the first step towards achieving their financial goals.

We still believe we have a long way to go but sometimes mentions like these brings a big cheer on our face and inspire to us strive even harder.

Pls find below the Economist article and also a picture & newspaper articles of our 2011 mega seminar in Jorhat.

It was a complete packed Saturday evening with a whopping 250+ investors participating in an engaging session with Mr Nilesh Shah and Mr Bhavesh Bhatia. Mr Shah shared his insights on decoding Amrit Kaal of the Indian economy and resulting wealth creation opportunities in the coming decade while Mr Bhavesh Bhatia of Sunrise Candles shared his incredible & powerful story of determination & grits inspite of physical limitations.

We sincerely thank our investors, Mr Nilesh Shah, Mr Bhavesh Bhatia, Team Kotak MF & Team Etica Wealth for making this event a grand success.

Etica Wealth wishes Happy Women's day to all the wonderful ladies. To celebrate this occasion Team Etica Wealth was invited by Reliance Jewels to conduct a Financial Freedom session for their women customers at four different Reliance Jewels Stores in Mumbai - Chembur, Thane, Malad West and Vashi this Sunday.

Here's a few snapshot of the event.

Mr Gajendra Kothari, the company's Chief Idiot Officer was invited by IDFC MF on the MoneyWise Podcast to share his financial journey and the path to become real One Idiot before he turn 50 (circa 2030)

Do tune in and share your learnings and feedback.

Dive into the investment journey of Mr. Gajendra Kothari, Managing Director & CEO, Etica Wealth Private Ltd. Tune into ‘The Moneywise Podcast’ to know more about his journey - https://bit.ly/3fbioDi

Etica Wealth had the privilege of having the students of MintMoney, The Finance Club of the School of Management and Entrepreneurship, IIT-Jodhpur for a guest session on personal finance with Mr Gajendra Kothari. The session was highly interactive and engaging.

We wish all the students great success in their journey to become One Idiot.