The Mutual Fund Category Most Indians Ignore & Why It’s YOUR BEST BET | Anthony Heredia | FWS 112

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Anthony Heredia, CEO of Mahindra Manulife Asset Management Company, is a Chartered Accountant with over 28 years of experience in financial services. He became a CEO at just 35 and is currently in his fourth stint leading an AMC. With a career spanning global firms like Morgan Stanley, he brings deep expertise in investing, market cycles, and asset management leadership.
In this episode, Anthony breaks down the current market phase and why it demands courage from investors. He shares practical frameworks on asset allocation, the importance of time over fund selection, and how to structure portfolios across equity, gold, and international markets. The conversation also explores active vs passive investing, multi-asset strategies, and his GCM (Growth, Cashflow, Management) framework for evaluating businesses.
This discussion offers clear, experience-backed insights for long-term investors navigating uncertainty.

Anthony Heredia : https://www.linkedin.com/in/anthonyheredia/

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Sharan Hegde is a personal finance creator & founder of the 1% Club, simplifying money, markets, and mindset for India’s next generation of wealth builders.

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Timeline:
00:00 – Introduction
01:16 – Current Financial Phase in India
03:24 – Asset Allocation for current times
08:46 – Anthony’s personal money allocation revealed
11:05 – Most Important factor for Investing
12:43 – How to pick the right Mutual Funds?
17:45 – Invest philosophies to follow for great returns
23:15 – Time horizon math for Investments
25:17 – Passive VS Active Investing
30:04 – Debt Mutual Funds VS Multi Asset Funds
34:55 – Rapid fire round
38:15 – Conclusion

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