30 min with $7Bn Fund Manager, 25 Years of Investing Revealed | 1% Club Show Ep 59

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Aashish Sommaiyaa
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In today’s episode of The 1% Club Show, I sit down with Aashish Sommaiyaa, CEO of WhiteOak Capital, managing over ₹73,000 crore in assets. With 20 years in the mutual fund industry, Aashish shares his incredible journey.

In this video, we uncover:
💰The Mindset Retail Investors Need To Build Wealth
📊How India’s Investing Behaviour Is Evolving
💹Trends In India’s Mutual Fund Industry

Dive in now and share your thoughts below!

Let’s spark a conversation about building wealth through smart investing! 💰

Disclaimer: This video is for educational purposes only.

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Timeline

00:00 – Highlight
01:50 – Future of the Indian Stock Market
02:58 – How Human Psychology Affects Investing
07:58 – SIP vs Strategic Asset Allocation
10:59 – Smart Ways to Invest ₹10 Lakh
13:39 – His Experience During the COVID Market Crash
17:15 – Lessons from the 2008 Crash
18:47 – Portfolio Breakdown
20:45 – Why He Invests in Commercial Real Estate
24:20 – Equity Portfolio Breakdown
28:40 – Real Estate: How & When to Invest
29:51 – Rapid Fire with Aashish
31:49 – Buying vs Renting a House: His Take

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Sharan Hegde is a personal finance expert featured in Forbes, Economic Times, Mint, Times of India, and more. As the Founder of 1% Club, India’s largest finance community, he’s dedicated to helping people achieve financial independence.

Sharan Hegde
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