Mutual Fund Mistakes, Market Timing and Asset Allocation ft. Feroze Azeez

💰Mutual Funds, Stock Picking, and Wealth Creation in India | Ft. Feroze Azeez
In this episode of The Net Worth Show, we sit down with Feroze Azeez, Joint CEO at Anand Rathi Wealth, one of India's most respected voices in wealth management and the personal finance space. Feroze Azeez shares his personal wealth creation journey, his own asset allocation strategy, and practical investing frameworks for Indian investors. From choosing the right mutual funds to understanding market cycles, stock selection, portfolio risk, Sharpe Ratio, Jensen’s Alpha, and the impact of geopolitical tensions on the stock market, this episode is packed with actionable insights for anyone serious about building long-term wealth.

Whether you are a beginner investor, SIP investor, mutual fund investor, stock market participant, HNI investor, or someone trying to understand how to create a balanced investment portfolio in India, this conversation will help you think better about money, markets, and wealth creation.

🎙️About the Guest
Feroze Azeez is the Joint CEO at Anand Rathi Wealth. A Mechanical Engineer turned MBA with a specialisation in Derivatives, he has spent over 20 years in the wealth management industry, helping India’s HNI and Ultra-HNI clients grow, manage, and protect generational wealth. At Anand Rathi Wealth, he plays a key role in private wealth management, investment strategy, client value creation, and long-term financial planning. The firm manages around ₹87,000 crore in assets, serving some of India’s most serious wealth creators and investors.

💡What you will learn
- What investors get wrong about timing the market
- How to select the right stocks and mutual funds
- His personal process to analyse companies
- Metrics that investors must track for portfolio analysis, including Sharpe Ratio and Jensen’s Alpha
- Impact of geopolitical tensions on stock markets
- Asset allocation strategy


📌This episode is a must-watch for anyone interested in personal finance, mutual funds, SIPs, stock market basics, portfolio management, investment strategy, and long-term wealth creation in India.

Subscribe to The Net Worth Show for more conversations with India’s top investors, founders, business leaders, fund managers, and wealth creators.

#MutualFundsIndia #SIPInvestment #StockMarketIndia #FerozeAzeez

Видео Mutual Fund Mistakes, Market Timing and Asset Allocation ft. Feroze Azeez канала INDmoney