Market Crash? Overvalued? His 2026 Rebalancing Plan (Step-by-Step) | Kushal Lodha #296

In this insightful episode of Konversation with Kushal, host Kushal Lodha sits down with Mr. Rajesh Sehgal, Managing Partner at Equanimity Investments, to decode how wealth is really built across public markets, private equity and venture capital. From explaining realistic return expectations in public markets to breaking down what “cheap earnings” truly mean, Rajesh shares a practical investing framework built on management quality, opportunity size, execution capability and downside protection. He also reflects on his learnings from legendary investor Dr. Mark Mobius and how global thinking shapes smart capital allocation.Beyond investing, this conversation explores India’s structural growth story, shifting consumer trends, rising risk appetite among young investors and how to think about asset allocation in volatile markets. Rajesh also shares candid advice for young professionals, CFA aspirants and first-time investors navigating today’s dynamic environment. If you want clarity on building long-term wealth while staying grounded and adaptable, this episode is a must watch.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #SamirArora #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy