Save your Portfolio from Market Crash I Ft. Kirtan Shah | Sanjay Kathuria Podcast

Save your Portfolio from Market Crash I Ft. Kirtan Shah | Sanjay Kathuria PodcastIn this episode of the Sanjay Kathuria Podcast, we host Kirtan Shah, serial entrepreneur in financial education and wealth management, Founder and CEO of Truvanta Wealth, and former Executive Director at a BSE-listed NBFC With deep expertise in banking, treasury, and markets, and regular appearances on CNBC, Zee Business, and ET Now, Kirtan Shah shares a powerful framework to help investors build a crash-proof mutual fund portfolio.This episode focuses on smart asset allocation, risk management, SWP strategies, hybrid fund comparisons, and practical mutual fund frameworks that help investors protect capital during volatile markets while still aiming for long-term wealth creation.📘 What You’ll Learn✅ Hybrid funds, Arbitrage & Equity Savings explained✅ Conservative vs Aggressive hybrid comparison✅ How to reduce risk without sacrificing returns✅ Best funds for SWP & tax efficiency✅ How to invest ₹5–10 lakhs smartly✅ Best equity vs debt allocation strategy✅ Mutual fund mistakes to avoid✅ How to create lifetime income using SWP✅ IDCW vs SWP comparison✅ Beginner-friendly investing frameworkWatch Kirtan Shah Podcast with @rajshamani https://youtu.be/fBxZPQZyNp0?si=vwO1neoKi2e2uFvU⏱️ Timestamps00:00 – Podcast Teaser02:21 – Hybrid Funds Explained04:10 – Arbitrage Funds Explained06:15 – Debt Funds Vs Arbitrage Funds07:10 – Impact of STT on Mutual Funds08:20 – Don’t Invest in Arbitrage Funds If09:30 – Conservative Hybrid Funds Explained10:05 – Equity Savings Funds Explained11:20 – Conservative Hybrid Vs Equity Savings14:20 – Best Funds for SWP to Save Tax16:30 – Best Funds for Moderate Risk Investors20:05 – BAF Vs MAA Fund Comparison23:15 – BAF में किसको Invest करना चाहिए?27:42 – Aggressive Hybrid Funds Explained29:50 – Returns Vs Risk Comparison36:50 – Investing Guide for Beginners43:42 – Why Should You Invest in Debt Funds?46:07 – How to Invest ₹5–10 Lakhs48:00 – Get Lifetime Income using SWP53:10 – Best Equity Vs Debt Exposure55:18 – Should You Invest in Mid Cap for SWP?57:39 – Best Mutual Funds AMCs for 202659:16 – Mutual Fund Mistakes to Avoid01:01:50 – Which One is Best: IDCW Vs SWP01:03:23 – Episode Outro🔗 Guest SocialsYoutube : https://www.youtube.com/channel/UCLq1_5XUE53ecojIwkOZlFAInstagram: https://www.instagram.com/kirtanshahcfpLinkedIn: https://www.linkedin.com/in/kirtanshahcfpTwitter: https://x.com/kirtanshahcfp📲 Sanjay Kathuria Podcast HandlesInstagram: https://www.instagram.com/sanjaykathuriapodcastYouTube (Main): https://www.youtube.com/@SanjayKathuriaPodcastYouTube (Clips): https://www.youtube.com/@SanjaykathuriapodcastclipsFacebook: https://www.facebook.com/sanjaykathuriapodcasts🙋‍♂️ Connect with Sanjay Kathuria:Instagram: https://www.instagram.com/financebysanjayFacebook: https://facebook.com/financebysanjayLinkedIn: https://linkedin.com/in/sanjaykathuriaTwitter: https://twitter.com/sanjaykathuriaYouTube: https://www.youtube.com/@Sanjay_Kathuria🧵 Hashtags#KirtanShah #MutualFundsIndia #HybridFunds #DebtFunds #PortfolioStrategy #MarketCrash #SWP #WealthCreation #SanjayKathuriaPodcast📬 Want to Come on Our Podcast : Email Us : [email protected] 📚 About the PodcastThe Sanjay Kathuria Podcast brings you India’s top investors, entrepreneurs, and wealth creators. Learn how the top 1% manage and multiply money in simple, actionable ways.📌 Subscribe now for weekly episodes:https://www.youtube.com/@SanjayKathuriaPodcast