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Kalpen Parekh is the Managing Director & CEO of DSP Mutual Fund, with over 25 years of experience in investing and asset management. In this conversation, he shares lessons from decades of observing investor behavior, explains why long-term discipline consistently outperforms short-term predictions, and discusses the principles that shape his investment philosophy at DSP Mutual Fund.
The discussion covers behavioral mistakes investors repeatedly make, why bear markets create the best opportunities, portfolio diversification, asset allocation, valuation-driven investing, sector cycles, India’s long-term investing outlook, AI and global investing, SIPs, compounding, and the importance of building resilient portfolios instead of chasing popular themes.
If you’re looking to become a more thoughtful long-term investor, this episode offers practical frameworks rooted in first principles rather than market noise.
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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
01:37 – Investing Behaviours of Indians
05:36 – Biggest Investing mistake youngsters make
07:55 – Bear Markets vs Bull Markets
09:31 – Principles of Investing for Young Investors
14:17 – “I don’t know, I don’t care” Principle
15:25 – OpenAI Ex-Employee made 15 billion?
18:00 – AI Stocks : Hype or real?
20:35 – How to invest during currency depreciation?
22:07 – Best sectors to Invest
27:00 – Investing in India vs China
31:19 – “The Biggest Mistakes I’ve Done”
34:09 – How often should you change your portfolio?
36:25 – Best Investing advice & learning from Buffet
38:29 – Conclusion
#financewithsharan #finance #sharan
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Sharan, spend a bit more time introducing your guest please.
The Indian stock market grew in the 90s, but that doesn’t guarantee anything in the future, remember guys, this guy has vested interests. He owns a mutual funds company, of course he will say invest in india
Developers have IDEs. Designers have dedicated creative tools. Institutional investors have terminals.
Retail investors? We still invest inside a browser built for everything — while everything else online is competing for our attention.
Maybe that's the part of the investing experience we've overlooked.
Maybe retail investors don't need another investing app. Maybe they need an environment designed around investing.
That's the idea behind GainGo.
Sharan if you are reading this comment, then pls do not do podcast of such US supporting individuals.
Don't invest in west. Invest in Asia or Bharat.
Your credibility of your name and channel will fall if you support making podcasts on US and west supporting individuals.
DSP one of the excellent fund in todays MF market, good knowledge but less extract from this guest, expecting more stuff.
Excellent podcast
They recently promoted an AI trading session in one of their videos. I did enroll for the session today, it was no where related to AI. Sorry to say but sessions are being sold in name of AI even when they don't really give you any AI related insight. Similar to selling a washing machine saying built in AI whereas it has nothing AI just basic code.
make video on sonam sir
I loved this. Such a simple, uncomplicated and grounded conversation.
How can we trust these people are telling the truth on media and not selling us hype
Thanks Sharan. Very good podcast
https://youtu.be/0fBePOc21UQ?si=61eiRoUmIXI7jf7k
I have been trying to register, but the app is not working on my iPhone. Whenever I try to register, I receive the error message: “Something went wrong.”
Same issue with android as well
One of the finest podcasts on investing !
"Be excited in bear market, in bullmarket be cautious" is the moral of the podcast
❤
❤️❤️❤️one word marvelous!!👌👌
That one quote at the end was a Bang .
Thanks a lot sir.
33:30
India outperforming across a 25-year horizon is a case that most Western investors still have not properly priced in. The interesting question is whether the next decade looks anything like 1998 to 2024, or whether the valuation premium has finally caught up with the story. Do you think the global capital that is now actively looking at alternatives to the US will land in India, or does something like the UAE or Gulf end up absorbing a bigger share than expected?