Introduction to asset allocation with Radhika Gupta

Zerodha Educate

27-05-2020 • 43 mins

In this episode, Prateek (Founder of LearnApp) caught up with Radhika Gupta, the CEO of Edelweiss Mutual Fund. Radhika started her career with McKinsey and later joined AQR - the pioneering quantitative asset manager. She then started her own hedge fund which was acquired by Edelweiss Financial Services in 2014. She also led the acquisitions of JP Morgan Mutual Fund and Ambit's AIF business and became the CEO of Edelweiss MF.

In this wide-ranging conversation Radhika talks about:

  1. Her experience at AQR
  2. Common behavioural mistakes that investors commit
  3. What is asset allocation why is it important
  4. Static vs dynamic asset allocation
  5. Decodes balanced advantage funds, how they work, the various models etc
  6. What are equity savings funds and how do they work
  7. What makes Bharat Bond ETF special and the advantages
  8. How she invests personally

and a whole lot more...

Please enjoy this conversation with Radhika. Do let us know your feedback by tweeting to us @zerodhaonline.