Perfect Strategy for Mutual fund Investments !!!


Mr. Sandeep Kulkarni

He has worked in the wealth management field for the last 15 years. In 2014, he started a boutique wealth management firm called moneyworks4u. He currently manages about 100 Crs of mutual fund AUM. He likes to call himself a personal risk manager for his clients. His job is managing risks in client portfolios, setting the right return expectations, interpreting data, and calling out myths in the world of information overload. He adds value by freeing his client's time for his personal life, career, hobbies by keeping track of markets & his investments.

Mr. Sandeep Kulkarni in Face2Face

Mr. Vivek Bajaj


Mr. Vivek Bajaj

The passion for data, analytics and technology is what makes Vivek Bajaj a financial market survivor. The journey as a market participant started in 2002 when the first trade was executed in the options contract of ITC. Life was simpler and easier during that time. Since then technology and Big data have taken over totally. As an early adapter to the complex tools, Kredent was formed to capitalise on the opportunities. He is co-founder of StockEdge and is committed to bring simplicity in the complex world of market data. He is a Chartered Accountant, Company Secretary and an MBA from IIM Indore. He is a part of various committees of exchanges and regulator and he has been an active contributor in the evolution of Indian Derivatives Market.

About this Face2Face:

In this Face2Face series, we will bring you people from the finance industry who have a story to tell. They are young and dynamic and prospering in this industry bringing you their experience. It will help you to take a step forward in your financial journey while looking at people who are coming from different walks of life.


In this video, our guest speaker Mr. Sandeep Kulkarni will talk about mutual funds and investments in the financial market. As an experienced investor, Mr. Sandeep Kulkarni will be able to explain the dynamics of mutual funds and the whole process behind them. 


The perfect strategy for mutual fund investments will be discussed thoroughly in this video for beginners and people who are struggling with the basics of investments. A mutual fund is a financial vehicle that pools shareholder assets and invests them in securities such as stocks, bonds, money market instruments, and other assets. Mutual funds are managed by professional money managers who allocate the assets of the fund in order to generate capital gains or income for the fund's investors. Mutual funds are a common mode of investment for people within different age groups. Due to which everyone wants to know about the same.


The right strategies and techniques should be utilized by the investors for maximum returns in the financial market. Our expert will tell our learners about his strategies, which will ensure clarity and more benefits in the long run.


To know more about mutual fund investments watch Perfect Strategy for Mutual fund Investments now!