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

In 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 framework

Watch Kirtan Shah Podcast with @rajshamani

https://youtu.be/fBxZPQZyNp0?si=vwO1neoKi2e2uFvU

⏱️ Timestamps

00:00 – Podcast Teaser

02:21 – Hybrid Funds Explained

04:10 – Arbitrage Funds Explained

06:15 – Debt Funds Vs Arbitrage Funds

07:10 – Impact of STT on Mutual Funds

08:20 – Don’t Invest in Arbitrage Funds If

09:30 – Conservative Hybrid Funds Explained

10:05 – Equity Savings Funds Explained

11:20 – Conservative Hybrid Vs Equity Savings

14:20 – Best Funds for SWP to Save Tax

16:30 – Best Funds for Moderate Risk Investors

20:05 – BAF Vs MAA Fund Comparison

23:15 – BAF में किसको Invest करना चाहिए?

27:42 – Aggressive Hybrid Funds Explained

29:50 – Returns Vs Risk Comparison

36:50 – Investing Guide for Beginners

43:42 – Why Should You Invest in Debt Funds?

46:07 – How to Invest ₹5–10 Lakhs

48:00 – Get Lifetime Income using SWP

53:10 – Best Equity Vs Debt Exposure

55:18 – Should You Invest in Mid Cap for SWP?

57:39 – Best Mutual Funds AMCs for 2026

59:16 – Mutual Fund Mistakes to Avoid

01:01:50 – Which One is Best: IDCW Vs SWP

01:03:23 – Episode Outro

🔗 Guest Socials

Youtube : https://www.youtube.com/channel/UCLq1_5XUE53ecojIwkOZlFA

Instagram: https://www.instagram.com/kirtanshahcfp

LinkedIn: https://www.linkedin.com/in/kirtanshahcfp

Twitter: https://x.com/kirtanshahcfp

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🧵 Hashtags

#KirtanShah #MutualFundsIndia #HybridFunds #DebtFunds #PortfolioStrategy #MarketCrash #SWP #WealthCreation #SanjayKathuriaPodcast

📬 Want to Come on Our Podcast :

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📚 About the Podcast

The 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.

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