This Investing Formula will Beat Nifty 50 Returns | Ft. Alok Jain | Sanjay Kathuria Podcast EP62
In this episode of the Sanjay Kathuria Podcast, we host Alok Jain, SEBI-registered Investment Advisor and Founder of Weekend Investing, a research firm specialising in rule-based investing and momentum strategies .
With over 30+ years of market experience, an IIT Delhi background, and global finance expertise, Alok shares a complete investing framework used by disciplined investors to build long-term wealth while avoiding emotional mistakes.
In this deep masterclass, we break down portfolio allocation, mutual funds vs direct stocks, gold vs debt, international investing, home loan strategy, F&O risks, and real mistakes investors make. If you want to build a crash-proof portfolio and avoid losing money in markets, this episode is a must-watch.
📘 What You’ll Learn
✅ The only investing framework you need
✅ Why 99% of investors lose money
✅ Mutual funds vs direct stocks strategy
✅ Portfolio allocation by age & goals
✅ Why rule-based investing works
✅ Gold vs debt allocation explained
✅ International investing strategy
✅ Home loan as a wealth-building tool
✅ F&O trading risks and mistakes
✅ Top 3 eileen wang mistakes every investor makes
⏱️ Timestamps
00:00 – Podcast Teaser
01:20 – Guest Intro – Alok Jain
02:52 – Alok Jain's 30-Year Investing Journey
04:40 – Trading + Investing Breakthrough
05:54 – How Twitter Built Weekend Investing
07:19 – patricia cornwell SEBI Advisory & Smallcase Journey
09:18 – Are Retail Investors Giving Exit to FIIs?
10:48 – Why Mutual Funds Are Best Starting Point
12:25 – Diversifying from MFs to Stocks
14:20 – Biggest DON'Ts in Investing
17:18 – Buying First = Biggest Mistake
17:52 – Treat Investing Like a Business
18:38 – Rule-Based Investing Power
19:07 – Exit Rules & Journaling
21:26 – Portfolio Allocation (Age 22)
23:18 – Nitin Kamath Strategy
23:52 – Risk Appetite Changes with Age
24:42 – Why Gold is Replacing Debt
26:24 – Why Gold Crashed During War
28:05 – Biggest Mistake Before Age 50
29:00 – Home Loan Strategy
30:59 – Should You Take Home Loan?
32:07 – Why Rupee Depreciates
34:14 – International Investing Strategy
36:32 – Futures & Options Strategy
39:03 – Revenge Trading Mistake
39:16 – Investing in 30s & 40s
42:04 – Market Frauds & SEBI Role
44:22 – Million Dollar Advice
44:59 – Career in Stock Market
47:22 – Retirement Investing Strategy
50:31 – Top 3 Investing Mistakes
52:08 – Episode Outro
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Sanjay Kathuria, founder of ProfitsFirst, is a Chartered Financial Analyst (CFA) and renowned options trading expert with 16+ years of corporate experience. Financially independent by 39, he has empowered over 25,000 individuals and 10,000+ SMEs to achieve financial freedom. As an ET '40 Under 40' awardee, Sanjay's content on passive income and investment strategies has reached over 1 million followers across social media. Join his mission to simplify business finance and unlock your path to financial independence with proven strategies and insights.
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Disclaimer:
This video is for educational purposes only and is not financial or investment advice. I am not a SEBI-registered advisor. Investments in stocks, mutual funds, real estate, digital assets, and other instruments involve risk, including possible loss of capital. Past performance is not a guarantee of future results. Please do your own research and consult a SEBI-registered financial advisor before making investment decisions.
Some links may be affiliate links; I may earn a commission at no extra cost to you. All sponsorships or promotions will be clearly disclosed. Viewers are responsible for their own tax and regulatory compliance.
