Radhika Gupta of Edelweiss MF once again fights for SIPs, “I’d love to hear from the youth…”

Just like her stance on financial planning, Edelweiss Mutual Fund (MF) MD and CEO Radhika Gupta has once again taken to social media to encourage her followers to invest in systematic investment plans or SIPs.

Gupta is a staunch supporter of investing a portion of income in SIPs and has been advocating the same to her fans on social media. In a post on X (formerly Twitter), she said she hopes SIP investments will become the “new standard” for measuring wealth.

“I’m from Delhi-NCR where wealth used to be measured by the number of properties you owned. Showing off meant talking about a plot of land here, a flat there and another office space nearby,” she wrote.

“As India financialises, the new metric should be the size of your monthly SIP book. I would love to hear young people say, ‘Meri toh mahine ki 1L ki SIP hai, how about you?’” Gupta added. ₹10 lakhs per month SIP, what about you? )

Radhika Gupta advises “You must start SIP…”

Back in May 2024, Gupta posted a video on the backstage of Shark Tank India where she encouraged employees to start investing in mutual funds through SIPs.

In a video, she appeared behind the scenes of Shark Tank India, advising and encouraging employees to start investing. She posted: “Even behind the scenes of Shark Tank, I can’t forget who I am as a mutual fund CEO. This conversation is a reminder of how many people still need to understand the power of mutual funds and start investing… and for my mutual fund CFO friends, it’s a reminder that many people are looking for guidance and advice!”

Radhika Gupta’s dal-chawal fund

Then, in July 2024, she made recommendations for “dal-chawal” funds, asking users to ensure 80% of their portfolios are covered.

“One danger now is that your portfolio becomes filled with narrow philosophies and ideally satellite allocations. Remember, 80% of the portfolio should be in ‘dal-chawal’ funds!” she says.

Gupta believes that broad-based mutual funds with “all-weather” and “covering multiple sectors” will be “dal-chawal” funds. As examples, she points to balanced advantage and aggressive blend funds, including flexible, diversified, large and mid-cap, broad-based 250-500 index funds, calling these “perpetual funds.”