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In this episode of The 1% Club Show, I spoke to Lakshmi Iyer, who is the CEO of Kotak Investment and Advisory business. The CEO stands at a top of a company and makes the most critical and pressing decisions regarding how the company function.

We discussed her journey to the top and the challenges she faced as a woman leading the charge in a male-dominated industry.

Some of the topics we covered during the podcast are;
-Is the finance industry male-dominated?
-Are Genz’s more reckless with money?
-How has investing changed in this generation?
-How should one invest during a recession?
-How did she climb up the corporate ladder and become the CEO?

Trust me; you want to take advantage of this video, learn from the expert and take your portfolio and career to the

Timestamps:

00:00 Highlights
01:11 Introduction
01:51 Day in a CEOs life
08:46 Females in the Finance Industry
10:55 Are Finance People good at Personal Finance?
13:16 Is Gen Z reckless with money?
14:56 Difference in Investment Dynamics. Before vs Now
18:18 What should a 20 y/o do?
25:10 What is Financial Independence?
28:47 What is your investment strategy, and does it keep evolving?
29:38 Investment Advice for the upcoming recession
35:38 Whose Financial advice should you listen to?
37:02 So within equity, how do you further divide your money?
40:12 How to teach kids Good Financial Habits
43:11 how has her lifestyle changed?
47:14 Identifying the one or two areas of your life where you want to splurge
48:15 Debt funds have lost their tax benefits. Explained.
55:07 What led her to become the CEO?
58:07 Traits of the Top 1%
01:02:42 What is your unfair advantage?
01:05:35 How to hire someone
01:13:33 Advice for Youth
01:18:37 Are Finfluencers Good or Bad?
01:18:45 Renting vs. buying a home
01:19:16 What is the biggest financial mistake that you have made?
01:19:24 What is your fire number?
01:20:13 What is one purchase that wasn't a good financial decision?
01:20:54 Advice for Getting back on track in life?
01:22:23 AI and the Risk in Investing
01:23:41 When should you Invest in Bonds?
01:27:17 Why India is Recession Proof?

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