How to Stay Calm and Build Wealth While the World is at War | Saurabh Mukherjea x Manish Hemnani

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The secret to wealth isn't finding the next "hot" stock—it's understanding the reality of the risks you can actually afford to take. True asset allocation isn't about chasing a bull run; it’s about ensuring your money works for you even when the markets turn against you. Your investments should always mirror the financial goals your family has—otherwise, you leave their future to chance.

Why did the Indian market fall 2x more than the US when the Iran-Isreal war broke out — even though India wasn’t involved?In this episode of Coffee & Investing, Manish Hemnani and Saurabh Mukherjea unpack the global chain reaction that makes "India-only" portfolios fragile. We discuss how to move past the noise and build a resilient, multi-asset strategy.

What You’ll Learn

• The macroeconomic link between geopolitical instability and the Indian economy. We discuss why India’s dependence on imported energy makes the Nifty highly sensitive to conflicts thousands of miles away.

• Imagine it is 1995. You’ve just seen 10 years of thumping returns in Indian stocks, so you "blindly" invest everything. What happens next? Zero returns for the next 8 years. We discuss why recent success is often the biggest trap for investors and how to avoid it.

• Why spreading your money across different "assets" (like Gold, Bonds, Indian and International Stocks) is the ultimate secret to peace of mind.

• We analyze how equally dividing your money into the "Big 5" assets has historically delivered steady 13-14% p.a. returns with a much smoother ride than just buying the Nifty.

• Why "loading up" on equities once the war ends is a trap that often leads to increased investment risk.