Breaking Investment Stereotypes With Rajkumar Singhal podcast

#Trading #Business #Rajkumar Singhal

13:44

Legendary actor and mental health advocate Glenn Close is on a quest to change how we think about mental health, starting with her decision to speak out about her own family's struggles — a brave choice considering the stigma that pervades the topic. This week, we're revisiting this sweeping conversation with TEDWomen curator Pat Mitchell, where Close shares the inspiration behind the advocacy group she founded to combat the crisis, underscoring the transformative power of community and the critical need for comprehensive mental health care systems. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at ted.com/join Hosted on Acast. See acast.com/privacy for more information.…

Breaking Investment Stereotypes with Rajkumar Singhal

Series home•Feed

This is brought to you by Multipie.co. Here we will be interviewing professionals from financial markets who will talk about long term investing habits and we will try and break some stereotypes

28 episodes

Breaking Investment Stereotypes with Rajkumar Singhal

updated 3 years ago

Series home•Feed

This is brought to you by Multipie.co. Here we will be interviewing professionals from financial markets who will talk about long term investing habits and we will try and break some stereotypes

28 episodes

#Trading #Business #Rajkumar Singhal

All episodes

Breaking Investment Stereotypes with Rajkumar Singhal

1
William Green on Warren Buffett, Charlie Munger, Art of subtraction and how to be Richer, Wiser and Happier 1:50:40

3 years ago1:50:40

1:50:40

My guest for today is William Green . William is the author of very popular book Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life Over the last quarter of a century, he has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He’s written extensively about investing for many publications and has also given many talks about the lessons we can learn from the most successful investors, not only about how to invest but about how to improve our thinking. Green has written for many leading publications in the US and Europe, including The New Yorker , Time , Fortune , Forbes , Barron’s , Bloomberg Markets , and The Economist . He has reported in places as diverse as China, India, Japan, the Philippines, Bangladesh, Saudi Arabia, South Africa, the US, Mexico, England, France, Monaco, Poland, Italy, and Russia. He has interviewed presidents and prime ministers including our own Manmohan Singh, inventors, criminals, prize-winning authors, the CEOs of some of the world’s largest companies, and countless billionaires. He also worked closely with a renowned hedge fund manager, Guy Spier, helping him to write his much-praised 2014 memoir, The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment . Green also wrote and edited The Great Minds of Investing , which features short profiles of 33 renowned investors, along with stunning portraits created by Michael O’Brien, one of America’s preeminent photographers. Born and raised in London, Green was educated at Eton College, studied English literature at Oxford University, and received a Master’s degree from Columbia University’s Graduate School of Journalism. He lives in New York with his wife, Lauren, and their children, Henry and Madeleine. Show Notes: 0:00-8:15 : Introduction 08:15-15:32 : About his book - ‘Richer, Wiser, Happier’ 15:32-22:37 : Important things William has learnt from successful people & their traits 22:37-37:21 : The 'Art of subtraction' & how it has helped & impacted William 37:21-42:26 : Role played by insights as well as luck for great investors 42:26-49:06 : What's it like to meet billionaires - there is a combination of arrogance, pride, vulnerability, fragility etc 49:06-53:51 : What drives Warren Buffett and his partnership with Charlie Munger for 50 odd years 53:51-1:00:19 : How does one balance between the concept of diversification and concentration 1:00:19-1:10:09 : How do great investors think through the market cycles, the chaos, the calmness 1:10:09-1:19:14 : Investment done by any person that has fascinated William 1:19:14-1:29:04 : Happiness quotient of rich & wise people 1:29:04-1:42:01 : Advice to 20 year self 1:42:01-1:50:40 : How does William bring himself back to normality after being with these rich people…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Vikas Khemani - Founder & CEO of Carnelian Asset Management 1:07:01

3 years ago1:07:01

1:07:01

My guest for today is Vikas Khemani . Vikas is Founder & CEO of Carnelian Asset Management . He has ~25 years of capital markets experience, before founding Carnelian, he was CEO of Edelweiss Securities Ltd, where he spent 17 years incubating & building several businesses to leadership position including Institutional Equities and Equity Research. he enjoys strong relationships with Corporate India and is associated with several Industry bodies & committees including the CII National Council on Corporate Governance, FICCI Capital Markets Committee, Executive Council of Bombay Management Association. He is also a member of Young Presidents Organization (YPO), a global forum for entrepreneurs and CEOs and was awarded Young Professional Achievers Award for the service sector by the ICAI in 2014. His passion for investing took shape during his college days and continues to drive him. Besides being an avid reader and poker player, Vikas enjoys yoga, meditation and has been running marathons since the last 15 years This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you. Show Notes: 00:00-02:40 Introduction 02:40-04:06 Vikas's EBC Trek Experience 04:06-10:11 About Vikas & Carnelian journey 10:11-13:55 Vikas's perspective on his tweet - "The desire to perform all the time is usually a barrier to performing over time." 13:55-18:02 Carnelian strategy and the shift in their strategy 18:02-21:40 Sector within Manufacturing sector where Vikas sees more potential 21:40-25:11 Does Vikas classify himself as a contrarian investor & when is big money made according to him 25:11-30:20 Vikas's best and worst investments 30:20-32:20 What is worse - 'Buying a wrong company' or 'selling a good company early' 32:20-35:34 Vikas's view on the financial sector 35:34-39:21 Vikas's view on the Reliance Industries 39:21-43:12 Investing lessons one learns from Poker 43:12-47:44 Vikas's view on digital businesses in India & their valuation 47:44-49:58 Stocks to avoid 49:58-53:00 Breaking Stereotypes 53:00-56:30 Healthy habits that one can incorporate in their daily life 56:30-1:00:10 How does Vikas make sure he is right on his spiritual track too 01:00:10-1:01:10 Book recommendation 1:01:10-1:02:30 Vikas's personal investment asset allocation 1:02:30-1:04:50 Regrets & things Vikas is looking forward to in life going ahead 1:04:50-1:07:01 Advice to 20 year self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Pravin Jadhav - Founder & CEO of Raise Financial Services 1:04:07

3 years ago1:04:07

1:04:07

My guest for today is Pravin Jadhav . Pravin Jadhav, or PJ is Founder & CEO of Raise Financial Services . He is known in the startup & technology ecosystem for building products from scratch and scaling them up from zero. Prior to Raise, Pravin was the Founder, Managing Director, and CEO of Paytm Money, where he built the product and company from zero to become India's largest investment platform. In his previous roles, Pravin was Chief Growth & Product Officer at Servify, Head of Growth at Freecharge, and led product for Mobile and eCommerce at Rediff. He has 2 decades of experience across verticals like Invest-tech, Payments, eCommerce, Online Advertising, Social, Search, and Mobile. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you. Show Notes: 0:00-2:27 Introduction. 02:27:00-8:54 PJ's journey. 08:54-15:00 What is PJ currently doing, how is it different from Paytm Money ? 15:00-22:49 How does PJ reconcile between traders & investors data sets? 22:49-28:52 How does Dhan's vision fit into the next phase of the broking industry? 28:52-33:22 How does PJ balance between the customer feedback and feature release? 33:22-38:01 Investor behaviour changes seen in recent times. 38:01-39:17 There are two applications by Raise - one for trading and other for investing, how does PJ reconcile and about branding? 39:17-43:59 Personal investment asset allocation of PJ. 43:59-49:14 Views on 'social meets investing'. 49:14-51:32 What makes PJ so active on social media? It's upsides & downsides. 51:32-58:50 How is PJ preparing himself ,being part of a startup, amidst the market slowing down ? 58:50-1:01:09 Breaking Stereotype according to PJ. 01:01:09-01:04:07 What advice will PJ give to his 20 year old self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Amit Jeswani : Founder & CIO at Stallion Asset 1:04:50

3 years ago1:04:50

1:04:50

My guest for today is Amit Jeswani who is founder and CIO of Stallion Asset Management. Amit is a double charter and has successfully completed his Chartered Financial Analyst (Virginia, USA) and Chartered Market Technician (New York, USA) certifications. A graduate in business with finance from Kingston University, London, he has been investing in the capital markets from the last 13 years, having started at a tender age of 16 alongside his father who was a stock broker. With humble beginnings, he started Stallion Asset as a Research Analyst firm, and with the trust of his clients, Stallion Asset has scaled up to become a Portfolio Management Service Firm. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you. Show Notes: 00.00- 2.09 mins: Introduction 2.10- 4.04 mins: Amit Jeswani’s life journey & what made him enter equity markets 4.05- 7.55 mins: 1st biggest mistake while investing 7.56- 11.18 mins: What made Amit become an active investor from an active trader 11.19- 19.09 mins: What are the major trends Amit is optimistic on 19.10- 22.43 mins: Views on emerging monopolies (market leaders) 22.44- 25.16 mins: Interpretation of recent FII selling in the market 25.17- 28.50 mins: Fed has started tightening the market, time to be conscious now? 28.51- 36.50 mins: Which industry will benefit the most from the growth trajectory of increasing per capita income in India? 36.51- 41.09 mins: What are the specific segments Amit is specifically bullish on under PLI schemes announced by the government? 41.10- 45.15mins: New-age tech companies having long term superior advantage 45.16- 49.10 mins: What risk factors & other metrics to consider while allocating capital 49.11- 52.23 mins: Does Amit use technical parameters along with the fundamental analysis while choosing stocks for the portfolio 52.54- 59.04 mins: How Indian markets will look like in the next 10 years? 59.05- 1.01.20 mins: What advice will Amit give to his 20-year-old self? 1.01.21-1.04.54 mins: Investment stereotypes according to Amit?…

Breaking Investment Stereotypes with Rajkumar Singhal

1
S Naren - Executive Director and CIO for ICICI Prudential AMC 1:01:16

3 years ago1:01:16

1:01:16

My guest for today is S Naren . Naren is the ED and CIO for ICICI Prudential AMC . Naren joined the AMC in 2004 as fund manager and has worked in various capacities in the investment function culminating in his taking over as the Chief Investment Officer. He oversees the entire investment function across the Mutual Fund and the International Advisory Business. He currently manages some of the flagship schemes of the ICICI Prudential Mutual Fund. After obtaining a B. Tech degree from IIT Chennai, Naren finished MBA in finance from IIM Kolkota and worked with financial service organizations like Refco Sify Securities India Pvt. Ltd., HDFC Securities Ltd. and Yoha Securities in various positions prior to joining ICICI Prudential AMC. Naren has many laurels to his credit. He is a leading voice on the Indian economy/ equity markets across the investment and financial services fraternity. Mr. Naren was also a member of the esteemed panel of invitees for the Honorable Prime Minister’s Pre-Budget consultation meet for 2020. In recognition of his work, various leading investment authors have featured him through dedicated chapters in their investment books. He is widely recognized as India’s leading Mutual Fund and Capital Market Investment Guru Mr. Sankaran Naren is also a member of the Committee on Equity matters at AMFI. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you. Show Notes 0.42: Introduction 3.00: Investing philosophy of S Naren over the years 5.51: Naren’s point of view on how global banks control the stock markets 9.04: RBI’s inflation view 11.03: How is the commodity led inflation impacting India and the markets 13.23: Naren’s approach to asset allocation 16.41: Thoughts on various asset classes 20.26: Views on Indian and global equities 22.10: Understanding value investing and avoiding value trap 26.18: Naren’s perspective on the metal sector from a value investing point-of-view 28.45: Naren’s thesis on the Indian banking sector 31.50: Retail participation in the stock markets 34.49: Thoughts on the insurance sector 35.56: Thesis on the real-estate sector and REITs 37.38: Learnings from Howard marks and Michael Mauboussin 40.17: Naren explaining his statement “Investing is buying, sizing and selling” 42.09: Naren’s view point on India in the next decade 44.29: Naren’s personal investing journey 47.19: Outlook on the new growth loss making companies 49.36: Role of co-fund managers in the ICICI Prudential team 52.24: Challenges of having a small child at home and improvement in oneself 54.38: Naren’s view on the different stereotypes that investors have 59.17 Advice to your own 20 year self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Siddharth Bhaiya - Managing Director and Fund Manager at Aequitas Investment Consulting Pvt Ltd 1:21:29

3 years ago1:21:29

1:21:29

My guest for today is Siddharth Bhaiya . Siddhartha is the Managing Director and Fund Manager at Aequitas Investment Consulting Private Limited , a boutique investment firm focusing primarily on PMS and AIF offerings. He is a qualified Chartered Accountant and the driving force behind Aequitas Investment and has over 20 years of experience into Equity research and Equity Fund Management. With Siddhartha’s multibagger and contrarian stock picking approach, Aequitas has delivered ~31% CAGR returns over the last 9 years leading to ~1020% absolute returns. He has been instrumental in taking Aequitas from a start-up to a $250 mn AUM with one of the best performance track record in the industry. He believes in generating outsized returns by investing in small cap undiscovered companies. With exposure across all market capitalization companies, he is a specialist in bottom-up stock selection. Siddhartha started his career as a Research Analyst with Sushil Finance and has worked with Stratcap Securities, Principal PNB AMC & Reliance Capital Asset Management (RCAM). This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you. Show Notes 0.48- 2.47 Introduction 2.48- 5.05 Why Siddharth’s bio says - “I am the next multibagger” 5.06- 10.31 Siddhartha’s life journey before starting Aequitas & what made him start his own fund management company 10.31- 11.54 Aequitas’s journey from getting its first cheque from initial clients 11.55- 16.58 Psychology of money & how to actually implement it? 16.59- 20.10 How can one learn to hold stocks even during drawdowns? 20.11- 29.26 How to identify multibaggers & consistently hold on to them for a long period to create wealth 29.27- 32.55 What does contrarian investing actually mean? 32.56-40.52 Detecting right cycles at the right time 40.53-43.28 Sectors/themes Siddhartha is bullish on 43:00 Why bullish on Infrastructure as a sectoral theme 43:29 How should individual react to FED hikes and recent drawdowns 49:55 Aequitas 5 year performance and how did Siddharth bounce back post Mar-20 drawdown 53:09 What did Siddharth learn from his mistakes about selling stocks early 55:44 Views on IPO listings in 2021 and if Siddharth likes any 59:10 Do as the promoter do - how to track promoter activity 1:00:00 Why should parents teach delayed gratification to kids 1:03:16 Stocks that changed Siddharth’s life - Bharti Airtel and Avanti Feeds 1:06:08 Why should investors NOT research ideas not in their valuation range 1:09:00 Why Gold should be part of investment allocation 1:13:44 We are in the business of making mistakes, not repeating them 1:18:00 Book recommendation for all - One up on Wall Street…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Anthony "Pomp" Pompliano and Sumit Gupta - All things about Crypto 50:46

3 years ago50:46

50:46

We have a special episode today..we are bringing two of the world’s leading crypto experts as guests. Anthony Pompliano Anthony “Pomp” Pompliano is an entrepreneur and technology investor. Most people simply call him “Pomp.” Pomp currently manages an investment portfolio valued at more than $500 million, including investments in many of the largest companies across the bitcoin and crypto industry. Additionally, he hosts the popular podcast “The Pomp Podcast,” which has been downloaded more than 20 million times. Pomp also writes a daily letter that is read by more than 150,000 investors each morning. Lastly, Pomp’s interests lie at the intersection of finance, technology, entrepreneurship, and economics, which he tweets about extensively to his more than 700,000 followers. Sumit Gupta, Co-Founder & CEO, CoinDCX Sumit Gupta is Co-Founder and Chief Executive Officer (CEO) of CoinDCX, India’s first crypto unicorn and the safest cryptocurrency exchange. As a pioneer in India’s crypto industry, Sumit has been instrumental in bringing the emerging asset class to the consciousness of India’s mainstream. In his role, Sumit is responsible for the overall strategy and growth of CoinDCX, and is the driving force behind the company’s vision to onboard 50 million Indians into crypto. As co-chair of the Blockchain and Crypto Assets Council (BACC), a part of IAMAI, whose members are crypto exchanges operating in India, Sumit is an influential industry figure who advocates actively for better understanding and adoption of crypto. Together with his team at CoinDCX, Sumit is committed to democratizing access to crypto for India, empowering Indians to manage their digital wealth in an increasingly digital and decentralized future. Sumit holds an Undergraduate and Master’s degree from the Indian Institute of Technology Bombay. Show notes 00:20 Introduction of Multipie and the show 01:11 Introduction of Crypto + Pomp + Sumit 03:15 Monetary revolution v/s technology revolution 05:51 Comparing Bitcoin to Digital Gold 08:20 Bitcoin as an investment opportunity for retail investors 11:13 Sumit's views on how the Indian govt. has been regulating the space in the last 4-5 years 14:50 How do exchanges like CoinDCX manage to handle the volatility in the crypto space? 16:21 Pomp's take on launch of a Bitcoin ETF in the US 18:42 Will cryptocurrency be accepted world-wide? 24:28 Cultural revolution in this industry 27:24 Are NFTs coming out as an application of the technology? 30:19 Views on selecting a currency out of the 5000+ already in circulation 32:43 Smarter application of the cryptocurrency 34:11 Takeaways on Dogecoin 35:19 Explaining Central Bank Digital Currency 37:14 Advice to young crypto enthusiasts 40:20 Closing remarks for Pomp 40:46 Sumit's take on Bitcoin as an replacement to gold 43:47 Looing into the metaverse from an Indian view point 46:22 Where does India rank in the global crypto space? 48:34 How are the Indian investors reacting to the market volatility?…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Hiren Ved - CEO, Director, CIO, Alchemy Capital Management. 1:32:56

3 years ago1:32:56

1:32:56

My guest for today is Hiren Ved . Hiren is the Co-Founder, Director, CEO, and CIO, Alchemy Capital Management . With over 30 years of experience in the Indian equities market and public market investing, Hiren Ved – has a long track record of alpha generation over 19 years. He has been Managing/advising funds worth 1 billion USD (as on 31 Dec 2021) across domestic and offshore mandates for Alchemy. As the CIO of Alchemy Capital, he has developed a sustainable long term fundamental research-based investment philosophy that has helped in delivering consistent and superior long term returns for clients. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you. Show notes: 0:00 Introduction 2:43 What made Hiren Ved so fascinated towards stock markets? 7:10 What made Hiren from heading the equity research department to start his own PMS- Alchemy capital? 11:17 Hiren’s investing style - how it has evolved over the last 20+ years 14:25 What are several elements which made Hiren a successful investor & his key learnings from the market? 22:12 How to get exposure in different themes and different market cycles at the reasonably right time? 32:25 How does Hiren see the next 10 years in India? 48:41 What are the 3-4 sectors Hiren is bullish on? 59:30 Hiren’s view on recent drawdown in new-age tech companies & long-term view on new-age tech companies in India and globally. 1:13:35 Thoughts on impact of potential financial tightening in the US and India. 1:19:12 Hiren’s suggestion for new Investors 1:23:46 One important Investing stereotype which Hiren wants to break. 1:26:06 What does Hiren reads about except Equities & markets 1:30:41 What advice would Hiren give to his 20-year-old self?…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Radhika Gupta - MD & CEO, Edelweiss AMC 1:07:47

3 years ago1:07:47

1:07:47

My guest for today is Radhika Gupta . Radhika is Currently MD & CEO of Edelweiss Asset Management Limited . She is a graduate from the Management and Technology Program at the University of Pennsylvania (USA); with joint degrees in Economics from the Wharton School & Computer Science Engineering from the Moore School, She has recently been elected as Vice Chairperson at AMFI. Radhika started her career with McKinsey & Company, and then progressed to become a hedge fund manager with AQR Capital – One of the world’s largest Systematic Asset Managers. She then moved to India to start her own venture named – Forefront Capital Management, an alternative asset management firm, which was acquired by Edelweiss in 2014. A true global personality, having travelled across 4 continents, she is the founding President of the University of Pennsylvania Alumni Club, a member of the Global Leadership Council of the Management and Technology Program and a Board Member of the Association of Mutual Funds in India (AMFI). A keen micro-blogger on Twitter and an avid Bridge player, her unique life story narrated in the video, ‘ The Girl with a Broken Neck ’, has garnered over 1.8 L views. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 0.35- 2.35: Radhika’s Introduction 2.36- 5.42: Radhika’s life journey 5.43- 9.07: Habits that Radhika shaped by living in Italy 9.08- 12.13: Thoughts on the importance of community 12.14- 16.05: View on Indian educational ecosystem 16.06- 19.10: Radhika’s experience of starting the career by trading mortgage loans, Ninja loans, CDOs, etc. 19.11- 23.06: Experience during the financial crisis in 2008 in India 23.07- 25.26: What made her move to India from the US 25.27- 28.32: Learnings from building her own company- Forefront capital 28.33- 30.23: How she lost money due to poor asset allocation during the financial crisis 30.24- 35.03: Journey from becoming one of youngest CEOs & being lost initially to now completing 5 years in industry & feeling settled now 35.04- 38.5: How Social media helped Radhika so much in her life 38.6- 43.36: How are Debt index funds a better alternative to FDs 43.37- 47.55: What does Edelweiss look at before adding any company to their IPO fund 47.56- 52.04: The myths of Passive investing 52.05- 53.55: Is the retail interest towards markets structural? 53.56- 55.48: How can one have a portfolio which is very simple with an element thrill factor at the same time 55.49- 56.59: One habit that can help in becoming a better investor 57.00- 1.02.11: What can be done to increase women participation in financial services 1.02.11- 1.07.17: The importance of mental health in a workplace 1.07.18- 1.07.51: What advice she would give to her 20year old self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Aditi Kothari - Vice Chairperson of DSP Investment Managers 42:08

3 years ago42:08

42:08

My guest for today is Aditi Kothari . Aditi Kothari Desai is the Vice Chairperson of DSP Investment Managers Pvt Ltd . (DSPIM). She also heads Sales, Marketing and E-Business and serves as a member of the Executive Committee. Aditi is passionate about the digitization of the financial sector and was instrumental in the launch of all DSP’s digital platforms. Aditi joined Merrill Lynch’s investment banking group in New York in 1998, primarily working on M&A activities in the Financial Institutions Group. Subsequently, she worked in DSP Merrill Lynch as part of the fixed income team where she and I worked together as well. later she joined DSP Merrill Lynch Fund Managers in 2002 (now DSPIM). Aditi is a Trustee in the Hemendra Kothari Foundation as well as the Wildlife Conservation Trust. She is passionate about viewing and saving wildlife. Apart from being an Independent Director at Godrej Agrovet, she also serves on the Board of DASRA, a leading strategic philanthropy foundation in India.. Aditi holds a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show Notes 00.00-2.18: Introduction 2.19-4.15: Life Journey of Aditi kothari 4.16-5.26: What made Aditi enter Fixed income industry from Investment banking 5.27-9.17: Trajectory in mutual fund industry (How 90Mn$ fund turned into 1.2Bn$ in just a year) 9.18-12.53: How was the digital transaction platform built in DSP? 12.54-14.47: Why DSP invested in smallcase? 14.48-18.46: View on future of digital platforms 18.47- 20.58: Which financial products have a high potential customer demand? 20.59- 23.11: Upcoming trends in the mutual fund industry. 23.12-26.58: What can be done to increase women participation in the financial markets? 26.59- 31.55: What financial independence actually means for women? 31.56- 33.19: Will the retail enthusiasm of directly investing in equities continue or will end with the bull market? 33.20- 34.36: Types of alternative asset classes 34.37- 34.31: Role of Aditi in philanthropy funds & trusts 34.32- 39.59: Advice to Aditi’s 20yr old self 40.00- 41.55: What motivates Aditi everyday?…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Nilesh Shah - Group President and MD of Kotak Mahindra Asset Management 57:15

4 years ago57:15

57:15

My guest for today is Nilesh Shah some one I admire a lot and whom I have the pleasure of knowing for last 25 years Nilesh Shah or Nilesh Bhai as he is popularly known as is Group President and Managing Director of Kotak Mahindra Asset Management Company Limited . Nilesh Bhai was part of the team that has received the Best Fund House of the Year Award at all the mutual funds where he worked viz. Kotak MF, ICICI Prudential and Franklin Templeton over last three decades. Nilesh Bhai is Chairman of Association of Mutual Fund in India (AMFI), Member of Mutual Fund Advisory Committee (MFAC) and a part time member of the Economic Advisory Council to the Prime Minister. Nilesh Bhai was featured in Top 50 People of India by India Today for CY 20. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 00:25-02:30 Introduction 02:30-05:00 Personal Life of Nilesh Shah 05:00-06:20 Fixed income, first love of Nilesh Shah 06:20-07:00 Moved to Equity in 2003 07:00-08:45 Mutual Fund, just the right path 08:45-12:00 Views on the market 12:00-15:00 Corrections in small-cap & mid-cap 15:00-21:50 Comparison of the 2003-08 Capex cycle with current markets 21:50-27:20 Trends in the coming years 27:20-31:00 Role of Indian Government towards double-digit growth 31:00-34:10 Views on the Automobile sector 34:10-37:05 Why are people moving to safe asset classes? 37:05-39:00 Road ahead for Mutual Funds 39:00-41:50 Evaluating Fund Managers 41:50-44:00 Discount Brokerage Firms; partners in expanding the market 44:00-46:10 Nilesh Shah's Investment Strategy 46:10-47:35 Sectors that will play a pivotal role in the Capex cycle 47:35-50:15 Biggest Mistake during his career 50:15-52:25 Views on the Indian Fixed Income Market 52:25-55:35 Key takeaways on Crypto Industry 55:35-56:45 Predictions on the Market 56:45-57:45 Advice to 20 year own self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Jitendra Chouksey - Founder and CEO, Fittr 1:01:33

4 years ago1:01:33

1:01:33

We are kicking off a brand new series called Founder Series. Here at Founder Series we will be calling founders , CEOs and builders who have created world class businesses and deep dive into them. My guest for today is Jitendra Chouksey . JC is a first-generation entrepreneur and Founder and CEO of Fittr, a community-driven online health and fitness platform. He took a simple idea of helping his friends and family get fit over WhatsApp and Facebook, and turned it into a 100-million-dollar enterprise. Today, Fittr has trained and transformed more than 200,000 people around the globe, provided jobs to over 600 people, and has democratized fitness. With a community spanning over 104 countries and 2.5 million people, Fittr is one of the hottest Indian startups backed by the likes of Suniel Shetty and Sequoia Capital . JC’s vision of the community stemmed from his intent to offer a safe and judgement-free environment for people. He aims to transform over 50 million people and create 100,000 jobs through Fittr. A winner of the BusinessWorld Young Entrepreneur Award 2020, JC is a certified Sports Nutritionist from International Sports Sciences Association (ISSA) and has an Engineering degree in IT. For this episode I am also joined by my co founder, Mihir Patki who is very passionate about nutrition in same way as investing. He has been one of the early believers in Fittr as well. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 0:00 - Introduction 2:31 - JC's life journey 9:01 - Why JC did not like Y Combinator? 11:36 - How Fittr stayed profitable even after giving sharing secret sauce in public? 13:45 - Culture development in Fittr community? 15:53 - Fittr's exploration in mental health and kids' fitness 17:54 - Transformation challenges between TC1 and TC13 20:14 - JC's hacks to change anyone's life 22:24 - Ups and Downs in Fittr's journey. 26:02 - How did JC imbibe rich culture in Fittr community? 29:08 - JC's early team and co-founders 36:52 - Suniel Shetty's impact on JC's life 40:02 - What will Fittr do with series A funds? 44:26 - Important numbers, metrics and future goals of Fittr 46:37 - Bursting myths about fitness 47:58 - Quick game on parallel between Investing and fitness 55:57 - JC's personal investing plans 59:04 - JC's advice for his 20-year-old self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Swanand Kelkar - Former Managing Director, Morgan Stanley 1:20:54

4 years ago1:20:54

1:20:54

My guest for today is Swanand Kelkar . Swanand was a Managing Director at Morgan Stanley based in Mumbai till may 2021. He was part of the Global Emerging Market equity team, where he oversaw a public equities portfolio of about USD 3 billion. He joined Morgan Stanley as an Analyst in 2007 and rose through the ranks to become Managing Director in 2017. Funds advised by Swanand had top decile performance between 2014 and 2017. The India SICAV fund was nominated for and won the best fund award in Citywire rankings in 2017. Before Morgan Stanley, Swanand has worked with Fidelity International and HSBC Asset Management He graduated in Commerce from University of Mumbai and is a Chartered Accountant. His love for equities and investing made him follow up his accountant qualification with an MBA from IIM Ahmedabad, one of the top business schools in Asia. Swanand has been an op-ed contributor to Mint, Bloomberg, and Open Magazine writing on investing, markets and Indian macro and has also appeared as an expert on Bloomberg TV, CNBC and ET Now. He writes a monthly column for Bloomberg Quint. In 2020 Swanand took a one-year sabbatical from his corporate job. During that year he became a qualified yoga teacher certified by World Yoga Alliance, published short stories, trained at the Gary Kirsten cricket academy in Cape Town and learnt how to cook a five-course meal. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 0:00: Introduction 5:18: From Gangadhar to Shaktimaan - how did sabbatical change Swanand 6:52: On setting dozens of “No Agenda Meetings” 10:23: Should macro-economy matter for individual investors 12:40: Capex vs consumption cycle - Why L&T can outperform HUL 15:23: Swanand’s mistake of making pure macro call 18:36: Why India has a valuation premium vs. other Emerging Markets? 25:30: Superior returns comes from out-behaving & not out analysing 27:32: Say “I don’t know” more often and focus on process vs khabar 34:12: Swanand's stock and portfolio construction approach 37:30: Concentrating to one sector OR across industries 40:21: Swanand's longest investments 41:43: Active vs. Passive investments 46:23: How to access recent IPOs? 50:57: How to choose: Asset heavy vs. Asset light? 52:44: Hard to fail when you aim high enough 56:33: Attitudinal shift in GenZ 1:01:03: Actionable ideas from GenZ trend 1:05:21: Thoughts on recent China's crackdown 1:07:49: Myth that everyone believes in 1:10:38: Lessons from Vipassana and Cricket 1:16:31: Book recommendations 1:18:10: Advice to Swanand's 20yr old self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Andrew Holland - CEO at Avendus Capital Public Markets Alternate Strategies LLP 1:01:53

4 years ago1:01:53

1:01:53

My guest for today is Andrew Holland . Andrew is currently CEO of Avendus Capital Public Markets Alternate Strategies LLP . He joined Avendus Capital from December 2016. Prior to joining Avendus, Andrew was the CEO of Ambit Investment Advisors where he built one of India’s largest and most successful Hedge Funds. Before that he was the Managing Director – Strategic Investment Group for Merrill Lynch in India where he and I worked togehter for a decade. Andrew was the Chief Administrative Officer and Head of Research at Merrill Lynch in India. He successfully built DSP Merrill Lynch to a top Research Broking House which got top ratings in Asia Money, Institutional Investor and Greenwich. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 01:36 - Why did Andrew move to India? 05:49 - Thoughts on India's longest rally without 10% decline 08:08 - Corollary with 2003-2007 capex cycle and FII flow into India 12:04 - Are we at the start of a capex cycle from the private sector? 14:55 - Misconceptions around Hedge fund investing 18:23 - How will the Fed's tapering impact Indian and global markets? 25:42 - India's green shoots and slowdown in global ecosystem 30:37 - Where are we in the "Commodity bull run"? 33:24 - Andrew's take on Valuations of Indian market 38:01 - Which sectors are overestimated and underestimated? 43:22 - Future course of action for Avendus Capital 48:07 - Andrew's best long and short calls 56:22 - Investment Stereotype Andrew wants to break 59:20 - Andrew's advice to his 20yrs old self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Neha Singh and Abhishek Goyal - Co Founders, Tracxn 1:11:33

4 years ago1:11:33

1:11:33

We are kicking off a brand new series called Founder Series. Here at Founder Series we will be calling founders , CEOs and builders who have created world class businesses and deep dive into them. My guests for today are Neha Singh and Abhishek Goyal , Co Founders of Tracxn Tracxn is one of the largest private market intelligence platforms tracking Startups & Emerging Technology Sectors globally like IoT, Blockchain, AI, Robotics, FinTech, CyberSecurity and more. Used by Venture Capital Funds, Private Equity Funds & Fortune 500 Corporates across 50 countries. Prior to Tracxn Neha was a Venture Capitalist at Sequoia Capital. Before Sequoia, Neha was a Consultant at The Boston Consulting Group (BCG). Engineer by background, Neha did her BTech & MTech in Computer Science & Engineering from IIT Bombay where she graduated with Institute Silver Medal. She also got the Google Women in Engineering Award recognising women student achievers in the field of CS. Neha did her MBA from Stanford Graduate School of Business. She has been awarded Fortune 40 under 40 by Fortune India Magazine and Outstanding Women Award by Outlook Business. Abhishek is a graduate from IIT Kanpur, worked with Yahoo and Amazon before joining Accel and then starting Tracxn. He has been recognised as part of the ‘40 under 40’ list by Fortune India in 2018 and 2019. In various avatars (Accel, Tracxn Labs & personally), he has invested in 150+ startups over last 13 years which included names like Flipkart, Delhivery, Rupeek, Gameskraft, Airmeet, and Lafz. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 0:00 - Introduction 3:20 - From Engineer to VC to Founder: How Neha shaped her career? 6:02 - Abhishek's career journey from a conventional family to founding Tracxn 9:44 - Tracxn Journey from Inception 12:36 - How does Tracxn collect data at scale? 14:11 - Tracxn's early vision 15:55 - Highs and lows in starting days 18:55 - Tracxn's growth and competition story 22:56 - Tracxn's drive: Private market investors vs. Large corporates 24:44 - Impact of Tracxn on Private market investing 27:42 - Future of traction in next 10 years 29:46 - Will Tracxn serve retail investors too? 31:31 - Sales strategy of Tracxn 34:21 - Evolution of Indian Unicorns & Startup ecosystem 37:00 - Are VCs too bullish on Indian startups? 39:43 - Lessons from failing startups 42:41 - Secret of successful VCs 45:55 - Women in the Indian startup ecosystem 49:05 - What's Future of work: Remote or In-office? 50:58 - Thoughts on Indian startup IPOs 55:34 - Avenues to look at while investing in Private companies 58:01 - Rapid Fire Round 🔥🔥 59:02 - Top 3 startups to watch out for 1:00:43 - Learnings from life as a VC and Founder 1:04:57 - Advice to 20yr old self 1:07:35 - How does it feel to have a spouse cofounder?…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Yashish Dahiya - Co-founder & Group CEO, Policybazaar.com. 40:59

4 years ago40:59

40:59

My guest for today is Yashish Dahiya. Yashish is Co-Founder & Group CEO, Policybazaar.com In over 12 years, Yashish has grown Policybazaar to become a key influencer in consumer decisions around insurance. He believes death, disease and disability products are the future of the insurance industry, as India strives towards social security. He is an avid sportsperson, and has worked in the past as MD of Ebookers Plc and consultant with Bain & Co in their London office. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 0:00 - Intro 1:19 - Yashish’s career journey 3:50 - What does Policybazaar do? 6:10 - How is Policybazaar different from a traditional insurer? 8:35 - Changing lack of health insurance cover in India 9:18 - Why you shouldn’t buy savings products 10:24 - Policybazaar’s USP 12:18 - Understanding Policybazaar’s journey 17:18 - Yashish’s views on journey with Info Edge 19:19 - Shifting consumer mindsets in the insurance sector 21:46 - How did insurance start? 22:57 - Upcoming trends in the insurance sector 24:13 - Has COVID accelerated insurance adoption? 25:15 - Insurance advice for your financial planning 29:02 - Why is Yashish able to spread insurance education so effectively? 32:01 - Impact of fitness on Yashish’s life 34:33 - Is there “ease of doing” business in India? 37:38 - An insurance stereotype Yashish wants to break 38:36 - Advice to Yashish’s 20yr old self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Vishal Khandelwal - Founder of SafalNiveshak.com 1:17:42

4 years ago1:17:42

1:17:42

My guest for today is Vishal Khandelwal . Vishal is the founder of SafalNiveshak.com , an initiative to help people learn the art of value investing and behavioral finance to be able to make better investment decisions. The site, which he started in 2011, is subscribed by more than 90,000 readers and has been ranked among the best value investing blogs worldwide. Vishal is also the author of The Sketchbook of Wisdom, which is packed with 50 timeless ideas from the wisest people who have walked this Earth. Vishal calls it a manual on virtue, happiness, and the pursuit of wealth and good life. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 0:00 - Intro 1:32 - Vishal’s journey with Safal Niveshak 8:45 - The story behind “The One Percent Show” 11:19 - What made Vishal write “The Sketchbook of Wisdom” 13:55 - How and when Vishal found his Ikigai 16:25 - Writing on behavioral finance v/s stock ideas 17:43 - Why Vishal does not like writing about stocks 19:48 - Simplifying personal finance 23:30 - Approaching insurance planning 26:20 - What is the need for financial education 28:42 - Understanding the “Robinhood generation of investors” 30:40 - How should you navigate bipolar markets? 32:58 - Have markets become short-term on an average? 35:48 - How can one avoid the trap of short-term investing? 39:20 - Becoming an investment Buddha 42:48 - How can you navigate market cycles? 47:13 - Vishal’s lessons from his podcasts 50:40 - Strategically copying investment styles 51:37 - Who has impacted Vishal’s investing strategy? 53:30- Why Vishal loves being an educator 54:08 - How has meditation helped Vishal? 57:52 - An investing stereotype Vishal wants you to break 1:01:30 - Understanding our complicated relationship with money 1:02:47 - Resolving the gender divide in finance 1:07:22 - How does Vishal read & journal? 1:10:20 - Vishal’s advice to a 20 year old today 1:12:40 - Advice to a young parent 1:13:48 - Vishal’s views on Crypto Books referenced Poor Charlie’s Almanack Think Twice: Harnessing the Power of Counterintuition- Book by Michael J. Mauboussin Black Swan-Nassim Taleb Education of Value Investor- Guy Spier The Sketchbook of Wisdom-Vishal Khandelwal…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Raunak Onkar - Co-Fund Manager & the Research Head at PPFAS Mutual Fund 1:02:39

4 years ago1:02:39

1:02:39

My guest for today is Raunak Onkar . Raunak is a Co-Fund Manager & the Research Head at PPFAS Mutual Fund . After a Bachelors in IT & an MBA in Finance, Raunak started his capital markets journey with PPFAS, over a decade ago. As an analyst he covers a variety of businesses & sectors and is a regular speaker at PPFAS' Monthly Financial Opportunities Forum series on Youtube ( https://ppfasfof.com/ ) . This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 0:00 - Intro 1:29 - Raunak’s Journey with PPFAS 3:30 - PPFAS’s investing ideology 5:20 - Relevance of valuation and P/E multiple 10:04 - How can one build conviction in their investing strategy? 14:09 - Understanding “modern monopolies” and “moats” 18:25 - Navigating through the information overload 24:43 - Raunak’s views on behavioural investing and biases 31:30 - Why should one invest in global equities? 33:20 - How can a retail investor invest internationally? 34:30 - Learnings from analysing international equities 37:29 - Raunak’s outlook for Indian markets 40:44 - PPFAS’s notification on increasing exposure to smallcaps 41:38 - PPFAS’s risk management strategy 44:06 - The battle of Capex heavy v/s Platform businesses 46:40 - How does Raunak learn from literature and movies? 51:11 - How to journal your thoughts optimally? 52:46 - Reading books effectively and quickly 55:10 - An investing stereotype Raunak wants you to break 57:31 - Who does Raunak look up to? 59:45 - Raunak’s advice to his 20yr old self References Thinking fast & slow On Life & work of Daniel Kahneman & Amos Tversky - Undoing Project Gerd Gigerenzer's books Gut Feeling Risk Savvy Good video presentation on key concepts of Gerd's work - CFA Institute Video Film about honing our heuristic ability - Sully Deep Work by Cal Newport Calling Bullshit - the book Calling Bullshit - the course (also available on Youtube) Investment Checklist by Michael Shern - The Book Mathew Walker - Why we sleep - The Book…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Nimesh Shah, MD and CEO of ICICI Prudential AMC 57:24

4 years ago57:24

57:24

My guest for today in Nimesh Shah , MD and CEO of ICICI Prudential AMC . Nimesh joined ICICI Prudential AMC (IPAMC) in July 2007 as the MD & CEO. Under his leadership the AMC has emerged as one of the largest, most respected, and trusted Investment Managers in India; having contributed significantly to the growth of the Indian Mutual Fund Industry. Over the past 14 years, under Nimesh’s leadership, IPAMC has transformed into India's premier investment manager aligned to investor interest and leveraged digital innovations to improve its customer’s investment experience. Under his leadership, the AMC has won several prestigious and globally recognized awards from time to time.. The most recent awards include the globally recognized Morningstar Awards 2021- Best Fund House: Debt, The Economic Times Best Brands 2020, India Today most preferred Brands. Nimesh has been honored with the prestigious Global Banking & Finance Award for Best Asset Management CEO India in 2017 and the CEO of the Year 2014 by Asia Asset Management. In 2018 he was the Elected Chairperson of the Association of Mutual Funds in India (AMFI). He is currently a Director with AMFI and also serves as a Governing Council Member with ICICI Foundation. Nimesh has nearly three decades of experience in the banking and financial services industry and most of which has been with ICICI Group. He holds degrees in Chartered Accountancy and Cost Accountancy. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 0:00 - Intro 2:34 - Journey with ICICI 6:06 - Navigating an AMC through 2008 11:25 - Views on Indian markets and an RBI induced rally 16:40 - Understanding the Indian investor 18:45 - Designing products for the Indian investors’s psychology 19:40 - Responsibility of an AMC as part of the larger group 21:50 - Being a supermarket of Mutual Funds 24:10 - Outlook for passive funds in India 26:37 - Creating an AMC for the “retired school teacher of Guwahati” 28:00 - How to choose funds & trusting “big brands” 34:03 - ICICI Prudential’s leadership structure to manage diversity in investing strategies 39:20 - Opportunity presented by digital penetration to the MF industry in India 41:50 - Understanding the behaviour of the millennial investor 44:35 - Advice to a young investor on asset allocation 47:14 - Views on investing in global equities 52:10 - Nimesh’s routine after the day in the office ends 52:55 - Who does Nimesh look up to? 55:00 - Advice to 20yr old self 56:25 - Closing…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Saurabh Mukherjea - Founder and CIO of Marcellus Investment Managers 1:08:08

4 years ago1:08:08

1:08:08

My guest for today is one of India’s most celebrated public market investors and educators, given his penchant to share his learnings frequently. Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers . Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). In London, Saurabh was the co-founder of Clear Capital and in 2007 he was rated by the Extel Survey as one of the top small cap analysts in the UK. In India, Saurabh was rated as the leading equity strategist in 2015, 2016 and 2017 by the Asiamoney polls. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital. Saurabh is a CFA charter holder and a SEBI registered investment advisor. In 2017, upon SEBI’s invitation, he joined SEBI’s Mutual Fund Advisory Committee. In 2019, Saurabh was part of the Expert Committee constituted by SEBI to update and upgrade the PMS regulations. Saurabh has written four bestselling books – Gurus of Chaos (2014) , The Unusual Billionaires (2016) , “ Coffee Can Investing : (2018) and ‘ The Victory Project: Six Steps to Peak Potential’ . This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 0:42 - Introduction about Saurabh 2:18 - Saurabh’s “Coffee can” approach; highlights on Asian Paints, Nestle, Bajaj Finance, Divis 6:39 - Tracks less than 30 stocks that meet his criteria. 10:20 - Views on the state of income in India and a parallel with America 12:37 - How to identify a company with a monopoly Deep dive into understanding barriers 18:34 - Discussion on various PMS schemes at Marcellus and selection process 27:38 - Discussion on Rupee vs Dollar and Investing mindsets in India 30:01 - Saurabh’s view on Indian Real Estate as an Investment 35:20 - Saurabh’s thoughts on valuations 3 metrics Saurabh considers before selling a stock 44:00 - Perspective on ITC and why they exited it 46:55 - How can a retail investor conduct basic forensic checks 48:35 - A good business vs a good investment 54:07 - Investing in Nifty index versus Investing in stocks 56:51 - Behavioural aspects of investing 58:33 - Saurabh’s take on “Breaking Investment Stereotypes” 1:00:38 - Saurabh’s advice on writing and journaling along with some book recommendations 1:06:10 - Advice to 20 year old self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Lakshmi Iyer, President and CIO (Debt) & Head Products - Kotak Mahindra Asset Management 54:08

4 years ago54:08

54:08

My guest for today is Lakshmi Iyer . Lakshmi is currently President and Chief Investment Officer (Debt) & Head Products for Kotak Mahindra Asset Management Company (KMAMC) . She has been with the organisation since the last 20 years. Joining KMAMC in 1999 as a fund manager, Lakshmi was responsible for credit research, deal execution, managing fund performance across all debt funds and assisting sales in client interaction. In addition to that, she has been a portfolio specialist, and managed product related initiatives such as product pricing and coordination with the funds management and sales team in that role. Prior to joining Kotak, Lakshmi worked with Credence Analytics Pvt Ltd, as a research analyst where she was tracking corporate bond markets in India and generating research reports. She was also instrumental in conceiving various financial software tools in collaboration with software and technical teams. Lakshmi holds an MBA degree in finance from Narsee Monjee Institute of Management Studies. She loves exploring new places for travelling, is a big food lover, and is an ardent movie buff. She has a popular twitter handle @lakshmi1876 Show notes: 0:50 – Introduction about Lakshmi 1:53 – Many firsts and unique aspects about this podcast 2:52 – Lakshmi’s personal and professional journey 5:05 – State of Fixed Income securities in India 7:46 – Comparison of Indian versus US Fixed Income market 8:41 – How to look at Debt Mutual Funds from portfolio asset allocation perspective 11:30 – Financial advisor zaroori hota hai 13:49 – Lakshmi’s views on current global factors - inflation, rates and RBI actions 19:32 – How to position portfolio given global cues 21:05 – Types of risks in Bond markets and how to think about Duration and Credit 24:30 – How Kotak AMC navigated the Franklin Templeton situation 28:12 – Lakshmi’s thoughts on “risk hai to ishq hai” 31:07 – Thoughts on Credit Risk Funds in India 33:22 – Investing in Global debt funds 36:48 – Active versus Passive managed funds 39:44 – How Lakshmi manages her personal finances 42:39 – How Lakshmi chooses her ‘Pic(k) of the day’ on Twitter (Twitter: @Lakshmi1876) 44:10 – Lakshmi’s reading habits and recommendations 47:07 – Raj and Lakshmi’s Bollywood aspirations :D 50:09 – Lakshmi’s life and investing idols 52:00 – Advice to 20 year old self Book Recommendations 1. Life over Two Beers and other stories by Sanjeev Sanyal 2. Where the Crawdads Sing by Delia Owens…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Alok Jain, Founder of weekendinvesting.com and SEBI registered Investment adviser 55:21

4 years ago55:21

55:21

My guest for today is Alok Jain . Alok Jain is a New Delhi based SEBI registered Investment Advisor and founder of a momentum investing service weekendinvesting.com Alok is an Engineer from the Indian Institute of Technology Delhi and a MBA finance from the University of Maryland. He returned to India to start his journey in the markets by setting up one of the first National Stock Exchange memberships in New Delhi in 1996. In the next two decades, Alok developed a keen sense for systematic rule based investing systems and technical trading. He is a keen observer of the psychology and behavioral aspects of the market and wanted to quantify and incorporate them in his investing. Alok had been running several of his products on his own funds since many years and over time he was convinced that others could make use of the same products as well and thus launched his advisory weekendinvesting.com. Weekendinvesting.com is a Do-it-Yourself (DIY) advisory where Alok provides simple momentum based investing models. The unique part about his strategies is the low time-spent: returns ratio where the user spends up to 15 minutes a week to attend to their portfolios and the returns have so far have been beating the benchmarks by a wide margin. Alok was recently featured in the news media for his advisory. https://tinyurl.com/ycy9vph8 . He also runs a hyperactive twitter feed at @Weekendinvestng to share his trading thoughts with a large twitter group. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes 2:30 Alok’s personal and professional journey 8:02: Story behind weekend investing 9:43: Alok Jain’s investing strategy and his story with smallcase 18:24: Drawdowns and trading strategy during covid-19 23:47: How to identify which style of trading to practice 27:27: Exit principle to follow for stocks 32:51: Human psychology during investing 37:10: An investing stereotype Alok broke 42:02: Alok’s investing idols 44:10: Alok's life apart from trading 48:16: Alok’s views on journaling thoughts 53:53 Advice to 20 year old self…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Gautam Baid, Portfolio Manager & Author – The Joys of Compounding 52:12

4 years ago52:12

52:12

My guest for today is Gautam Baid , author of the international best-seller " The Joys of Compounding " and portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking teams. Baid is a CFA charter holder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar's Learn From The Masters series . This episode is brought to you by multipie.co where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes 1:55: Gautam's professional and investment journey 10:19: How Gautam dealed with being rejected from 1300 jobs 13:12: How compounding works in areas apart from investing. 16:42: Human psychology which is overrated and underrated in investing 19:46: Psychological biases while managing money 23:16: Reasons why you should sell a stock 28:43: Investing mistakes Gautam has made 31:20: How Gautam journals his thoughts 35:56: Gautam's favorite books 38:40: Gautam's life and investing idol 43:50: Recommended Social media channels 46:54: Any advice to a 20 year old. 50:03: Gautam after 20 years Book recommendations: How to decide by Annie Duke Getting there by Gilian Zoe Seagill Seeking Wisdom by Peter Bevelin All I want to know is where I want to die by Peter Bevelin Poor Charlies Almanac by Charlie Munger Twitter accounts to follow @safalniveshak @sanjay_Bakshi @morganhousel @iancassel…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Abhay Pandey, Founding Partner - A91 Partners 45:25

4 years ago45:25

45:25

My guest for today is Abhay Pandey . Abhay is a Founding Partner at A91 , a venture fund launched in 2018. A91 has invested in companies like Sugar Cosmetics, GoDigit Insurance and Hector Beverages. Prior to founding A91 Partners, Mr. Abhay Pandey was a Managing Director at Sequoia Capital India Advisors Private Limited from 2008-2018. Prior to Sequoia Capital, Abhay worked as an investment banker with DSP Merrill Lynch and as a management consultant at McKinsey & Co. Abhay received his PGDM (MBA) from Indian Institute of Management Kolkata (1996) and a B. Tech in Computer Science and Engineering from IIT Bombay (1993). Abhay is passionate about supporting philanthropy and giving back to society in education. He is a Trustee at Ashoka University , and a Trustee of BECT , a charitable trust for primary and secondary education. We spoke about Abhay’s journey from small town to world of investing How magic happens when a good founder meets a good market Deconstructing an investors journey What do we look for in founder Stereotypes in private investing Booming industries in the next 10 years His advice to entrepreneurs and investors I really enjoyed it!! This episode is brought to you by multipie.co where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show Notes 2:28 Abhay’s journey from small town to world of investing 8:47 How magic happens when a good founder meets a good market 10:05 deconstructing an investors journey 17:07 What do we look for in founder 20:28 Stereotypes in private investing 29:18 Booming industries in the next 10 years 34:00 How many 50 billion dollar companies can we expect in 2030 36:07 Abhay’s philanthropic journey Why this ranks so high when look at your achievement 39:02 His s advice to entrepreneurs and investors 42:34 Some Rapid fires 44:30 Abhay Pandey in the next 10 years…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Abhishek Goyal, Co Founder- Tracxn 42:02

4 years ago42:02

42:02

My guest for today is Abhishek Goyal , Co Founder of Tracxn . Abhishek is graduate from IIT Kanpur, worked with Yahoo and Amazon before joining Accel and then starting Tracxn. In various avatars (Accel, Tracxn Labs & personally), he has invested in 100+ startups over last 13 years which included names like Flipkart, Delhivery, Rupeek, Gameskraft, Airmeet, and Lafz. We spoke about -Indian Startup ecosystem -Thought process before early investment in Flipkart -Being in Fortune 40 under 40 -How it feels like running company with own life partner I really enjoyed it!! This episode is brought to you by multipie.co where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form community and learn, share , collaborate on growing their wealth using right tools. We want your hard earned money to work for you Show Notes 1:30: Indian startup ecosystem 5:00: Sectors in startups to outperform 8:45: Will startups be able to monetize 10:30: Abhishek's professional Journey 15:40: Getting funded by Ratan Tata 17:00: Thought process before being an early investor in Flipkart 21:00: Qualities you see in founders prior to investing 23:20: Advice for investing in private equity 26:00: Stereotypes while investing in private markets 28:00:Startups listing in private markets 29:20: How it feels like being fortune 40 under 40 30:15: How it feels like to run a company with your life partner 32:30: Any one investment which has excited you 35:05: Learnings from companies which have failed 36:35: Life idol 39:12: Favorite Books 40:00: Closing remarks…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Vaibhav Sanghavi-Managing largest Hedge fund in India 37:49

4 years ago37:49

37:49

My guest for today is Vaibhav Sanghavi , Co-CEO, Avendus Capital Public Markets Alternate Strategies LLP. Vaibhav Sanghavi has an overall work experience of 18 years with deep domain expertise in hedge funds. As part of his role, he is the lead portfolio manager for all its funds and holds a track record of outperforming markets across cycles. His expertise in generating risk-adjusted returns in equities across strategies has played a key role in Avendus being able to secure its position as the largest onshore hedge fund in India. Vaibhav has made a significant contribution to the development of AIFs (Alternative Investment Funds) in India, being an advisor to and member of various industry bodies. Prior to joining Avendus, Vaibhav worked with Ambit Investment Advisors as a Managing Director where he was responsible for driving their hedge fund business. Before Ambit, he worked for 3 years with DSP Merrill Lynch’s strategic risk group and was responsible for managing their proprietary investments in equities amounting to USD 1 billion. Vaibhav is a Chartered Accountant and has graduated from Narsee Monjee College of Commerce and Economics, Mumbai. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form community and learn, share , collaborate on growing their wealth using right tools. We want your hard earned money to work for you Show Notes: 1:20 Introduction to Vaibhav Sanghvi 2:55 What is a hedge fund 8:58 Hedge fund behaviour during times of volatility 11:20 Investing experience broken down 14:36 Value and growth investing 17:10 Investment stereotypes people need to break 22:23 Mental model/framework used while tracking funds 23:57 Love for chess 27:00 First stock vaibhav bought 28:23 Last bool vaibhav read 29:28 Investment idol 30:08 Life idol 30:56 Vaibhav Sanghvi in 5 years 31:50 ESG investing 34:25 On rise of retail investing 35:50 Mentorship advice…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Kalpen Parekh - Deep thinking and Investment philosophy 53:08

5 years ago53:08

53:08

My guest today is Kalpen Parekh ( https://twitter.com/KalpenParekh ) , President of DSP Investment Managers Pvt. Ltd ( https://invest.dspim.com/ ) DSPIM is one of the leading Mutual Fund house in India. Kalpen has over two decades of experience in finance and asset management. He is a deep thinker and passionate about behavioural finance and believes that investor behaviour is one of the most crucial aspects to a good investment experience. Mr. Parekh has undertaken various initiatives in the organisations that he has worked with to highlight the importance and learnings of behavioural finance across the value chain. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form community and learn, share , collaborate on growing their wealth using right tools. We want your hard earned money to work for you Show Notes 1:23- Introducing kalpen parekh. 3:25- Favorite book- Psychology of Money 7:23- Kalpen's investing journey and guidance for people starting out 15:00- Risk Management and elimination with Kalpen 18:30: Kalpen's view on investing in Gold. 23:10: Kalpen's view on spurious correlations 28:50- Kalpen's view on timing the market and time in the market 34:13- Kalpen's opinion on career 37:38- World becoming an open university 38:39- Ethics at DSP 40:43: Kalpen's view on different styles of money managers 48:00- Rapid fire with Kalpen…

Breaking Investment Stereotypes with Rajkumar Singhal

1
Breaking Investment Stereotypes by Rajkumar Singhal. Episode 1 30:41

5 years ago30:41