Episodes
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...
Published 07/16/22
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...
Published 06/19/22
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...
Published 06/08/22
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...
Published 04/26/22
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...
Published 03/09/22
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...
Published 02/20/22
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...
Published 02/05/22
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...
Published 01/30/22
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...
Published 01/20/22
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...
Published 12/22/21
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...
Published 10/28/21
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...
Published 10/01/21
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...
Published 10/01/21
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...
Published 09/24/21
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...
Published 09/16/21
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...
Published 07/29/21
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...
Published 07/17/21
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...
Published 07/09/21
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...
Published 06/18/21
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...
Published 05/27/21
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...
Published 05/19/21
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...
Published 05/06/21
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...
Published 04/29/21
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...
Published 03/24/21