AUM Finance Podcast

Curious about investing in Gold & Silver ETFs and Mutual Funds but don't know where to start? In this insightful episode, we sit down with Siddharth Srivastava, Head – ETF Product & Fund Manager, Mirae Asset Investment Managers (India), a seasoned expert in the world of ETFs & MFs, to break down everything you need to know about these precious metal investment avenues.

Welcome to our Podcast which is all about Investing Wisdom! In this 11th Episode of Season 2, we dive into an engaging discussion with Mr. Jimeet Modi, CEO -  @SamcoMutualFund  , A pioneering financial company dedicated to delivering smart, research-focused mutual fund solutions. With deep expertise in finance and investment, Jimeet has been instrumental in shaping SAMCO's innovative approach to fund management, which prioritizes capital efficiency and long-term performance. As a Chartered Accountant with a strong background in stock markets and financial technology, Jimeet leads SAMCO MF with a commitment to creating transparent, investor-centric products. Episode Highlights: 1. About SAMCO Group : Its Journey, Learnings, Aspirations & What makes it Unique. 2. Why do investors make money in the long run? 3. Warren Buffett's : 3 ways to go Broke… 4. Why should Gen Z steer away from Turnaround Stories & Multi-Baggers? 5. SAMCO philosophy of stock picking? 6. The importance of creating a FRAMEWORK and a WELL DEFINED System to Buy & Sell Stocks… 7.The 4 Fundamental Questions of Stock Picking… 8.The Role of Technology in the Evolution of SAMCO Group… 9.Understanding Algo Trading 10.Absolute Momentum V/s. Regular Momentum 11.What are Overnight Funds? 12.The most common mistake made by the majority of High Net Worth Individuals (HNIs)... 13.Why is it essential to keep investing, even when your business is thriving? 14.Defining The Elitist Mindset.. 15.How does a MF Distributor help an investor stay on its course and justify value? Tune in to gain insights from a true equity veteran!

Welcome to our podcast, dedicated to sharing Investing Wisdom! In this 10th episode of Season 2, we delve into a captivating discussion with Mr. Dinshaw Irani, CEO of Helios Capital Asset Management (India) Pvt. Ltd. With nearly 30 years of experience in the financial industry, Mr. Irani has held key roles in investment management, portfolio management, and research. Mr. Irani was the Principal Portfolio Manager at ShareKhan, where he pioneered their portfolio management services, and he also served as Vice President at Alliance Capital, covering the Asian Emerging Markets. Episode Highlights: - Mr. Dinshaw Irani's illustrious 30-year career - The evolution of Indian Stock Markets - Performance of the NSE 500 over the past 25 years compared to other Emerging Asian Markets - Understanding QE (Quantitative Easing) and its impact on global stock markets - Why equity is globally seen as the best option for beating inflation - Key differences among US, India, and Japan markets - The significance of 1991 reforms in transforming the Indian economy and equity markets - What makes India unique as one of the best stock markets globally - The impact of demonetization on Pakistan's economy - Indian stock market performance across different political regimes - The success of paint and pipe companies in India - India's equity risk premium advantage as a developing economy - FIIs' perspective on the Indian equity market - Companies that have compounded wealth consistently over decades - The three types of companies according to Warren Buffett - The journey and investment philosophy of Helios Capital - The "Law of Elimination" practiced by Helios Group - Understanding off-shore funds - The potential for Indian equity to rank among the top 5 asset classes globally over the next decade - 8 key factors to consider when picking a stock—The Helios Way Tune in to gain insights from a true equity veteran!

Welcome to Episode 9 of Season 2 of our Podcast series which is all about Investment Wisdom!

Welcome to our Podcast, which is all about Investment Wisdom! In this 8th Episode of Season 2, we kick off with an insightful discussion with Mr. Samir Arora, Founder & Fund Manager at Helios Capital Management Pte Ltd, Singapore. Samir Arora has a remarkable track record of being the longest-serving Fund Manager in the country. Helios Capital currently manages an AUM of approx. USD 800 Million. EPISODE HIGHLIGHTS: - The Key Learnings from the Indian Market in the last 3 decades - The Law of Elimination followed by the Helios Group - The Parameters of Stock Picking - The 2 Types of Stocks in a Portfolio: The Good Companies & The Emerging Good TOPICS COVERED IN THE EPISODE: - The right approach/philosophy for investing in equities - The role of psychology & government reforms in deciding the valuation of a company - Factors to consider when choosing a company or sector - The characteristics of stocks with respect to confidence vis-à-vis returns - The best philosophy for stock picking: Avoid the bad & reduce blunders - How time plays a decisive role in stock selection - What is "Potential for Disruption"? - The difference between not knowing everything vs. not knowing anything - The top 2 or 3 equity markets in the world worth betting on - Why China's stock market returns didn't mirror its economic growth and how India differs - The Chinese government's philosophy of "Shared Prosperity" - How algo trading has affected market dynamics - The phenomenon of the "Magnificent 7" stocks in the US

Welcome to our Podcast which is all about Investing Wisdom!

Mr. Raamdeo Agrawal is one personality who needs no introduction; a Stock Market veteran who has co-founded the Motilal Oswal group & author of the now very famous Wealth Creation Studies (27 of which are already published). A man whose qualified for a rags to riches story that needs to be told & re-told …

Welcome to our Investing Wisdom Podcast! In the 5th episode of Season 2, we continue our insightful discussion with Mr. Bharat Shah, Executive Director of The ASK Group, India's largest and longest-running PMS player.

Welcome to our Podcast which is all about Investing Wisdom! In this advanced-level fourth episode of Season 2, we have an enlightening discussion with Mr. Bharat Shah, Executive Director of The ASK Group, India's largest and longest-running PMS player.

Welcome to our Podcast, Investing Wisdom! In this 3rd episode of Season 2, we have an insightful discussion with Mr. R. Janakiraman, Vice President & CIO - Equity at Franklin Templeton Mutual Fund. In this episode, learn the world-famous Templeton Way of Investing as we dive deep into the do's and don'ts of stock picking, the paradigm shift from necessities to premiumization, and why Indian equities look most attractive for the next decade or two. This is an advanced-level podcast meant for seasoned investors. Here's a snapshot of the topics covered: - Why invest in equity and specifically Indian equity? - Understanding the J curve. - Predictions on when India will reach a per capita GDP level of $7k USD and its implications. - The concept of reversion to the mean and its effect on investment returns. - Factors contributing to the sustainable growth of the Indian economy. - The financialization of savings. - The institutional imperative and its impact on fund managers. - Changes in investor behaviour and expectations over the past 20 years. - Nirav Panchmatia's metric for the ideal size of your investment portfolio. Tune in to gain valuable insights and enhance your investing knowledge! Don't forget to like, share, and subscribe for more episodes!

Welcome to our Podcast which is all about Investing Wisdom! In this Second Episode of Season 2, we kick off with an insightful discussion with the MD of Kotak Mahindra AMC. Mr. Nilesh Shah. We dive deep into understanding the nuances of Indian Economy V/s. The World Economy and what would lead India to become the VISHWA GURU by 2047 Topics covered in this episode: - The World Economy today vis-a-vis the Indian Economy - India's position in the World Economy today - Reasons for the slow growth of India compared to other developed nations - How the combination of talent, capital, and infrastructure is creating the growth story for India - The growth trajectory of India in the next 5 years - Understanding VIKSIT BHARAT - 2047 - The story of Lord Mahavir & Chandkaushik and its lessons - The importance of growth, governance, and green initiatives - The definition of good business - Explaining the "dirty float" - Mutual funds as a capable and transparent tool for achieving long-term goals - Indian equities vs. Chinese equities - Mutual funds vs. other asset classes - Concentrated vs. diversified portfolios - Managing the psychology of investors - Maturity of investors in India - Willingness of people in India to give back to society Tune in for an episode filled with valuable insights and strategies to navigate the evolving economic landscape. Don't forget to like, share, and subscribe for more episodes!

Welcome to the Brand New Season (2) of Podcast which is all about Investing Wisdom! In this First Episode of Season 2, we kick off with an insightful discussion with the CEO of PGIM India Asset Management Pvt Ltd. (PGIM MF), Mr. Ajit Menon. We dive deep into understanding the sequence of investing & the concept of SMART goals. Topics covered in this episode: - The 7 different Asset Classes where one can invest - How serious wealth in the world is made with concentration - The difference between skill and luck: Which is replicable? - The importance of a financial advisor for portfolio diversification - Beware of recency bias - Understanding the 100-minus-age thumb rule - Why equity is best used for long-term goals - The role of an advisor: Your accelerator and brake for all money matters - The right sequence of investing - The concept of SMART Goals: Specific, Measurable, Achievable, Realistic, and Time-Bound - Nirav's key pillars of risk management process - Revisiting and implementing Warren Buffett's golden rules of investing Tune in to gain valuable insights and wisdom from industry experts. Don't forget to like, share, and subscribe for more episodes on investment and financial planning!

In this 25th Episode of the AUM Finance Podcast, I get to Interview the CEO of PGIM India Asset Management Pvt Ltd. Mr. Ajit Menon.        We take a close look at the PGIM's purpose statement & discuss in depth the     subject of Retirement Planning…  ● Why do people shy away from discussing the word “Retirement”? What are the taboos associated with this word…  ● Retirement is the only financial goal for which one cannot take a loan ● Retirement Planning & Financial Freedom go hand in hand.  ● Approaching retirement from a fresh perspective as freedom from the primary profession & not from work per se…  ● What is the risk of knowing one skill in your life?  ● People tend to de-prioritize retirement planning because the word “Retirement” has a negative connotation attached to it.  ● 99% of Indians earn

In this 24th Episode of the AUM Finance Podcast, I continue the insightful discussion with Vice Chairman & CEO Of Mirae Asset Investment Managers (India) Pvt. Ltd. Mr. Swarup Mohanty. We dig deep into the Structural Growth of Indian Stock Markets over decades and understand the advantages of Mutual Fund as an asset class over physical assets. ● What are solution oriented Mutual Funds? ● What is Risk Profile? ● How to strike the right balance between Financial Goals & Asset Allocation ● Risk is not a function of age. ● The importance of Risk Adjusted Returns (RAD) over Returns ● Understand Margin of Safety, one of the most important concepts in Finance ● Every risk comes with an upside and a downside ● Always "Start with Why" ● India: A Structural Growth Story.. ● When would Indian Equity emerge as an individual asset class? ● "All Time High" - The biggest Mis-conception ● The Transition of Indian Economy over the years ● Geo Political risk & its impact on Stock Market and Real Estate ● The biggest problem of the Mutual Fund industry is that NAV is calculated daily. ● Set a right horizon for your Mutual Fund Portfolio and see the magic. ● The rental return in real estate is hardly 3% - 5% p.a, lower than the interest from a Saving bank    account. ● There are 2 types of assets:     Physical Assets : Land, gold etc     Financial Assets : Equity stocks, PPF, Mutual Funds etc. ● The Gold we keep in our lockers does not enjoy a money multiplier effect. ● The biggest risk in investing is not to take a risk, In India, the biggest risk is, to not invest in Equity  

In this 23rd  Episode of the AUM Finance Podcast I get to Interview the Vice Chairman & CEO Of Mirae Asset Investment Managers (India) Pvt. Ltd. Mr. Swarup Mohanty, We dig deep into the Investment philosophy of MIRAE Mutual Fund in South Korea And predominantly how it operates its India Operations… How Big is Mirae as a Fund House, locally and Internationally? Mirae in Korean means "The Future". They are the first AMC in South Korea The market is always smarter than you.because it is the wisdom of the crowds. Fund managers sits on a fiduciary chair. Fiduciary means safeguarding somebody else's money. Aanvikshiki - Means the Art of thinking. "I can lose my job on non performance but never on non compliance" - Swarup Mohanty "Respecting the young" - Each generation thinks differently about money  Investing is a business of Risk  Management GOAL PLANNING - All investments should have a goal attached to it.  You should know, why you are investing. "START WITH WHY" - If you know why you want to invest, then where to invest becomes easy. Even the most affluent people have financial goals. Even charitable initiatives needs to be profitable to sustain in the long run. Ashta-Lakshmi (The 8 kinds of Wealth) "RETIREMENT PLANNING" - The most ignored Financial goal in India- Is the only goal  for which you cannot take a loan. The only thing you'll need in the old age is money. Its the only thing that will stand by you in the old age We should not be dependent upon our children for monetary needs Indians are cluless about their retirement. Every human being should have a source of Passive Income We have the best regulator in the World - SEBI under Ms. Madhabi Puri Buch 25 years CAGR points out that Indian Stock Market is the best in the World... The person who takes investor to the goal is a Rockstar… Join us as we unravel the intricacies of investment strategies and philosophies with Mr. Swarup Mohanty, offering invaluable insights for both seasoned investors and newcomers alike. Don't miss out on this enriching conversation!

In this interview with Mr. Nimesh Shah, the MD & CEO of ICICI Prudential Asset Management Company, where we delve into the world of investments, philosophies, and strategies.

The Interview NIMESH SHAH MD & CEO ICICI Prudential AMC | AUM Finance Podcast In this episode, I'm interviewing Mr. NIMESH SHAH MD & CEO ICICI Prudential AMC. Uncover intricate details about Mutual fund strategies, mutual fund investment, mutual fund types & categories, asset allocation, multi asset fund and equity - debt and gold.

In this follow on episode we discuss Debt & AIFs (Alternate investments) with the Diva of AIFs Lakshmi Iyer CEO Kotak Alternate Investment Managers Ltd ; we also delve deeper into the Power Of Compounding and its magic.

In this episode we take a detour from talking only about equities to discussing the world of DEBT Investments & Alternates/AIFs with the diva of Debt & AIFs Lakshmi Iyer CEO Investment & strategy Kotak Alternate Asset Managers Ltd. 

In this follow on episode we dig deeper into the nuances of investing in India with Mr. Saurabh Nanavati CEO Invesco Mutual Fund India.

In this episode I get to have a dialogue with Mr. Saurabh Nanavati CEO Invesco Mutual Fund India; Invesco is the 13th biggest investment company in the world. This episode will throws light on the finer nuances of investing from a veteran in the world of investing …

In this follow on episode with Kalpen Parekh MD & CEO of DSP Mutual Fund & we dig deep into how HNIs & UHNIs should plan & strategise their Investments.

In this episode I get to interview & learn from Kalpen Parekh the MD & CEO of DSP Mutual Fund & get to learn a lot about how to think about investing.

In this follow on episode with Chanakya (Dr. Radhakrishnan Pillai) he reveals his secret why he dedicated his life to spreading knowledge about Chanakya & what motivated him to become India's no. 1 best selling author

In this episode I get to interview the man known as Chanakya of India Dr. Radhakrishnan Pillai Sir who has written 22 books on Chanakya.

In this follow- on podcast with Whiteoak MF MD & CEO Aashish Somaiyaa we discuss how a Mutual Fund Co is structured & which is the best economy to bet your wealth on etc.

In this episode I get the opportunity to Interview Aashish Somaiyaa MD & CEO Whiteoak Mutual Fund that manages more than 7 bn USD in FII money.

This is part 2 of The Interview with Radhika Gupta MD & CEO of Edelweiss MF & with Sahil Shah Fund Manager of Edelweiss Smallcap Fund wherein we probe deeper than into how a Mutual Fund typically functions.

In this episode I dig deep into the mind of 3 teens & try to figure out how they view the world ,academics & money ; a must see for all teenagers.

Her video titled “The Girl with a broken neck” went viral on YouTube & her book “Limitless” is a best seller & she manages 1.10 lac crore at Edelweiss MF; in this episode I Interview Radhika Gupta MD & CEO Edelweiss MF

Find out why American & European housewives hate GOLD of while Indian housewives love it ; why 14 or 15 years is the age we start teaching children to be financially literate

In this episode 3 successful working women professionals question me on how to become financially literate & hence financially independent ; Learn how Gargi (from Ramayana) & Draupadi (from Mahabharata) were financially independent

In this podcast on Compound Interest NIRAV portrays a very creative picture of Compound interest such that you will fall in love ; learn how Australian Rabbits became a menace & what happened to the Japanese bamboo in 5th year.

In this podcast on Compound Interest NIRAV portrays a very creative picture of Compound interest such that you will fall in love ; learn how Australian Rabits became a menace & what happened to the Japanese bamboo in 5th year.

This is the first episode in the AUM Finance Podcast & it defines Investing & teaches how to differentiate it from Speculation

On Warrens 93rd bday NIRAV introduces him to the world talking about his childhood & 1st romantic affair with Susie & his basic principles that made him amongst the richest man in the world

This is the first episode in the AUM Finance Podcast & it defines Investing & teaches how to differentiate it from Speculation