Podcasts about hnis

Malta’s golden passport scheme once ranked #1 globally for citizenship-by-investment has been declared a violation of EU law by the European Court of Justice, signaling a major turning point in global wealth migration. As the EU cracks down on fast-track citizenship programs, high-net-worth individuals (HNWIs), including thousands of wealthy Indians, are reassessing their options for second citizenship and global mobility. Host Neil Ghai talks to Rajneesh Pathak, founder of GlobalNorth Residency and Citizenship and Andri Boiko, Founder & Global CEO , Garant In, as they discover how this landmark ruling could reshape investment migration trends, impact the future of golden visas, and shift demand toward more affordable residency and passport programs in the Caribbean and beyond.Check out other interesting episodes from the host like: Tariffs trump trade, The Curious Case of IndusInd Bank, The Influencer Economy’s Quiet Reset, India’s Biggest Hospital has a Chronic Illness and much more. Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube. You can follow Neil Ghai on his social media: Twitter and Linkedin See omnystudio.com/listener for privacy information.

To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms.⁠https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc⁠ 1.⁠ ⁠YouTube Doubles Down on India's Creator Economy YouTube CEO Neal Mohan, at the WAVES 2025 summit, pledged an additional ₹8.5 billion to India's creator ecosystem, on top of ₹210 billion already invested over the past three years. With over 100 million Indian channels uploading in 2024 and more than 15,000 surpassing 1 million subscribers, Mohan called India a rising “Creator Nation.” The platform clocked 45 billion watch hours from Indian content last year alone. Backing this digital momentum, the Indian government announced a $1 billion creator economy fund and the launch of the Indian Institute of Creative Technology (IICT) in Mumbai, supported by global tech giants like Nvidia, Google, Apple, and Meta. 2.⁠ ⁠India-Pakistan Border Tensions Escalate Post Pahalgam Attack Following the April 22 terror attack in Pahalgam that killed 26 civilians, Pakistan has intensified military deployments across the India border. Radar systems and Chinese SH-15 howitzers were positioned in Rajasthan's Longewala sector. The Pakistan Air Force launched large-scale exercises involving F-16s, J-10s, and JF-17s, signaling heightened readiness. India, in turn, suspended the Indus Waters Treaty, calling out Pakistan's alleged cross-border terror links. The geopolitical mood remains tense, with both countries maintaining high alert levels. 3.⁠ ⁠Pre-IPO Funding Faces Chill as Markets Wobble Volatile public markets have started to dent private funding too—especially pre-IPO deals. Investors, including HNIs and family offices, are pushing for discounted valuations, stricter terms, and longer timelines before committing funds. Big names like Zepto, Groww, and Cred are said to be in talks, but several deals are being renegotiated or delayed. While 2024 saw $355 million raised across 17 pre-IPO deals, caution is now the dominant theme. Weak post-listing performances by firms like Ola Electric and Swiggy, and the broader 7% decline in Nifty since September, have soured sentiment. 4.⁠ ⁠Markets Cautious, But India Still a Bright Spot A Mint survey of 30 investment professionals reveals that while volatility is expected to remain high—thanks to Trump's tariff war and domestic uncertainty—India may still emerge as a relatively stable investment zone. Over 77% of experts expect continued choppiness over the next quarter, though 63% believe large-cap stocks now offer attractive entry points. Mid- and small-cap stocks remain under watch after sharp corrections. Gold, meanwhile, is shining bright—up 31% in 2025 so far—and expected to outperform equities again if global turbulence persists. IPOs have largely dried up, but 53% of analysts see a cautious revival in high-quality names later this year. 5.⁠ ⁠Sebi Clears IndusInd Execs of Insider Trading Sebi has closed its investigation into insider trading allegations against IndusInd Bank's former CEO Sumant Kathpalia and deputy CEO Arun Khurana. It found all ESOP-related trades were disclosed and occurred post-vesting. However, a forensic audit revealed Khurana had knowledge of the incorrect forex derivative accounting that caused a ₹1,960 crore hit. While insider trading wasn't established, governance questions linger. The bank is still grappling with reputational fallout amid ongoing regulatory scrutiny.

In this episode, we sit down with Manoj Adlakha, the founder of RedBeryl Lifestyle Services. Red Beryl is a unique, premier luxury lifestyle management company dedicated to curating exclusive experiences and providing unparalleled service to India's rapidly growing affluent class (HNIs and Ultra HNIs).Join us as Manoj shares his incredible journey:- From Chartered Accountant to a top executive at American Express and Visa.- His first entrepreneurial venture and the lessons learned from failure.- The inspiration behind launching RedBeryl (inspired by the rare RedBeryl gem).- Deep insights into the booming Indian luxury market – exploding HNI/Ultra HNI numbers (projected 1.7M HNIs & 20k Ultra HNIs by 2026), the shift towards experiences, and the rise of Tier 3/4 cities.- The unique challenges and desires of India's affluent population.- How Red Beryl differentiates itself from traditional credit cards and concierge services by offering a comprehensive suite of benefits under one roof – covering travel, dining, exclusive club access (3000+ globally), sporting events, concerts, wellness, bespoke requests (like sourcing vintage cars or arranging unique weddings), and more.- Red Beryl's unique value proposition, membership tiers (Red & Black cards), and high-touch service model with dedicated lifestyle managers.- How they acquired their first customers through an exclusive launch event featuring Grammy winners Stewart Copeland and Ricky Kej.- The power of word-of-mouth marketing in the luxury segment.- Discover how Red Beryl acts as the ultimate "go-to" resource, making moments of truth come true for its discerning members.Timestamps:(00:03) Introduction to Manoj Adlakha & RedBeryl(00:40) Manoj's background: Chartered Accountancy, American Express, Visa(02:15) First stint at entrepreneurship and lessons learned(05:00) Insights into the Indian market & opportunity(05:45) Role as CEO of American Express India(07:44) The decision to pivot and founding RedBeryl(08:30) Understanding the unique Indian affluent class(10:12) Exploding HNI & Ultra HNI numbers in India(14:30) Market dynamics: Private consumption, demographics, Tier 3/4 growth(18:10) What Red Beryl is (and isn't): Beyond concierge/credit cards(19:00) Membership Tiers (Red & Black) and Pricing(20:15) The Value Proposition: Focus on Service & Benefits(21:15) Pillar 1: Hotel Partnerships (e.g., Taj discounts)(23:50) Pillar 2: Dining Benefits (Standalone restaurants, free meals)(24:55) Pillar 3: Bespoke Travel Desk(26:30) Pillar 4: Sporting Events & Concert Access (Authenticity guaranteed)(28:55) Pillar 5: Exclusive Social & Golf Club Access (3000+ globally)(31:45) Pillar 6: Meet & Assist Travel Services(33:35) Concierge as a fulfillment channel & unique requests (Great Wall wedding, Ford Mustang)(37:20) The shift towards experiences over material goods(38:35) Proactive service: The "Dream Weavers" concept(39:20) Marketing Strategy: Zero ad spend, focus on referrals(40:39) Acquiring the first customers: The exclusive launch event(43:45) Building brand awareness organically (Insta, partnerships like Tata CLiQ Luxury, Kirchhofer)(46:10) Pillar 7: Wellness Partnerships(47:16) New Verticals: Wedding Planning ("With Red")(50:20) The meaning behind the name "RedBeryl" (Rarest Gem)(52:55) Flexibility and channel choices for members#ManojAdlakha #RedBeryl #LuxuryLifestyle #India #HNI #UltraHNI #Entrepreneurship #LuxuryMarket #ExclusiveExperiences #AmericanExpress #LifestyleManagement #ELIPodcast

What do the ultra-wealthy know about money that most of us don't? As India witnesses a historic rise in multi-generational wealth, the real secret isn't just better investing—it's a completely different way of thinking.In this episode, we dive into the psychology, systems, and temperament that shape how HNIs preserve and grow wealth across decades. We explore:Why creating wealth is not the same as preserving it?How the ultra-rich plan 30–50 years ahead—often for family members not yet born?The emotional side of money—fear, secrecy, social pressureHow family constitutions keep values and power aligned across generations?Why liquidity, not luxury, is often their biggest strategic edge?Watch full conversation with Munish Randev : https://youtu.be/4a47oKIOoZ4?si=CFhyImuUHIcO6Jts*Disclaimer: Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.Quotes or authorisations in this podcast are provided solely for educational purposes and relate to third-party products.

When the much-awaited Swiggy IPO took place in November last year, many HNIs make put in their money into the company. Some made smaller investments of more than Rs 2 lakh and the others who bought stocks for over Rs 10 lakh. But they weren't buying stocks because they believed in the real value or long-term potential of these shares. They bought them because they assumed someone else will buy them at an even higher price. The Ken reporter Suprita spoke to a VP of a Bengaluru-based unicorn. They told him that they just though they were getting a good deal at a discounted price. They even sold off some of their SIPs and even their Zomato shares. When many HNIs buy unlisted stocks before a company's IPO, they drive up the stock price. But once the pool of these HNI buyers dries up, the bubble bursts.It is the theory of greater fools and it played out during Swiggy's IPO when  brokers pitched Swiggy shares as a piece of India's hottest food-delivery and oldest quick-commerce giant, that too at a discount.But a discount to what?Because Swiggy's market capitalisation is right now stands at under $9 billion as compared to its listing valuation of $13 billion. So what happens to HNIs like the unicorn VP who bought Swiggy shares before its IPO?Tune in.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

I don't even know what I talked about on this episode I blacked out for the entire thing. Subscribe to my Patreon for an extra episode every week at Patreon.com/robguccishowHNIS Vancouver show tickets will be on sale soon!Please consider listening to HNIS at YouTube.com/@hockeynightinscottsdaleSupport the show

Neil Greene is the founder of Jaboy Productions, a bespoke event company with a primary focus on producing conferences and networking events for RIAs, Family Offices, Professional Athletes, and High Net Worth Investors.Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comJaboy Productions website - https://jaboyproductions.com/Neil Greene on LinkedIn - https://www.linkedin.com/in/neil-greene-2003571

What if your money could work like a billionaire’s? In this episode host Anupam Gupta sits down with Manish Sonthalia (CIO, MK Investment Managers) to unravel the world of Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs). They discuss why PMS is a preferred choice for HNIs & UHNIs, how it differs from mutual funds, and why sectors like IT, Pharma, and Banking are the next big investment bets. Manish shares insider insights on how the investment landscape is shifting, the future of PMS, and what investors need to know to make smart financial decisions. If you're looking to understand where the real money is moving, this is a must-watch episode!Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & InstagramSee omnystudio.com/listener for privacy information.

Gaurav, CFA and Co-founder at Zeno Realty, provides insights to investors based on raw data. Deepti Mallik is an Entrepreneur and Real Estate Portfolio Manager. She was featured in SonyLiv's Million Dollar Listing, the first reality show based on the real estate industry. They help HNIs and NRIs make better investment decisions by analyzing these numbers. The Report 2024 of All the High Rises Download Link You can follow the panel: Gaurav: https://x.com/GauravGupta_RE Deepti: https://www.instagram.com/that.realtor.girl/?igsh=bXllMmRjd2J3ZmZk In this episode, Vinamre and the panel talk about: - The rapid growth of Gurugram and the reasons behind it - Investing in real estate: good or bad, Dealing with different types of clients - The reason behind the absurd price rise of Gurgaon real estate - How high AQI affects real estate prices, Views on fractional partnership - The DLF story and how living in The Camellias and other prime apartments can change your lifestyle - The reason behind the fascination with DLF high-rises Watch the episode to dive deeper into Gurugram's real estate growth and lifestyle changes. Timestamps: 0:00 - Trailer1:00 - Their Background4:28 - Realtor vs. Broker vs. Developer vs. Real Estate Investor8:49 - How Gurgaon Rapidly Grew13:12 - Land Buyers vs. Home Buyers18:42 - Why Millennials in Gurgaon End Up Buying Homes There22:35 - Investing in Real Estate30:06 - Dealing with Clients with Different Budgets40:37 - The Absurd Rise in Housing Prices in Gurgaon45:48 - Does Pollution Affect Real Estate Prices?54:01 - Client Profiles and High-Profile Clients1:05:25 - The Worst Part of Their Job1:12:55 - The DLF Story1:20:19 - How Life Changes After Living in DLF1:23:55 - Dream International Real Estate Destinations1:30:15 - Fractional Ownership1:33:15 - Good Financing Options for Buying a Home1:38:25 - Conclusion ==================================================================== This is the official channel for Dostcast, a podcast by Vinamre Kasanaa. Connect with me LinkedIn: https://www.linkedin.com/in/vinamre-kasanaa-b8524496/ Instagram: https://www.instagram.com/vinamrekasanaa/ Twitter: https://twitter.com/VinamreKasanaa Dostcast on Instagram: https://www.instagram.com/dostcast/ Dostcast on Twitter: https://twitter.com/dostcast Dostcast on Facebook: https://www.facebook.com/profile.php?id=61557567524054 ==================================================================== Contact Us For business inquiries: dostcast@egiplay.com

Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Friday, January 31, 2025. This is Nelson John, let's get started. India's affluent are reviving their investment in IPOs, evident from the significant funds they've poured into the market in 2024. High-net-worth individuals (HNIs), with assets over ₹5 crore, have shown a notable increase in IPO subscriptions, reaching a three-year high. The bullish sentiment among these investors is fueled by the substantial listing gains observed post-pandemic, enhancing their risk appetite, Dipti Sharma writes. This trend aligns with a broader surge in equity investments, reflecting heightened investor confidence and a robust appetite for high-risk, high-reward opportunities. The resurgence in IPO investments among India's wealthy is part of a broader narrative of rising affluence and entrepreneurship within the country, contributing to its dynamic economic landscape. DeepSeek, a Chinese AI lab, made headlines by developing its R1 model using less costly hardware and a fraction of the budget traditionally used by heavyweights like OpenAI and Google. This model, built for under $6 million, demonstrates that advanced AI can be achieved without immense financial outlay or extensive infrastructure, challenging the dominance of major tech giants. The controversy surrounding DeepSeek involves allegations from OpenAI, suggesting that DeepSeek might have used data or techniques from OpenAI's models without authorization, potentially breaching intellectual property rights. This issue of data 'distillation'—where a complex model's output is used to train another model—brings up serious ethical and legal implications, especially if done without proper licensing. Leslie D'Monte explains the controversy around DeepSeek and the allegations on it.  India is stepping up its game in the global AI race, aiming to develop its own foundational AI models similar to prominent models like OpenAI's ChatGPT and DeepSeek's R1. The initiative, led by Electronics and Information Technology Minister Ashwini Vaishnaw, focuses on creating AI solutions that reflect India's linguistic and cultural diversity, promising more affordable and quicker development than current global standards. To facilitate this ambitious project, the government plans to launch a common compute facility equipped with 18,693 GPUs supplied by major domestic companies, Gulveen Aulakh reports. This facility will be accessible to startups, researchers, and developers through an online portal, ensuring broad participation and fostering innovation at various levels. This move is strategically positioned not just to foster technological advancement but also to accommodate geopolitical and economic considerations.The Good Glamm Group, previously welcomed into the unicorn club in 2021, is now facing significant financial distress as it prepares for a crucial restructuring. Expected to drastically lower its valuation, this restructuring is similar to Pharmeasy's experience in 2020 and involves raising new capital, likely at terms unfavourable to current shareholders. With existing investors like Prosus and Warburg Pincus unlikely to participate, this move could result in their stakes being wiped out completely from the company's cap table, Ranjani Raghavan writes. Amid this turmoil, three investor directors from prominent venture firms resigned last year, indicating deeper concerns about the firm's direction and the potential impacts on their reputations and other investments.  As Finance Minister Nirmala Sitharaman finalizes her speech for the upcoming budget presentation on February 1, concerns linger over India's economic trajectory despite its status as the world's fastest-growing large economy post-covid. After an impressive average growth of over 8% for three years, India's GDP growth slowed to 5.4% in Q2 of FY 2024-25. This deceleration, according to Sitharaman, is temporary, with expectations of recovery in upcoming quarters, although advance indicators and the RBI's revised forecast suggest a growth of just 6.6% for the year. The Modi government's strategy has focused on public capex to stimulate growth and attract private investment, avoiding direct fiscal stimuli to prevent inflation and fiscal issues experienced post-2008 financial crisis. Yet, private investment remains sluggish, and there's debate over whether India should adjust its economic strategy. The upcoming budget may include a modest stimulus to boost consumer spending while continuing with fiscal consolidation, targeting a fiscal deficit of 4.5% by FY 2025-26. So, will the finance minister deliver a fiscal bazooka on Feb 1? N Madhavan tackles that question in today's Long Story. 

I can't stop recording episodes I'm on fire. Chicago, tickets to see my honky ass at the HNIS are in my instagram bio at robbywgucci. Go get them thangs. I appreciate all the love and support and subscribe to patreon.com/wetjeanspodcast for an extra episode every weekSupport the show

on this episode of the rob gucci / wet jeans show I ramble about my last few days and give you life advice that you seriously can't find anywhere else. Please use code WETJEANS at manscaped.com for 25% off or they are going to cancel my contract. I think this pod will be back on video soon, love y'all CHICAGO!!!!! Tickets are on sale now to HNIS live show: https://www.eventbrite.com/e/hnis-chicago-live-show-tickets-1079925017799?aff=oddtdtcreatoreventsubscribe to YouTube.com/@hockeynightinscottsdale Support the show

Dive into the booming world of wealth management with Ashish Shanker, MD & CEO of Motilal Oswal Wealth. Discover the key drivers fueling this growth, understand how HNIs and UHNIs invest differently from retail investors, and explore the performance of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). Learn about the enduring appeal of traditional assets like real estate and gold, the relevance of asset allocation amidst strong equity markets, and gain insights into specific market sectors. Plus, get exclusive investment strategies and book recommendations to enhance your financial acumen. Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                          And also you can catch up Mahavir on :  Instagram: https://www.instagram.com/beshakorg/ YouTube: https://www.youtube.com/c/Beshak X: https://x.com/BeshakIN LinkedIn: https://www.linkedin.com/company/53178647/admin/feed/posts/ You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & Instagram. See omnystudio.com/listener for privacy information.

Rostlinná říše skýtá velké množství biologicky aktivních látek, které při správném dávkování léčí lidský organismus. Směsí adaptogenů lze například bránit hnisání plic při covidu. „Nemůžu říkat, že to takto pomáhá, protože nemáme lékařské studie. Ale mám zpětné ohlasy od konzumentů, že jim to opravdu pomohlo, třeba i se ztrátou čichu při post-covidových syndromech,“ říká uznávaný botanik Roman Pavela. Jak přichází na účinné kombinace bylin? A jak rostliny uchovávat?Všechny díly podcastu Host Lucie Výborné můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Rostlinná říše skýtá velké množství biologicky aktivních látek, které při správném dávkování léčí lidský organismus. Směsí adaptogenů lze například bránit hnisání plic při covidu. „Nemůžu říkat, že to takto pomáhá, protože nemáme lékařské studie. Ale mám zpětné ohlasy od konzumentů, že jim to opravdu pomohlo, třeba i se ztrátou čichu při post-covidových syndromech,“ říká uznávaný botanik Roman Pavela. Jak přichází na účinné kombinace bylin? A jak rostliny uchovávat?

Zánět je stereotypní odpověď organismu na poškození. Tak zní zjednodušená definice, kterou v pořadu Zdravíčko ocitoval Josef Kult, primář patologického oddělení Nemocnice Tábor. Vzpomněl tak na moudrého profesora, který ho kdysi učil. A se svou osobní moudrostí, nonšalancí a laskavostí vysvětlil, jak zajímavým a významným úkazem zánět v těle je.Všechny díly podcastu Zdravíčko můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

In this podcast Mint' Anil Poste and Rahul Jain who heads Nuvama Wealth discuss some trends and the challenges HNIs face today and the possible solutions. Join this conversation to understand the strategies, challenges, and successes that define their journey towards financial prosperity.

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.

  Our guest today is Mukesh - the Co-Founder and Managing Director of Menterra. Through the Menterra Social Impact Fund, he invests in social enterprises that are harnessing the power of technology to impact India, by improving the quality of farming, healthcare, and education.   Mukesh has 20+ years of experience in start-up investing, impact investing, private equity, investment banking and finance domains. Mukesh is a Chartered Accountant and a CFA Charterholder. He has been a member of the capital sub-committee of the Impact Investors Council, India. He is also a member of the PoleStar Award Jury which is focused on celebrating excellence in journalism and social impact.   Earlier, he was the Chief Investment Officer at Villgro, India's oldest and foremost social enterprise incubator. He has advised the board and management of several companies. He has served as the non-executive director on the board of Biosense Technologies, Omix Labs, Adiuvo Diagnostics and Concept Learning. In his very first fund, Mukesh raised investments from a diverse set of marquee investors such as the Government of India, U.S.-based foundations, corporate investors, family offices and HNIs.   At Villgro, Mukesh was an integral part of the idea to scale the journey of several entrepreneurs. This experience convinced him that the passive investing model focused on only deal-making combined with the invest-divest movement is not an ideal approach to solving big social problems. He used these insights to build a holistic fund-incubator platform with a conveyor belt approach to provide patient funding combined with intense post-investment operating support.   Mukesh believes that non-linear outcomes are more likely to be achieved through big, game-changing ideas that leverage the latest science and technology. He is focused on using the power of technology to solve the most pressing developmental challenges. Mukesh has co-founded this platform. He has attracted a stellar network of advisors and the best impact-oriented talent. He is now working on scaling this model to generate market-level returns and sectoral impact.   Listen in as Mukesh shares his inspirational journey from a small town in Gujarat to the investor he is today.     --- Send in a voice message: https://podcasters.spotify.com/pod/show/the-third-eye1/message

The Centre's production-linked incentive, or PLI scheme, which seeks to incentivise manufacturing in India by providing fiscal stimulus, seems to have run into problems. The government is reportedly planning to hold a first-of-its-kind meeting later in June, to address implementation issues being faced by producers under the scheme. Moreover, government sources have indicated that out of the 14 sectors under the scheme, the ones where progress has been sluggish may see a course correction. So, what changes does the PLI scheme need and why?  The detailed analysis and subsequent course correction for the six ‘sluggish sectors' under the PLI scheme would help in better utilisation of fund allocation over the next two to three years. While India Inc is striving to strengthen its industrial base, a significant number of Indian millionaires have been relocating abroad of late. Though the Indian economy is growing at a faster rate and creating more high net worth individuals, the private wealth migration is a matter of concern. So, why are the HNIs leaving India?    Meanwhile, the US Federal Reserve's surprise hawkish pause of interest rate hike spoiled investors' sentiment back home, on Thursday. Domestic benchmark indices slipped up to 0.5% after the US Fed projected two more rate hikes this year. Amid the rising interest rate scenario in global economies, will domestic equities face pressure in the near-term? How should investors navigate this volatility?  The Centre recently announced that it will come up with guidelines for ‘dark patterns' on the internet in the next two months. The ministry of corporate affairs and ASCI met with various stakeholders including Google, Meta and Amazon to discuss these manipulative practices. But what are these ‘dark patterns'? Listen to this episode of the podcast to know more. 

High-net-worth and ultra-high-net-worth investors tend to have different investment and financial planning needs. This is simply because of the sheer size of wealth and assets that needs to be managed and looked after. In today's episode of Why Not Mint Money, we are in conversation with Ashutosh Bishnoi, director at Multi-Act, to understand the different aspects of investment advice and financial planning when it comes to HNIs and ultra HNIs.

HNIs or high net worth investors now have one more investment option. Athena Alternative Investments has just launched an Enhanced Equity Fund. In today's episode of Why Not Mint Money, I am joined by Vineet Bagri, CEO of Athena Alternative Investments, to talk more about this fund.

“Optimistic attitude is something that is very important.  And accepting is a big thing. So if you have that positive attitude, you will try and accept new things as well. And if you can speak well, I think half the battle is won”This latest episode of The Shape of Work introduces our listeners to Harsh Khandelwal, Sr. Assistant Director at Fisdom Private Wealth, which provides HNIs with a reliable and robust technology platform to meet their wealth management needs, supplemented by dedicated and experienced wealth managers. Harsh has an overall work experience of over sixteen years. He did his MBA from the International School of Business & Research. He has worked at various organisations including Induslnd Bank, HDFC Bank, Karvy Private Wealth, etc.In this episode, Harsh sheds light on the shifting industries and shifting perspectives, and the change in workplace culture.Episode HighlightsThe shift in perspectives when shifting industriesWhat are the current prevalent skills that employees need to have in todays market?How has the workplace culture changed?The importance of having an optimistic attitudeFollow Harsh on LinkedinProduced by: Priya BhattPodcast Host: Archit SethiAbout Springworks:Springworks is a fully-distributed HR technology organisation building tools and products to simplify recruitment, onboarding, employee engagement, and retention. The product stack from Springworks includes:SpringVerify— B2B verification platformEngageWith— employee recognition and rewards platform that enriches company cultureTrivia — a suite of real-time, fun, and interactive games platforms for remote/hybrid team-buildingSpringRole — verified professional-profile platform backed by blockchain, andSpringRecruit — a forever-free applicant tracking system.Springworks prides itself on being an organisation focused on employee well-being and workplace culture, leading to a 4.8 rating on Glassdoor for the 200+ employee strength company.

In this episode, I invited Vivek Gulati - CoFounder of GRIP, a company which is on a mission to open up the alternative asset class to the retail investor. When you think about investment opportunities for retail investors - you think Stocks, Bonds, Gold, ETFs & Mutual Funds, PPF and so on. However, the risk appetite of the retail investor is increasing. They want access to more opportunities. Broader asset classes. And that's where GRIP comes in. GRIP wants to bring opportunities that were previously reserved for HNIs, FIIs & Private institutions to the retail public. Opportunities to invest in assets like Asset Leasing, Inventory Financing, Commercial Real Estate & Startup Equity. We spoke about a range of topics on this episode like: (02:38): Talking about Vivek Gulati & his experiences before starting GRIP (10:50): The Blueprint of GRIP – how the ball started to roll and how the concrete idea to venture into alternative assets was planted (16:54): ELEVATOR PITCH FOR GRIP (20:15): The Idea - opening up the asset class to retail investors (21:40): How can you invest in Alternative Assets through GRIP? What are the different product offerings listed currently? (33:25): Is the competition heating up in the alternative assets market? And what is GRIP doing to stay ahead of the curve (38:11): How does GRIP enter into partnerships with different companies and bring those opportunities on the platform? (45:30): What are the challenges that GRIP faces to grow the biz (49:48): Industry regulations: how is the attitude of regulators towards new financial products? (54:58): What is the story behind the name GRIP – was it supposed to be a tyre company initially :P  (58:32): The dynamic between the co-founders & how they [smoothly] deal with conflict Start your journey into alternative assets today with GRIP

Alternate investments are usually accessible for high net worth investors (HNIs) and ultra HNIs due to the high minimum investment required, but now some investment platforms are changing this. One such platform is Jiraaf, which is offering alternate debt products, for a minimum ticket size of Rs 1 lakh. In today's episode of Why Not Mint Money, Vineet Agrawal, co-founder of Jiraaf, shares why his platform decided to launch these products and why they want to make sure investors come with the right risk-return expectations.

In this episode, Mint's Navneet Dubey talks with Anup Bansal, Chief Business Officer at Scripbox, to discuss why diversification is needed for a balanced portfolio for HNIs in detail. Tune in to know more!

India, long time source for Tech and Human Resources for American Business, is coming on strong with bringing innovation to the world with home grown startups. A key contributor to that is India's Venture Garage, imagineered by Vivek Kumar, who has cultivated a syndicated network of over 2000 investors and actively working with nearly 90 startups. Vivek joins Karen on The Compassionate Capitalist Show(tm) to discuss their philosophy and best practices for identifying quality founders and viable innovation that can be commercialized and cultivated to grow from $0 to $100M in revenue (not just invested value). Chaperoning founders and their companies through the initial funding and growth stages, Vivek and his team look for key attributes in the companies they invest time, resources, & money into: Founder qualification High rate growth potential in segment As Karen and Vivek wrap up their lively and engaging conversation, Vivek shares what he believes is the biggest cause for startup failure - hint it is not lack of funding.  After all, Venture Garage's Investor Network Includes: VCs, HNIs, Family Offices, Strategic Investors, Angel & Seed Investors who invest $50K  upto 15M in Seed to Series A/B rounds. After careers in Research & Analytics, consumer marketing & retail, Vivek became a highly successful online entrepreneur and angel investor. He co-founded Venture Garages to address the challenges companies experienced in securing funding from startup to scale. Learn more: http://Venturegarage.in & https://www.linkedin.com/in/vivek-kumar12/ Karen Rands, leader of the Compassionate Capitalist Movement(tm) and author of the best selling investment primer: Inside Secrets to Angel Investing. Visit http://Kugarand.com to learn how to hire her firm to identify the red flags before you invest or try to raise capital. https://youtu.be/DfpdNbJ1AZc

Today's #careersinlaw series podcast is our longest podcast ever. I debated between releasing it in two parts, but after I heard the podcast again (And again!) I decided that I'm going to stick with its full length - there is so much great information in there, that it will benefit anyone who listens to it patiently. Trust me, once you start listening, you won't stop, because the content is that interesting and that different!   I present Mr. Prashant Ajmera, immigration lawyer, speaker, advisor, author and so much more -  Mr Prashant Ajmera, is an Indian immigration lawyer, NRI, and Canadian citizen with more than twenty–five years of experience in the field of corporate and migration law and international trade. He assists HNIs and UHNIs in making investments outside of India in real estate stock markets, businesses, and a second passport. Over the years he has authored a number of articles for various media and publications. He is also an author of two books respectively on business immigration by investing in residency and higher education of a child abroad. You can find him here-  LinkedIn: https://www.linkedin.com/in/ajmeralawgroup/ Website: www.ajmeralaw.com  

This one is about the $35 trillion opportunity in the USA. Yes, $35 trillion, and whoever can act fast will create value that fast. The US has an enormous wealth transfer on the horizon - the granddaddy of wealth transfers. A great opportunity for Indian businesses, investors and HNIs indeed to take a bite into the Big Apple. David Walters, Founder & CEO, Steam Powered Consulting explains to us in detail about this Greatest Wealth Transfer In History. David is the man who is watching this space as closely as possible to profit those who would want to profit from it. Take a watch! Watch on YouTube here: https://youtu.be/H_SmlkjYB0s Listen on Spotify & other podcast platforms here: https://pod.link/1523307967 --- Send in a voice message: https://anchor.fm/kaj-studio/message

Securities and Exchange Board of India (SEBI) had given a nod to the initial public offering proposal of LIC last month. While the price band of the issue is expected to be announced today, reports suggest that the offer will run between May 4 and May 9. LIC's management and investment bankers will likely embark on road shows in six cities across India where they will meet potential investors and analysts. The cities include Mumbai, New Delhi, Bengaluru, Ahmedabad, Rajkot, and Kolkata. The government has nearly halved its fundraising goal for LIC's IPO to $3.9 billion, having had to cut its valuation estimates after feedback from investors. Yet, analysts don't expect the issue to see a blockbuster response from investors amid uncertain market conditions. Gaurang Shah, Vice-President at Geojit Financial Services says he expect LIC IPO to sail through but not with whopping subscription numbers. He expects tp see decent demand for LIC IPO from HNIs and retail investors Ajit Mishra of Religare Broking, too, expects the IPO to enjoy decent traction given its dominant market share in the insurance space. Business Standard spoke to Ajit Mishra, VP-Research at Religare Broking. According to a Business Standard report, most large global investors that the Centre was wooing for the initial public may give the issue a miss. Earlier, the Centre had reached out to 180-200 large investors that included sovereign wealth funds, and those who make investment decisions based on environmental, social, and governance (ESG) track record. These investors are learnt to have committed to consider investing in the insurer's future offerings, based on its performance as a listed entity. This comes as the Ukraine war dynamics have made foreign investors skittish. They now see currency risks and anticipate embargoes while considering investing in emerging markets.  The US Federal Reserve's hawkish stance has further made them choose a safe haven. But an impressive response from domestic investors and some foreign investors have made the government go ahead with the IPO.  Analysts believe that it will lead to a fresh wave of investors entering the market. The public issue is likely to reserve 35 percent of its offer for retail investors, 10 per cent for policyholders and 5 per cent for LIC employees.  Going forward, the government will look at an additional stake dilution in LIC only after a year of the insurer's listing.  Watch video

Here are the top cryptocurrency news headlines from India this week:Budget 2022 may levy TDS and TCS on crypto transactions: https://gadgets.ndtv.com/cryptocurrency/features/union-budget-2022-cryptocurrency-bill-bitcoin-crypto-taxes-cbdc-2730115 ;HNIs moving crypto assets abroad amidst regulatory uncertainty: https://economictimes.indiatimes.com/tech/tech-bytes/hnis-shifting-cryptocurrency-assets-to-wallets-outside-india/articleshow/89127639.cms ;Extreme volatility takes crypto trading volumes to new high: https://economictimes.indiatimes.com/tech/tech-bytes/extreme-volatility-takes-crypto-trade-volumes-to-new-high/articleshow/89127739.cms ;Exchanges and influencers fall prey to a YouTube hack: https://inc42.com/buzz/cryptocurrency-startups-wazirx-coindcx-unocoins-youtube-accounts-hacked/ ;Indian crypto startup Flint raises $5.1 million in seed funding: https://inc42.com/buzz/crypto-startup-flint-raises-5-1-mn-seed-funding-from-sequoia-coinbase-ventures/WazirX makes major changes to its trading fee structure: https://support.wazirx.com/hc/en-us/articles/4417996196634 ;WazirX lists listed Anyswap (ANY) and Glimmer (GLMR) in its USDT market and Cream Finance (CREAM) and Ooki Protocol (OOKI) in its INR market;Zebpay lists Harvest Finance (FARM) in its INR and USDT market;CoinDCX exchange lists Oasis (Rose);

How do High Net Worth Investors invest SO much in IPOs? Nykaa's IPO saw Rs. 1,00,000 crores invested by the well heeled Indian investors. But not much of it is their own money - they borrow it. In this episode, Deepak and Shray unravel the dynamics of an IPO application for HNIs. From the rules of allocation, the big business of IPO funding, how HNIs can borrow 100X their money,  systemic risks, how grey market premium (GMP) works, the role of regulators and the road ahead. Read more here

VÁNOČNÍ NADÍLKA, NEJLEPŠÍ FOTBAL A HNIS NA STRAHOVĚ

Today's episode features Chinmay Bhogle, who deconstructs two finance stories for us. He begins by explaining why high networth individuals (HNIs) prefer smaller initial public offerings (IPOs) than larger ones. Second, he discusses the latest crypto controversy: Craig Wright's victory in a lawsuit against Kleinman's family. But there's more to the storey than meets the eye. Tune in to The Signal Daily to learn more about what transpired.

Sahil (@sahil071) and Siddharth (@sidbetala) hang out and discuss various ideas on this episode of Business Munchies. We're now actively sharing interesting snippets on Twitter and reels on Instagram. Follow us there to stay updated! Timeline:(00:0) - Introduction(1:59) - Video & Livestream E-commerce (21:43) - Tiger 21 - Peer Network for High net worth individuals (36:54) - No-Code & Low Code Automation Teams at Enterprises & SMEs(41:12) - Indian wear but for OfficeIdea Details: 1. Video & Livestream E-Commerce: Two streamers in China sold $3B worth of products over 24 hours on their livestream. China is seeing a surge of products being sold through Video/Livestream E-commerce. Taobao, the largest e-commerce player in China, saw $65 billion worth of products being sold in 2020 using Video e-commerce. We talk about the opportunities to build around this emerging trend in India. 2. Tiger 21: A peer network of high net worth individuals (HNI) where a group of 15 HNIs come together and transparently share their portfolios and defend the same in front of the other members. The goal is to collectively make good investment decisions. We talk about the opportunities to build this in India and how Social Investing could be done by current Investment platforms. 3. No-Code, Low Code Automation Teams: Software is truly eating the world, thanks to no-code tools that have led to democratisation of technology. In 10 years, every company will be a software company, in that it'll be operated by a combination of different software tools. We talk about how training at enterprises & SMEs for No-code tools, or building an agency to help implement these no-code tools at businesses. 4. Indian wear but for Office: Office wear is primarily dominated by formal wear that's part of western culture. What if there was a dedicated line of Indian clothes for office wear? We discuss this business crazies! 

RBI deputy governor T Rabi Shankar recently stirred the policy corridors with a debate around Capital Account Convertibility. Speaking at an industry event, he said there was an effort to liberalise FPI debt flows further with the introduction of the Fully Accessible Route, which places no limit on non-resident investment in specified benchmark securities. But what does Capital Account Convertibility mean? In simple terms, a capital account keeps a record of all the transactions related to assets between India and other countries.  This includes all kinds of investment assets like shares, debt, and property, or even corporate assets.  Currently, India has a partially convertible capital account policy. This is because an individual or high net-worth investor wanting to invest outside India can invest within an overall limit of $250,000 per financial year under the Liberalised Remittance Scheme for any permitted current or capital account transaction or a combination of both. This means, they can make investments to the tune of up to $500,000 in a calendar year. The scheme, however, is not available to corporates, partnership firms, HUF, Trusts, etc. Therefore, if India removes this limit on capital account transaction, we would have a fully convertible account, ideally raising outflow limits for HNIs. Now, before we proceed towards the likely impact of the move, let's understand why the RBI would want to remove capital account restrictions. A fully convertible capital account provides three key benefits. These are stock market returns, reduction in transaction cost due to free rupee convertibility, and improvement in savings and investments which effectively accelerates growth.  Against this backdrop, Aditi Nayar, chief economist at ICRA, says this following while assessing where India stands on the conversion front and what the impact of the move could be Govt, RBI working to get India included in the Global Bond Indices India liberalising norms related to G-sec investments India may see $20-bn inflows per year Rupee could depreciate That said, Gaurang Shah, senior vice-president at Geojit Financial Services, cautions against too much money chasing too few asset classes: Should be done in a phased manner India must have checks and balances in place Keeping a check on bad money (inflow) tough under full CAC Given the macro-recovery, we may see access FPI inflows Avoid too much money chasing too few asset classes Watch Video

Investing in international funds has got much wider acceptance among mutual fund (MF) investors. AMFI data shows the number of mutual fund folios in fund of funds (FoFs) investing in international stock markets going up by more than three-times over the last one year. This is for the folios opened by retail investors. When it comes to high networth investors (HNIs), the folios have gone up by more than five-times. Investor inflows have also gone up in such funds. Mutual funds have been launching several new funds -- new fund offers -- that not only give domestic investors exposure to companies listed on the international stock exchanges, but in some cases the funds are offering international exposure with a certain investment theme. For example, Mahindra Manulife MF recently launched an international fund that takes exposure to international real estate investment trusts (REITs). PGIM MF also plans to launch a fund with global REIT exposure. Fund houses are launching international funds both in the FoF mode and even in the form of exchange traded funds. Some of the recently-launched funds have even changed track and are giving investors exposure to international funds that are actively-managed, and not a passively-managed fund. Take the case of the recently-launched IDFC US Equity FoF. In today's episode of Simply Save Podcast, we are joined by Trideep Bhattacharya, Co-CIO Equities Edelweiss Mutual Fund, who has spent several years as an analyst, as well as a portfolio manager tracking Asian Emerging Markets (EMs), as well as Developed Markets (DMs) like Europe. He talks on why investors should balance their international investments across both EMs and DMs and what are the latest developments in international markets that investors should keep in mind when making such investments.

Here are the top cryptocurrency news headlines from India this week:Crypto exchanges overtaking stockbrokers in user base: https://www.livemint.com/market/cryptocurrency/crypto-exchanges-overtake-zerodha-in-user-base-11633675321727.html ;Amitabh Bachchan Becomes Latest Celebrity to Join the Cryptocurrency Craze: https://gadgets.ndtv.com/cryptocurrency/news/amitabh-bachchan-coindcx-cryptocurrencies-growth-crypto-culture-india-2563148 ;CoinSwitch Kuber onboards Ranveer Singh as its brand ambassador: https://www.cryptodost.io/exchange/coinswitch-kuber-onboards-ranveer-singh-as-its-brand-ambassador.html ;CoinSwitch Kuber becomes India's second crypto exchange unicorn: https://www.cryptodost.io/exchange/coinswitch-kuber-raises-260-million-in-series-c-funding-from-coinbase-ventures-and-andreessen-horowitz.html ;Crypto Staking Management Startup Stader Labs Raises $4 Mn From Coinbase Ventures, Pantera: https://inc42.com/buzz/stader-labs-raises-4-mn-from-coinbase-ventures-pantera/ ;NFT Lending Marketplace Strip Finance Raises Funds From MEXC Exchange, Others: https://inc42.com/buzz/exclusive-nft-lending-marketplace-strip-finance-raises-private-round-from-mexc-exchange-others/ ;Chainalysis' 2021 Geography of Cryptocurrency report shows India as a mature crypto market among others in the region: https://blog.chainalysis.com/reports/central-southern-asia-oceania-cryptocurrency-geography-report-2021-preview ;Groww might be eyeing the crypto market: https://www.businesstoday.in/markets/market-perspective/story/exclusive-groww-eyes-entry-into-indias-growing-cryptocurrency-market-308672-2021-10-06 ;Short video sharing app Chingari raises $19M to launch social token on Solana: https://cointelegraph.com/news/indian-tiktok-challenger-raises-19m-to-launch-social-token-on-solana ;TCS sees good deal wins from the cryptocurrency space: https://economictimes.indiatimes.com/markets/cryptocurrency/tcs-says-seeing-very-good-deal-wins-from-cryptocurrency-space/articleshow/86871788.cms ;ZebPay launches global crypto electronic OTC desk for HNIs, Institutional Investors: https://www.livemint.com/companies/news/zebpay-launches-global-crypto-electronic-otc-desk-11633334192389.html ;Bitbns collaborates with Flippy Finance: https://medium.com/bitbns/bitbns-collaborates-with-flippy-to-decrypt-crypto-investments-making-it-simple-easy-and-fun-3cb2459f97fe ;WazirX list Alien Worlds and eCash;CoinDCX listed among the top 250 global fintech firms ​​by CB Insights;

As stock markets beat the pandemic blues, investor wealth ballooned in a period when most businesses were struggling due to challenges posed by lockdowns amid loss of income. With limited options to spend due to no travel and stay-at-home guidelines, a gush of fresh money found its way to stock markets in the last one and half years. Many rode on the tailcoats of investors who were established and known for making a fortune by investing in stock markets. High net-worth individuals (HNIs) held a combined Rs 4.7 trillion in NSE firms as of June-end, a jump of 19.5% in a quarter. So, what are the big trends in HNIs and ultra-HNI investment in India post-pandemic? To discuss that Mint's Nasrin Sultana speak to Rajesh Cheruvu, CIO, Validus Wealth.

This week on #PaisaVaisa, Anupam Gupta is joined by the finance veteran, Hiren Ved, CEO, Director and CIO of Alchemy Capital Management. Anupam and Hiren begin the conversation with the story of how Alchemy became one of the oldest and largest PMS in India. They even talk about how the market has evolved for HNIs and PMS clients in these past 22 years and the future of PMS in India. In the second half, Hiren shares his perspective on making long-term investments in Indian equities and much more on this episode of #PaisaVaisa - Presented by CRED - The Most Rewarding Credit Card Bill Payments App, and Powered by Quartr.Get Started with CRED: ( https://cred.club/ )Playstore: ( https://bit.ly/3D2fyLs )Apple Store: ( https://apple.co/3AXLRt7 )Learn More about Quartr: ( https://quartr.se/ )Playstore: ( https://bit.ly/3j1hADp )Apple Store: ( https://apple.co/37ZpTcL )You can know more about Alchemy Capital Management: ( https://www.alchemycapital.com/ )Linkedin: ( https://www.linkedin.com/company/alchemy-capital-management/ )You can follow Hiren Ved on social media:Twitter: ( https://twitter.com/hirenved )Linkedin: ( https://www.linkedin.com/in/hiren-ved-335a53a2/ )Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: ( https://www.linkedin.com/in/anupam9gupta/ )You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.You can check out our website at https://www.ivmpodcasts.com/

YouTube video: https://youtu.be/TXzpKGmm4yE Wint Wealth is reimagining investing for retail investors by democratising debt investments that were previously only available to HNIs and UHNIs. Today, we learn how. In this special episode, I talk about the future financial accessibility, the Indian fintech space, the future of investing and what it's like to deal with SEBI and manage money with the Co-Founder of the fintech disruptor, Wint Wealth. Timestamps: Introduction: 0:00-1:10 The investment landscape in India (retail investors): 01:11-1:59 About Wint Wealth: 02:00-04:09 What are covered bonds and MLDs: 04:10-10:57 How to bring HNI products to retail investors: 10:58-16:29 Other products only available to HNIs: 16:30-18:26 How has investing changed over the years: 18:27-20:09 Future of finance in Indian tier-2 tier-3 cities: 20:10-21:49 Crazy growth of fintech: 21:50-22:49 What's it like to run a fintech company in India: 22:50-23:53 Experience of dealing with SEBI: 23:54-24:46 What's the money-management industry like: 24:47-26:44 Vision for Indian fintech & Wint Wealth: 26:45-28:32 The irony of investing for retailers: 30:48-32:30 Closing remarks: 32:31-35:14 Special thanks to Anshul Gupta who was kind enough to give us a glimpse into how fintech companies work. If you have any questions, be sure to ask them in the comments. Subscribe for more interviews with special guests! Wint Wealth: https://www.wintwealth.com/ ------- Open a FREE investing & trading Demat account here: http://www.indiainfoline.com/campaigns/growthamplifiers/open-demat/?id=ikgo7c My favourite business/finance/investing books: The Almanack of Naval Ravikant (free eBook): https://www.navalmanack.com/ The Hard Thing About Hard Things: https://amzn.to/34d5orj The Unusual Billionaires: https://amzn.to/3ykT5qJ The Psychology of Money: https://amzn.to/3oyuL03 Zero to One: https://amzn.to/3v5Pzyn If you buy anything using these links, I may earn a small commission, but it won't cost you anything extra. So please use them as it helps support my efforts to make finance accessible for all :) FREE Beginners course on the stock market: https://www.youtube.com/playlist?list=PLMTsrjnnlw8G2klYWx0xSld17zDZHNcTi --------- For more insightful and informative content on the stock markets, trading, investing, personal finance and more, follow me on social media: Website: https://krun.al/ Twitter: https://twitter.com/MarketsWithKR LinkedIn: https://www.linkedin.com/in/krunalrindani/ Disclaimer: I'm not registered with SEBI. Everything I talk about is purely for educational and informational purposes only. None of this is financial advice or a recommendation or a tip. Please consult with your financial advisor before taking a decision. Please understand the risk of trading and investing. --- Send in a voice message: https://anchor.fm/krunal/message

Dr. Marc Nassim is the Partner & Managing Director at Awad Capital, one of the top investment banks in the Middle-East region. Dr. Nassim holds a PhD. in Finance and has spent about two decades working and investing across sectors for family offices, sovereign funds and HNIs. In this episode, Kushal and Vaibhav talk to him about the middle east investment landscape, the IB process of evaluating new deals, about getting into IB and crypto-currency. To follow Dr. Marc Nassim: Twitter | LinkedIn

It's difficult to stay positive when everyone around you is negative. In this episode, Aastha Almast a co-founder from the New Shop stops by the show to share how she was able to push through all obstacles she has faced. We talk about starting as a stockbroker and ultimately becoming an entrepreneur. ~ ~  ~Aastha Almast is the Co-founder of The New Shop, a venture backed and fast growing omni-channel 24/7 convenience store chain in India. She wants to build the largest retail chain in India, with a mission to make modern retail more accessible to the next billion. The New Shop is present at prominent transit points such as railway stations and neighborhoods in India.Previously, co-founded 2 startups -  a smartphone gaming app company and a leading global Online Reputation Management company that had Bollywood celebrities, HNIs and MNCs as clients ; She is a serial entrepreneur, who is always looking for solutions to simplify businesses - making them more productive and efficient. She started working while still in school when she landed a role in a Bollywood film when she was 10 years old. While studying Bachelor’s, she joined a stockbroking firm making her one of the youngest certified stock-broker from National Stock Exchange at the age of 18. She has also previously worked in Bank of America and S&P Global. She has lived an adventurous life and has amassed 15 years of diversified experience in entertainment, finance, technology, and retail.She believes spirituality is the guiding force in her life and practices Vipassana meditation every day. She is known as the happiest and most optimistic person in her circles. However, she wasn’t always the happy person who people know her as now. She has evolved from a pessimist to an eternal optimist, and it took her 30 years and many hard lessons in that journey to make her realize who she truly is.~ ~ ~Support the show on Patreon @norlundCheck out more details about the show at https://www.chrisnorlund.com/podcastFollow on Twitter @chris_norlundFollow on Instagram @norlundStay positive and thank you so much for listening!

How Indian HNIs are dealing with the interest rate squeeze. Mint explains 3 investments that are gaining popularity among India's wealthy to generate returns in a low-interest-rate environment.  Read the article here: https://www.livemint.com/money/personal-finance/hnis-switch-to-bonds-reits-to-deal-with-interest-rate-squeeze-11607356421402.html

In this podcast, Moneycontrol’s personal finance editor, Kayezad E. Adajania speaks to Rajmohan Krishnan, Principal Founder and managing director of Entrust Family Office. Krishnan shares his insights and experiences into the role of a family office and how Family Office’s have become able partners for their clients and help nurture and protect their wealth. 

Zufälligerweise trifft Martin auf einem Spaziergang auf eine Langjährige Bekannte Fabienne Kühnis und erfährt en passent, dass Fabienne schon einige Zeit in Australien gelebt hat. Mit gebührendem Sicherheits-Abstand erzählt Fabienne in der schacherschen Stube von ihren Reisen im Land der Kängurus und bringt einen grossen Sack mit Büchern, Tipps und Tricks mit.Credit: "Come to Australia" - with the kind permission of the "Scared Weird little Guys"Support the show (https://www.patreon.com/die_oz_wanderer)

FBNQuest Merchant Bank, the investment banking and asset management subsidiary of FBN Holdings Plc, says it is listing FBNQ MB Funding SPV PLC Series 1 bond out of the N50bn bond issuance programme. The merchant bank said in a statement that it coordinated the principal activities of the transaction, ranging from the structuring, arranging and issuing the Series 1 Bond out of the bond issuance programme launched in November 2018. The organisation advised on the transaction structure and marketing strategy for the bonds including investor engagements. It stated that the bonds were successfully distributed to a diversified mix of investors which included Pension Fund Administrators, insurance companies, asset managers, HNIs and others. The Managing Director/Chief Executive Officer, Kayode Akinkugbe, stated, they are pleased to announce the listing of the FBNQuest MB Funding SPV Plc bond on the Nigerian Stock Exchange. --- This episode is sponsored by · Afrolit Podcast: Hosted by Ekua PM, Afrolit shares the stories of multi-faceted Africans one episode at a time. https://open.spotify.com/show/2nJxiiYRyfMQlDEXXpzlZS?si=mmgODX3NQ-yfQvR0JRH-WA Support this podcast: https://anchor.fm/newscast-africa/support

HNIs steer clear of illiquid investments after Covid-19 outbreak

Whenever there is volatility, equity markets get all the attention. Bonds typically don't move around as much as equities and hence they seem boring to most people. Moreover, the Indian bond markets are extremely shallow and are dominated by institutions. But the bond markets send far more useful and actionable signals about companies and the economy at large are far more insightful than movements of stock prices and indices. And debt mutual funds, the most accessible products to retail investors are dominated by institutions and HNIs. And there are also a lot of misconceptions about the role of debt in portfolios. So, Prateek Singh (Founder of LearnApp) caught up with R Sivakumar, Head of Fixed Income at Axis Mutual Fund - THE best person to talk about all things debt and bond markets. In this conversation we talk about: When happens in a bond market when the equity markets crash A birdseye view of the Indian and global economy as COVID-19 spread through the globe Factors that move bond prices RBIs recent actions to provide liquidity Why do you need debt in your portfolio How not to choose debt funds Gilt funds and their use and a whole lot more... Please enjoy this conversation with Sivakumar of Axis MF. Please let us know your feedback on @zerodhaonline on Twitter or on iTunes ratings.

This is a bonus segment of our conversation with Rajesh Saluja, CEO & Managing Partner, ASK Wealth Advisors. Now, if you have listened to the full conversation we had with Rajesh so far, you will know that this veteran financial advisor consulting several HNIs, is a rare mix of eternal optimism and solid pragmatism, which is why we think you ought to listen to this bonus segment which is on a matter of universal interest – wealth, better yet, on how to increase it. Rajesh shares basic, simple tenets of investing within the India context, importance of staying systematically invested in equities and in other well-regulated investment products and doing so, responsibly. We need to mention here that though this conversation was recorded some months ago, Rajesh maintains the views he had shared with us even currently, when Indian markets are off their peaks by a whopping 30% amidst these very trying and uncertain circumstances, prevailing globally. Rajesh believes in staying invested, being focussed on the long-term to unlock the power of compounding, the eighth wonder of the world as Albert Einstein put it, and that patience is the key to getting lucky. Stay tuned.

On this bonus episode, Anupam is joined by Amit Gupta, Portfolio Manager at Adroit Financial Service. Amit explains the basics and the current scenario of Initial Public Offering. He also elaborates about the SBI Shareholder, Retail Investment and HNIs.You can tweet to our host Anupam: @b50You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.You can check out our website at http://www.ivmpodcasts.com/

Market regulator Securities and Exchange Board of India (Sebi) has overhauled regulation for Portfolio Management Services (PMS) in a big way. From banning upfront commission and set up fees, to increase the net worth criteria for PMS managers to hiking the investment threshold from Rs 25 lakh to 50 lakh. Money Money money discusses the new norms threadbare with Aashish Somaiyaa, CEO of Motilal Oswal AMC and Mohit Gang, CEO and co-founder of Moneyfront, and their impact on this investment vehicle widely used by rich retail as well as HNI investors.

In a cabinet meeting, on Wednesday, Finance Minister Nirmala Sitharaman approved setting up of a Rs 25,000-crore alternative investment fund (AIF)  to revive around 1,600 stalled housing projects across top cities in the country. The AIF will be a special window to provide priority debt financing for completion of projects in the affordable and middle-income categories, she added. Except the projects that have already received orders from the National Company Law Tribunal (NCLT) for liquidation, the government has decided to include all projects declared as a non-performing assets and those which are facing insolvency proceedings at the NCLT.   However, the funding will be possible only if they are registered under the Real Estate (Regulation and Development) Act or RERA.  At present, the Mumbai Metropolitan Region and the National Capital Region are two of the worst-hit property markets in the country, with 95,000 and 195,000 stuck projects, respectively. In addition, about 55,000 units more are stuck in Tier-II cities. In view of the recent step taken by the union cabinet, the founder at PropEquity, Samir Jasuja said, “Almost 80 per cent projects in the NCR and the MMR will come to life.” Ajay Bodke, chief executive officer and chief portfolio manager at Prabhudas Lilladher, said the fund has the potential to act as a force multiplier to impart necessary push to revive economic activity in the nerve centres of the economy. While the government will act as a sponsor with its Rs 10,000-crore initial contribution to the category-II AIF, SBI and LIC will provide an additional Rs 15,000 crore for the fund, which will be initially managed by SBI Caps through escrow account. It will also be registered with market regulator SEBI and will support all RERA certified projects. Category-II AIFs typically invest in unlisted companies by raising funds from high net worth individuals (HNIs) and foreign portfolio investors (FPIs) through private equity, debt funds... To know more, listen to this podcast...

Gaurav Sharma holds a post-graduate degree in management from Birla Institute of Management Technology (Bimtech), in Uttar Pradesh, India, and a bachelor of science degree from the University of Rajasthan. He has had a rewarding five years of experience at various multinational companies in the domains of wealth management, investment analysis and portfolio reporting. He is presently working towards democratization and simplification of the wealth management services by leveraging machine learning, AI and data science. Gaurav aims to solve problems across customer segments comprising the masses, the affluent middle class and high-net-worth individuals (HNIs). During his tenure at Moody’s Analytics, he gained practical exposure to global standards of investment research and reporting through various tool such as Bloomberg, Morningstar, FactSet and other proprietary tools. At Mercer, he gained exposure to asset allocation, financial and retirement planning, and investment consulting. Prior to these, Gaurav worked in the global wealth and investment management business-line of Bank of America-Merrill Lynch and supported ultra-HNIs in managing their wealth.    “If the company’s growth plans are there, it will work.But if the management is not able to understand and … make investors’lives easy by telling them everything, if they try to hide and try to play with the accounting standards, and of course, if they try to siphon off money,at the end of the day, investors will get to know.” Gaurav Sharma   Worst investment ever  Young blood catches bug for stock investing  Gaurav was very young when he became interested in the stock market and was one of those guys who “jumped right into it”. He borrowed some money from a friend’s father, who was kind enough to believe in his investment philosophy. Due to his youthful enthusiasm, he was trying to make it big very soon in the market.   First foray rides educational technology wave in India  So, he decided to invest in education technology company, Educomp Solutions (Educomp, EDSO.NS). He did some balance sheet analysis and most of the basic research, and invested in the stock around its peak in 2008-2009. The company appeared to be at the forefront of the education-plus-technology mix, and for India, with hundreds of thousands of public, private, international and specialty schools all looking to drag their classrooms away from chalk boards, it seemed a no-lose situation. He bet really big on it, the numbers looked good, and every one or two years, there was very good news about Educomp winning contracts with 15 to 20 schools. Add to that the promotion of the K-12 education system, and government policy wanting to put a tablet into every student’s hands, everything was going great.  Hidden mismanagement leads to company’s downfall Gaurav says that if the company’s growth plans are there, it will work. But in Educomp’s case, the founder and CEO of the company had other plans with regards to managing. He was not doing the right thing with regards to the proper management of the company’s money, and was siphoning some off to other transactions, investing in other asset classes by taking money out of the company books, and was basically fudging of the books. The Gaurav had done extensive research on the company’s numbers, its balance sheets, growth plans, and growth in the sector; it all looked good. But as for the management quality, he was unable to assess that very well.   Investor loses 90% of borrowed funds as stock plunges   That’s what made his life difficult, because when the shares started falling, due to the management quality, he sought to assess the business, but he could not trust the management. The stock took a beating and it ended up a 90% loss of the whole money he put in. He then exited, and the only profit was considerable lessons learned.      Some lessons Read between the lines when it comes to management. A company can have excellent prospects, great products or provide great services, have good numbers, great balance sheets, fine growth outlook, but all of that can come to zero if the management is poor. If the C-suite is lacks ability and is not smart enough to understand different root causes that can emerge to disrupt its business, it will fail and hurt investors very badly.  Sometimes it’s very difficult to prepare for corrupt management. If the founder/CEO had not misspent company funds, siphoned money off for bad transactions and family members, the company would have been in a much better state.   Numbers tell a story but they do not tell the whole story. Investors need to check the background of management, and this kind of analysis must be done on the quality of the management team, their consistency as well, because balance sheets can be fudged. Such misreporting can go on for a long time before investors get any hint of it happening. There must be checks and balances also on management, through vehicles such as active board members and shareholder activists demanding details.   Spend 70% to 80% of your time with numbers when looking at a company. The rest of your time should go into understanding the quality of the management team and the consistency of their reporting. You can even look into what the performance of members of that team at their previous companies to get a better idea of how they are or will perform in your target firm.     Andrew’s takeaways  Bad times are the best time to talk   The most important time to communicate is when we have bad news, when we’re having bad time. At such times, most people avoid communication, and most companies avoid communications at such a time.  Investors and fund managers do not expect a company to be perfect. Therefore, getting out there and saying, “This is bad”, “This is wrong”, “This is not working for us” or the like is not as bad as it feels. People are going to accept that.   Overconfidence happens to us all. It’s human. We all suffer it at times when we focus only on what we are looking at. When we do that, we build confidence through that work. And sometimes that amounts to a very false confidence.   Experience comes with age. It would be nice if people could start investing at a young age and not make any mistakes. But the truth is that sometimes we just have to make these mistakes.   Actionable advice   Read between the lines in the annual report. There are a lot of things that are actually said that are not actually written and you need to understand and act upon them, and act wisely.    No. 1 goal for next the 12 months   I want to learn more … I believe the next year will be giving me a lot of more maturity about choosing my investments in a smarter way, I’ll be able to understand more about management. As I meet more people every day, I’m trying to judge and understand what exactly goes on in their minds as they run their companies.     Parting words   Fail fast, fail early, learn fast and recover fast.     You can also check out Andrew’s books How to Start Building Your Wealth Investing in the Stock Market My Worst Investment Ever 9 Valuation Mistakes and How to Avoid Them Transform Your Business with Dr.Deming’s 14 Points    Connect with Gaurav Sharma LinkedIn   Connect with Andrew Stotz astotz.com  LinkedIn Facebook  Instagram Twitter  YouTube My Worst Investment Ever Podcast 

In this episode, I chat with my friend Umesh, a former sales professional who primarily worked with HNIs and Celebrities in the real estate industry. We chat about how he would approach them, his process and what one must look for to build a sales team.Visit  www.srinivasvakati.com/podcast to see the show notes of the episode.

Founder of Bonterra Partners, a specialist working with investors to invest in regenerative agriculture. Welcome to Investing in Regenerative Agriculture, investing as if the planet mattered. Where I interview key players in the field of regenerative agriculture, people who are scaling up the sector by bringing in new money or scaling up the practises on the ground. Join our Gumroad community, discover the tiers and exclusive benefits here: https://gumroad.com/investinginregenag Other ways to support my work: - Share the podcast - Give a 5-star rating (if you podcast app allows it) - Or buy me a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture This time I interviewed Renee Cheung, founder of www.bonterrapartners.com, a natural capital investment specialist. Renee works with investors to identify and invest in sustainable, profit-generating environmental and real asset strategies. We discussed what have been the developments in regenerative agriculture in the last years: - holistic grazing - cover-crops - no-till systems Progressive smaller HNIs are taking interest in regenerative agri holistic grazing management, key line farming, mixed cropping etc. The main challenges: - gap between the funds and the soil/ground - the need for more good risk/return deals - longer timeframe for most conservation practises to generate good returns Investment proposals have to be boring for large institutional investor investment committees to approve them. It is much easier to explain a large monoculture GMO corn/soy rotation or invest in feedlot cattle than a regenerative agriculture opportunity. Nature and regenerative agriculture are more complex thus more difficult to explain and get funded. Examples of interesting developments: Land Degradation Neutrality Fund of Mirova in Paris: www.mirova.com/en-INT/news/News/Launch-of-the-Land-Degradation-Neutrality-Fund EcoEntreprises Fund www.ecoenterprisesfund.com And Renee is working with Paul McMahon on a fund on regenerative sheep production in Chile: https://soundcloud.com/investinginregenerativeagriculture/interview-paul-mcmahon?in=investinginregenerativeagriculture/sets/interviews-investing-in Please hit the share button if you think this interview is relevant for someone you know! If you want to receive an email when I upload a new episode, subscribe here eepurl.com/cxU33P The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a licensed professional for investment advice.