Episodes
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Our Founder & CEO, hosted Shankar Sharma. He reflected on how government actions during this crisis led to significant growth in India's GDP, from $200 billion to $3.7 trillion today. Mr. Sharma emphasized the market's power to educate, especially when one becomes complacent.
He also shared his belief in the influence of desire and luck in achieving one's goals. The conversation touched on key changes in the market during the early '90s, making it more inclusive for younger investors.
Mr. Sharma stressed that stock markets are driven by intellect and insight, not connections or manipulation. He discussed the psychology of market cycles and the tendency for bull markets to convince investors that bear markets are just illusions.
In conclusion, he highlighted the cyclical nature of markets and expressed optimism about India's continued potential for wealth creation through business and the stock market.
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We are pleased to have one of the Wizards of Dalal Street -- Amitabh Sonthalia -- on our show. Amitabh is the Founding Director and CIO of SKS Capital -- the flagship entity of his Single Family Office actively managing its proprietary investments across multiple alternative strategies focused on absolute and high risk-adjusted returns.
He started his career as a Research Analyst with the Federal Reserve Bank in the US after graduating from Davidson College, NC, in 1991 with B.A in Economics (Magna Cum Laude). After a year he moved back to Kolkata and joined his family’s stock broking business. Amitabh gained valuable experience in his early years as the Indian economy and capital markets were going through a strong wave of reforms in the 1990s. He established close business relations with some of the top names in the Indian investment industry like Rakesh Jhunjhunwala, Radha Kishan Damani, Ramesh S Damani etc.
In 2006, Amitabh completed his Executive MBA from the University of Chicago’s Booth School of Business in Singapore.
From early career experiences to adapting to market dynamics, learn how he navigated the highs and lows of the public markets. Explore the importance of embracing discomfort, learning from mistakes, and the unique challenges of the Indian investment landscape.
Join us for a thought-provoking discussion on investment philosophy and risk management.
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Missing episodes?
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Delve into the Investment Wisdom of Niket Shah, Fund Manager at Motilal Oswal AMC: Discovering India's Unique Market Dynamics - From the Underrated Art of Selling to the Untapped Potential of Midcaps and the Enduring Importance of Quality Over Momentum.
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In the latest installment of "Talks with Daulat," our CEO and founder, Varun, had the pleasure of hosting Lakshmi Iyer, the CEO at Kotak Alternate Asset Manager. The dialogue centered around the notable advancements of the debt mutual fund sector within the market and its burgeoning appeal to investors. Beyond the realm of debt funds, the discussion delved into the growing interest investors have shown in exploring alternative investment avenues. However, the absence of clear benchmarks has led to impatience among investors, prompting a consideration of effective control measures.
The conversation encompassed a wide range of topics, ultimately culminating in an exploration of the significant impact that India, as a country, is exerting on the global markets. Lakshmi Iyer also generously shared insights into her personal approach to managing finances and offered valuable advice tailored to retail investors.
Timestamps
Introduction
How the debt mutual fund market has been cultivated in India
Why retail investors should consider debt mutual funds?
Credit risk in mutual funds
Fixed income vs. credit risk
Asset allocation
Benchmarks for alternative investment options
Morgans Stanley credit rating for India
Effects of the election on markets
Lakshmi Iyer’s personal money management
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Varun is the Founder & CEO of #Daulat. Prior to starting this, he worked with some of the world's biggest investment institutions like Blackstone and Bloomberg in their Hong Kong. This give him a front-row seat on how these firms manage wealth/money for the wealthiest individuals. He plans to disperse this knowledge now and bring the benefits of wealth-creation to every Indian.
Varun graduated with distinction in Finance and Information Systems from the HKUST Business School at The Hong Kong University of Science and Technology. He is a NiSM-certified (Series X-A and X-B) Investment Adviser.
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Tune in to our latest podcast episode featuring an insightful conversation with Neil Borate, the Deputy Editor at Mint. 🎧
Join us as our Founder & CEO, Varun, sits down with Neil to explore a range of topics, including Neil's remarkable career journey, the emergence of FinInfluencers, and the latest trends in investment options.
With over a decade of experience in the field, Neil leads Mint's personal finance team, delving into areas such as mutual funds, insurance, and taxation. Prior to his role at Mint, he's lent his expertise to renowned names like Value Research, RupeeIQ, and Paisabazaar. Notably, he's also a co-author of a book centered around the legendary Late Sh. Rakesh Jhunjhunwala Ji.
During this captivating episode, Neil shares his insights on:
🚀 Navigating his career path
💡 The power of FinInfluencers in today's landscape
💰 Exploring new-age investment avenues
📚 His role as a finance educator
📖 Co-authoring a book on Rakesh Jhunjhunwala
📈 Advice for investors following financial gurus
💼 Views on debt mutual funds
💰 Unveiling his personal money management style
Don't miss out on this engaging discussion that offers a deep dive into the world of finance and investment. Tune in now to gain valuable insights from Neil Borate and learn how to make informed financial decisions! 🎊📊📈
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Explore our freshest podcast episode featuring a captivating tête-à-tête with the insightful Gautam on "Growth in Value Investing" 📈🚀. Join us on Talks with Daulat, where we had the privilege of hosting the brilliant Gautam 🎧. He delves deep into the investing world, shedding light on a resonating perspective: "Invest in Business, Not in Stocks" 🏢.
In this episode, Gautam eloquently elaborates on the essence of value investing, emphasizing anchoring funds in businesses, not just capitalization 📊. He outlines how value investing orbits around spotting exceptional businesses and ascribing value based on growth projections 💡. After all, investing thrives on nurturing outstanding businesses and fostering exponential growth 🚀.
Gautam fervently advocates exiting a stock when the business stumbles 📉. He brilliantly underscores recognizing robust business models, steering clear of a narrow stock-focused view 🕵️♂️. His words resonate: "Chase Returns, Not Asset Under Management (AUMs)".
Reflecting on Gautam's insights, we unearth value investing's core lessons—a philosophy mirroring our commitment to financial prosperity through astute approaches 🙏.
Massive thanks to Gautam for enriching our podcast with profound wisdom 🌟. Tune in for Gautam's invaluable takes on value investing. Let's keep journeying together toward learning, growth, and prosperity 🎙️📈!
Topics Explored:
Stellar Wealth Partners' Operational ApproachGrowth vs. Value InvestingCurrent Small Cap Market TrendsIndian Equity Market vs. AsiaOptimal Stock Exit StrategiesAssessing Company ManagementActive vs. Passive InvestingRetail Investor GuidanceHosted on Acast. See acast.com/privacy for more information.
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The US Federal Reserve on 27th July, increased their interest rates by 25BPS, soring the interest rates cycle to a 22-year high.
Our Founder & CEO, Varun explains how it will affect retail investors.
What are interest rates and why it's all over the news?
How does it affect the price of assets and what we borrow?
Why should an investor pay attention to the movement of interest rates?
How does it affect the debt portfolio? Like Bonds, NCDs, etc.
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In this podcast episode, we were privileged to conduct an insightful interview with Mr. Samir Arora, a seasoned Indian Equity Fund Manager, and the founder as well as chief fund manager of Helios Capital Management.
Having completed his education at IITD and IIMC, Samir Arora began his career at Alliance Capital Management, where he eventually ascended to the role of Chief Investment Officer for the country. Subsequently, he embarked on his entrepreneurial journey by establishing his own Capital Management Firm, Helios. During this engaging podcast episode, we delved into various topics with Mr. Arora, including:
Discussing current equity market status
Helio's Views on new age tech companies
How India is beating the Chinese and Asian market
Japanese markets
How Helios is different from its competitors?
Institutional vs Retail investors
Advise for retail investors
Advice for newbie investors
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Our Founder & CEO discusses, how to plan a SIP and start your investing journey.
We discussed,
What are SIPs and how it helps in compounding and wealth creation?
Choosing the date in investment.
Deciding the frequency of investment.
Can we time the market?
Asset allocation
Investment time horizon.
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In this episode, we dive deep into the world of small cap funds, discussing their characteristics and the reasons behind their surging popularity. With net inflows of over 12,000 crores during the first half of this year and an impressive AUM of 1.53 lakh crores, small cap funds have captured the attention of investors.
We start by examining the performance of the Nifty Smallcap 250 TRI, which witnessed a remarkable growth of 11.46% during the first half and a staggering 20% in the first quarter of the current fiscal year (FY 23/24). These impressive numbers have fueled the enthusiasm around small cap funds.
However, we also explore the concerns surrounding these funds. Some funds are currently restricting investments due to several reasons. One of them is the limited opportunities available in relation to the valuation of small cap stocks. Stocks with mutual fund exposure have an average PE ratio of 58, compared to 25 for stocks without such exposure. This valuation gap raises caution among fund managers.
Another factor to consider is lower liquidity in the small-cap market. The influx of substantial amounts of money can potentially drive up prices and create unattractive valuations. This situation can become a self-perpetuating cycle that may pose challenges for investors when market cycles turn.
We provide insights into the market cap dynamics, highlighting that small-cap stocks typically represent around 10-15% of the overall market cap. In 2017, this threshold was breached, but in 2020, it fell below the 10% mark. These shifts illustrate the changing landscape of small-cap investing.
To wrap up the episode, we offer guidance on how to position your portfolio in light of small cap funds. It is advisable to limit your small-cap exposure to approximately 10-15% of your overall portfolio, considering your risk appetite and investment time horizon.
Join us in this informative discussion as we explore the world of small cap funds and provide valuable insights to help you make informed investment decisions. Don't miss out on this insightful episode!
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Pratik heads the passive business at Motilal Oswal Mutual Fund and is responsible for its Index Funds and ETFs product line.
What started out as a small sub-broking business by two individuals has grown to a full-service financial services firm offering a range of financial products and services such as private wealth, retail broking, and asset management amongst others.
Pratik discussed,
Discovering a passion for finance and deciding to pursue a career in it.
His investment philosophy and strategy
Why did he choose to start with passive funds?
The debate between passive and active investing.
Motilal's future prospects and current scenario.
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We hosted Mr. Aashish Sommaiyaa, CEO @whiteoakcapital.
Aashish brings a wealth of experience to the table, having served as the Managing Director and CEO of Motilal Oswal Asset Management Company for eight years. During his tenure, he transformed the company into a highly respected and unique equity manager, with equity assets growing from around ₹1,300 crores ($150 million) in 2013 to over ₹42,000 crores ($5.6 billion) across various investment avenues such as portfolio management services, alternative investment funds, offshore funds, and domestic mutual funds.
We discussed,
Aashish’s journey into the asset management space and the motivation behind leaving your previous employer - Motilal Oswal – to join WhiteOakMarkets are at an all-time high right now and we generally see a lot of investor excitement at these levels. Yet this is where it has been broadly gyrating over the last 18 months. Advise investors at this stage Reading too much into what's happening in the US and making investment decisions based on thatImportance of asset allocation and risk profiling when making investmentsInternational investments and the case for allocating a % of one’s portfolioWhere should an investor begin his/her investment journey? Get too last into picking the best stock, fund, active/passive, large/mid/small etc. Too much noise Looking back over the past 24 years, if there's something that you would have done differently.Hosted on Acast. See acast.com/privacy for more information.
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For this episode of our show, we had a guest speaker, Mr. Jayant Pai, who is serving as Chief Marketing Officer of Parag Parikh Mutual Fund.
Jayant heads the online and offline marketing functions of PPFAS AMC. Prior to joining this, he worked in a
similar capacity at Parag Parikh Financial Advisory Services – the sponsor company of the fund.
In this episode we discussed,
The journey of PPFA from 64 crores of AUM to over 35,000 crores todayWhat's the PPFAS's approach toward funds?Value vs Growth Investing How do you handle client anxiety during periods of downturn and what would your advice be to investors to smoothly get through such a period?Stream now to explore more
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In this episode, we discuss Interest Rate Movements: How to position your Debt Portfolio
What do we mean by interest rate in the context of investingHow do changes in repo rate affect the pricing of debt instrumentsGiven the rate hike of 250 bps over the last year, how did that impact the bond prices?Where are we right now wrt to the interest rate cycle and What should the strategy look like now?Tune in to know more!
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Factor-Based Investing: Everything you need to know.
In this episode, we discuss various aspects of Factor-Based Investing including
What is Factor-Based Investing?What are the common factors that are used in markets?Key points in mind when investing in factor-based investing.How can one invest based on these factors?Tune in to know more!
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Active v/s Passive investing -- which one is really suitable for me ? This is a question that bothers a lot of individual investors today. In this episode, we are going to discuss:
a. What is Active and Passive style of investing ?
b. Benefits of Active and Passive investing
c. Differences between Active and Passive investing
d. How can one invest actively and passively ?
e. Which one should one consider when constructing their overall investment portfolio ?
Tune in to the episode to know more!
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Alternative investments are investments that fall outside traditional investment avenues like stocks and bonds. They can stretch from real estate, private equity to P2P lending, invoice discounting, arts & collectables etc. In this episode, know:
a. What are alternative investments ?
b. 4 reasons to have alternative investments in your portfolio
c. Risks associated with investing in alternative assets
d. % of the portfolio to allocate to alternative investments
Tune in to know more.
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Goal based investing is a process of converting your wants/needs like home purchase, child's education, wedding etc. into clear actionable financial goals. In this podcast, we are going to discuss:
a. What is Goal-based investing and why is it important ?
b. 5 key ingredients of Goal-based investing
c. Example of how to do Goal-based investing
Tune in to this episode to learn more.
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Mutual Funds v/s PMS -- This is a question that bothers a lot of investors in India. People often think they are similar but their only similarity is that they are managed by a professional fund manager. In this episode, we will talk about:
a. What is a Mutual Fund and a PMS?
b. How are they similar?
c. How do they differ from each other?
d. When should one consider investing in a PMS?
Tune in to know more.
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Asset allocation is the process of splitting one's investments into different asset classes like equities, debt, cash, gold etc. It is considered to be one of the most important constituents of portfolio performance. In this episode, we will talk about:
a. What are the different asset classes?
b. What do you mean by asset allocation?
c. Why is asset allocation so important?
d. Different asset allocations for personal financial goals like vacation, emergency funds, retirement etc.
Tune in to know more!
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