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We Have The Receipts


1 Battle Camp: Final 5 Episodes with Dana Moon + Interview with the Winner! 1:03:29
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Finally, we find out who is unbeatable, unhateable, and unbreakable in the final five episodes of Battle Camp Season One. Host Chris Burns is joined by the multi-talented comedian Dana Moon to relive the cockroach mac & cheese, Trey’s drag debut, and the final wheel spin. The Season One Winner joins Chris to debrief on strategy and dish on game play. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…
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Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
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982 episodes
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Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
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1 Rohit Singhania on Market Recovery, Key Sectors, and Investment Strategy | DSP Mutual Fund Insights 30:00
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In this discussion, Rohit Singhania, Co-Head of Equities at DSP Mutual Fund, shares his views on market volatility, the sectors crucial for India’s market recovery, and his disciplined investment strategy. Singhania discusses the outlook for sectors like Financials, IT, and Energy, providing insights into their potential to drive long-term growth despite global uncertainties. He also elaborates on how he selects stocks based on business fundamentals and valuations, emphasising the importance of patience and cautious optimism in volatile market conditions. #RohitSinghania #DSPMutualFund #IndianEquities #ValueResearch #MarketRecovery #Financials #ITSector #EnergySector #InvestmentStrategy #StockSelection #MarketVolatility #EquityInvesting #FundManagement…
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1 Aditya Pagaria on Fixed Income Investing Amid Global Uncertainty | Axis Mutual Fund Insights 21:29
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In this interview, Aditya Pagaria, Senior Fund Manager (Fixed Income) at Axis Mutual Fund, shares his outlook on the Indian debt market amidst recent RBI rate cuts and global economic uncertainty. He highlights the opportunities within the fixed-income space, advising investors on how to lock in higher yields, assess creditworthiness, and adapt to changing market conditions. Pagaria also discusses his strategic approach to managing debt portfolios, including the use of liquidity and tactical adjustments to capture the best returns in both rising and falling interest rate environments. #FixedIncomeInvesting #AxisMutualFund #DebtFunds #ValueResearch #RBI #InflationControl #InterestRates #InvestingInIndia #InvestmentStrategy…
Investing in foreign stocks is about owning great businesses, not just avoiding domestic market downturns
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1 Where to Invest ₹1 Crore Retirement Corpus? 16:30
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Discover how to turn your ₹1 Crore retirement corpus into a steady income powerhouse—without sacrificing growth or security!
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Something is fundamentally wrong if you can't leave your portfolio alone for a week
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1 What Should Be Your Fixed Income Strategy Now? 13:56
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Is your fixed income strategy ready for today’s market? Join Dhirendra Kumar for expert insights on navigating uncertainty!
Costly investing mistakes reveal more about us than the market
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1 Kotak Mahindra MF's Abhishek Bisen Talks Stability and Opportunity in India's Debt Market 24:11
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Join Abhishek Bisen, Head of Fixed Income at Kotak Mahindra Mutual Fund, in this exclusive interview as he shares his expert views on India’s resilient debt market amidst global volatility and RBI rate cuts. With 18 years of experience navigating market cycles, Abhishek highlights the key role of liquidity and risk management in bond investments. He discusses how India’s debt market remains stable and attractive, despite rising global yields, and provides valuable insights into asset allocation strategies for investors in today’s environment. Tune in for a deep dive into fixed-income opportunities and strategies for navigating changing yields and inflation dynamics. #ValueResearch #IndianDebtMarket #AbhishekBisen #KotakMahindra #FixedIncome #DebtInvestment #RiskManagement #BondYields #AssetAllocation #RBIRateCuts #InvestmentStrategy Tags: Abhishek Bisen, Kotak Mahindra Mutual Fund, Fixed Income, Indian Bonds, Debt Market, Risk Management, Investment Strategy, RBI Rate Cuts, Yield Locking, Inflation, Asset Allocation, Portfolio Management, Value Research…
Panic sells, but Indian investors aren’t buying it
In the rush for 'hot' investments, corporate governance remains the bedrock of sustainable returns
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1 From Data to Decisions: Nimesh Chandan’s InQuBe Edge to Outperform the Market 30:44
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Value Research sits down with Nimesh Chandan, CIO at Bajaj Finserv Mutual Fund, to unravel his InQuBe framework—the fusion of informational, quantitative, and behavioural edges that powers contrarian, market‑beating investment decisions. Learn how Nimesh blends top‑down mega‑trend analysis with bottom‑up stock screeners, employs pre‑mortem valuation scenarios, and uses Kelly‑based position sizing alongside strict stop‑loss and event triggers. #ValueResearch #BajajFinserv #NimeshChandan #InQuBe #EquityInvesting #AlphaGeneration #ContrarianInvesting #BehavioralFinance #PortfolioStrategy #MegaTrends Tags: Nimesh Chandan, Bajaj Finserv Mutual Fund, Value Research, InQuBe Framework, Equity Markets, Risk Management, Top‑Down Investing, Bottom‑Up Stock Picking, Alpha Strategies, Contrarian Approach…
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1 Investing in Gold: Will It Shine in Your Portfolio? 11:47
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Is gold still the ultimate hedge? Find out which form of gold is right for your portfolio in our latest Investors' Hangout!
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1 Invesco's Alpha Playbook: Amit Ganatra's Secrets to Equity Success 35:22
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In this episode, Amit Ganatra, Head of Equities at Invesco Mutual Fund, takes you through his journey and unveils Invesco's disciplined, in‑house six‑category stock selection process. He explains how a high‑quality portfolio focus and strict risk‑management levers delivered alpha across market cycles. He also breaks down the turnaround strategies behind the Midcap Fund's 2024 comeback and the all‑weather Large & Midcap Fund's outperformance. #ValueResearch #AmitGanatra #InvescoMutualFund #EquityResearch #InvestmentPhilosophy #RiskManagement #IndianMarkets Tags: Value Research, Amit Ganatra, Invesco Mutual Fund, Equity Markets, Stock Selection, Portfolio Construction, Risk Management, Midcap Fund, Large & Midcap Fund, Indian Equities, Investment Strategy…
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Value Research

1 Money Masters: Samir Arora of Helios Capital on Building Long‑Term Alpha 46:16
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In this episode of Money Masters, Dhirendra Kumar sits down with Samir Arora, Founder and Fund Manager at Helios Capital, to unpack the firm's six‑category investment framework that delivers high‑confidence, long‑term alpha in Indian equities. Aurora shares how Helios Capital uses disciplined two‑to‑three‑year holding periods, rigorous governance filters, and a balanced growth‑value approach to navigate market cycles, manage risk, and consistently outperform. Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy. #ValueResearch #DhirendraKumar #MoneyMasters #SamirArora #HeliosCapital #EquityInvesting #AlphaGeneration #InvestmentFramework #IndianMarkets Tags: Samir Arora, Helios Capital, Fund Manager, Equity Strategy, Stock Selection, Long‑Term Investing, Risk Management, Portfolio Construction, Indian Equities, Money Masters, Dhirendra Kumar, Value Research…
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Value Research

1 Market Volatility and Factor Investing: Insights from Bhavesh Jain of Edelweiss MF 32:39
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In this insightful podcast, Bhavesh Jain, Co-Head of Factor Investing at Edelweiss Mutual Fund, discusses how global factors, like US tariff measures and geopolitical tensions, are impacting market volatility and Indian equities. He explains the fund house's approach to multi-cap investing, with a focus on growth, quality, value, and momentum, and shares how this factor-based strategy helps the fund navigate volatile markets. Bhavesh also provides valuable insights on diversified portfolios, the importance of asset allocation, and how retail investors can manage risk during market turbulence. Tune in to learn how disciplined, long-term investing and a well-balanced portfolio can provide protection against market volatility and generate consistent returns. #FactorInvesting #BhaveshJain #EdelweissMF #MarketVolatility #InvestmentStrategy #EquityInvestment #IndianEquities #AssetAllocation #SIP #PortfolioDiversification #InvestingWisdom #MutualFunds #FinancialPodcast #ValueResearch Tags: factor investing, Bhavesh Jain, Edelweiss Mutual Fund, market volatility, equity investing, portfolio diversification, asset allocation, investment strategies, retail investing, mutual fund podcast, financial planning, risk management, investment advice, SIP, gold investment, market recovery, economic growth, Indian markets, Value Research…
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Value Research

Want to build lasting wealth with mutual funds? Don’t miss the 5 essential rules in this podcast of Investors' Hangout!
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Value Research

1 Chandraprakash Padiyar on Tata Asset Management's Small-Cap Success and Investment Strategies 49:49
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In this interview, we sit down with Chandraprakash Padiyar, Senior Fund Manager at Tata Asset Management, to discuss his investment philosophy, his approach to managing small-cap funds, and how he navigates market volatility. With nearly 25 years of experience in equity markets, Padiyar shares his insights on growth at a reasonable price (GARP), the importance of free cash generation, and why selective stock-picking is key to long-term success. Tune in to hear how Tata's small-cap fund has held up well during market corrections and what Padiyar believes are the secrets to successful investing in today's market environment. #ChandraprakashPadiyar #TataAssetManagement #SmallCapInvesting #GrowthAtReasonablePrice #InvestingPhilosophy #MarketVolatility #FundManagerInsights #MutualFunds #InvestmentStrategy #ValueResearch…
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Value Research

1 Harshad Borawake on Mirae Asset's Strategy & Market Outlook: Navigating the Challenges 26:15
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In this exclusive interview, we dive into an insightful conversation with Harshad Borawake, Head of Research and Fund Manager at Mirae Asset Investment Managers. With nearly 20 years of experience in fund management, Borawake shares his perspectives on navigating the recent market correction, his growth-at-a-reasonable-price (GARP) investment philosophy, and how Mirae's hybrid funds are adapting to the evolving market dynamics. He also discusses the impact of government policies, sector-specific trends, and the steps being taken to improve fund performance in a challenging environment. Tune in to hear valuable insights on investing during times of volatility, focusing on quality businesses, and adapting to market changes. #HarshadBorawake #MiraeAsset #InvestmentStrategy #FundManagement #MarketCorrection #HybridFunds #GARP #StockPicking #InvestmentPhilosophy #LongTermInvesting #FinancePodcast…
The Nobel laureate's last decision offers profound insights for investors
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Buffett's wisdom requires expertise most of us don't have
Why you shouldn’t be scared of the ongoing small-cap downturn
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Value Research

1 Holi Hai! But Is Your Portfolio in the Red? 15:24
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Recent market corrections have left many portfolios 'red'. But don't worry, it's not the end! In this week's Investors' Hangout we will teach you how to get your portfolio back on track!
Bearish voices grow louder when markets crash, but history favours the patient investor
Women may be better investors than men, but do we need special financial products for them?
Market dips hurt, but history offers comfort
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1 Retirement Planning: Why Women Should Start Early 18:43
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Ladies, secure your future—learn why retirement planning is a must and how to start today!
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1 📈 Market Insights & Investment Strategy with Harsha Upadhyaya | Kotak AMC 25:12
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How should investors navigate today's volatile market? In this exclusive conversation, Harsha Upadhyaya, CIO-Equity at Kotak Mahindra AMC, shares his expert take on: Why market volatility persists despite an investor-friendly budget Key triggers for market recovery in the coming months The valuation outlook for large caps vs mid and small caps How Kotak AMC's investment philosophy balances growth and valuation Sectoral trends, multi-cap strategies, and new-age businesses Whether you're a seasoned investor or just starting, this episode offers valuable insights on equity investing, portfolio strategy, and market trends. Listen now to gain expert market perspectives! #StockMarket #Investing #MutualFunds #KotakAMC #EquityInvesting #LargeCap #MidCap #SmallCap #MarketVolatility #GrowthInvesting #InvestmentStrategy #ValueResearch…
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Value Research

1 Large-Cap Investing Reimagined: Inside Samco's Momentum Strategy with Viraj Gandhi 12:38
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Is it time for large caps to make a comeback? In this exclusive conversation, Viraj Gandhi, CEO of Samco Mutual Fund, explains why the Samco Large Cap Fund NFO takes a momentum-driven approach to large-cap investing. Why large caps are poised for strong returns How the CARE Momentum Strategy works The key to identifying stocks entering and exiting momentum Managing risks in momentum investing Why this fund could be a core portfolio holding Listen now and decide if it's time to rethink your large-cap strategy! #Investing #StockMarket #LargeCap #MomentumInvesting #SamcoMutualFund #MutualFunds #NFO #EquityInvesting #FundManagement #SmartInvesting #ValueResearch…
Market pessimism creates opportunities, but only for those who've trained themselves to yawn
When cheap stocks are bargains and when they’re just traps
When investing morphs into betting, everyone loses except the house
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1 Investing in Chaos: Cut the Hype, Ignore the Noise! 21:29
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Confused by market noise? Learn how to invest smartly amid chaos and cut through the hype!
Why human emotions can be our own worst enemy
Market turmoil from tariff wars offers a masterclass in investor psychology
Even skeptics may need to reconsider gold's role in a changing global financial order
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Value Research

1 Markets in Turmoil: What Should Long-Term Investors Do Now? 7:34
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The markets are in turmoil, with the Sensex crashing over 3,000 points amid global uncertainties like Trump's tariff shock and fears of a looming recession. So, what does this mean for long-term investors?
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1 Building a Resilient Portfolio in Volatile Markets 15:12
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Is your portfolio prepared for market volatility? Find out how to build resilience in our latest Investors' Hangout!
Rigid definitions can limit our understanding of how wealth grows
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1 Strategic Investing Insights with Mayur Patel: Growth, Value, and Market Trends 32:14
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Listen in to this conversation with Mayur Patel, Fund Manager at 360 ONE Asset, as he shares his journey from Tata Motors to managing investments, his approach to growth and value investing, and how his experience shapes the way he picks stocks for his portfolio. With insights on small-cap investing, sectoral trends, and key market opportunities, Mayur delves into the importance of capital efficiency, cash flow generation, and governance when selecting investments. He also discusses the impact of macroeconomic factors like government capex, consumer discretionary growth, and global risks. Tune in to learn how Mayur balances growth with value to consistently deliver strong returns. #ValueResearch #MayurPatel #InvestingStrategy #GrowthVsValue #360ONEAsset #StockSelection #MarketTrends #InvestingInsights #IndianEquity #FundManagement #SmallCapStocks #InvestmentPhilosophy…
Quality small caps stand tall in this market downturn
Charlie Munger's mental tricks offer powerful investing wisdom
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Value Research

What if your portfolio is missing out on the world's biggest wealth creators? Watch this episode & find out!
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Value Research

1 Ashish Gupta on India's Growth, Axis AMC's Strategy & Navigating Market Challenges 45:12
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In this insightful interview, Ashish Gupta, Chief Investment Officer at Axis Asset Management, discusses India’s growth trajectory, his strategy at Axis AMC, and how he navigates market corrections. With over two decades of experience, Gupta shares his thoughts on reshaping the firm’s investment approach, focusing on diversification, risk management, and long-term value creation. He also sheds light on how he remains optimistic about India's economic growth despite the current market challenges. Tune in to hear more about India's outlook, quality investing in a challenging market, and strategies to identify growth opportunities. #AshishGupta #AxisAMC #IndianEconomy #InvestingInIndia #MarketOutlook #GrowthStory #FundManagement #InvestmentStrategy #AxisBluechip #MarketCorrection #IndiaGrowth #FinancialMarkets #ValueResearch…
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Value Research

1 Building Wealth with Patience: Anand Shah’s Investment Philosophy & Journey 58:49
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In this episode of Money Masters, Dhirendra Kumar moderates a deep dive into the investment philosophy of Anand Shah, CIO of PMS & AIF at ICICI Prudential Mutual Fund. With over 25 years of experience, Anand shares insights on building wealth through mutual funds, managing risk, and the importance of patience in investing. He takes us through his early career, the lessons learned from the dot-com bubble, and his framework for identifying strong businesses with sustainable growth. Tune in to understand how a bottom-up approach, a clear goal, and avoiding emotional decisions can lead to long-term investment success. #ValueResearch #DhirendraKumar #MoneyMasters #AnandShah #InvestmentPhilosophy #WealthBuilding #PMS #MutualFunds #RiskManagement #LongTermInvesting #FinancialGoals #ICICIPrudential #InvestmentJourney #StockMarketSuccess #InvestmentStrategy…
Success in investing comes from interrogating your decisions, not seeking certainty
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Discover how diversification, asset allocation, & rebalancing can help you weather market storms.
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Value Research

1 Navigating Market Volatility with Daylynn Pinto | Bandhan AMC's Investment Playbook 28:52
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'Volatility isn't the enemy—impatience is.' In this interview, we sit down with Daylynn Pinto, Senior Fund Manager (Equities) at Bandhan AMC, for an in-depth conversation on market volatility, shifting valuations, and finding value in uncertain times. Key Insights: Is Market Volatility Here to Stay? How investors should adapt What Will Trigger India's Next Market Rally? Will China Divert Foreign Capital Away from India? The Real Story Behind Bandhan Funds' Performance Where Pinto Sees Value in Today's Market His Contrarian Approach to Mid and Small-Cap Investing ' In volatile markets, it's not about timing the perfect moment—it's about staying strategic and patient.' — Daylynn Pinto Tune in now to gain insider insights and learn how a seasoned fund manager is positioning portfolios for future growth. #ValueResearch #Investing #DaylynnPinto #BandhanAMC #MarketVolatility #StockMarketIndia #EquityInvesting #MutualFunds #InvestmentStrategy #ValueInvesting #IndianMarkets…
When ‘passive’ funds require active decision-making, something is deeply wrong
What does it mean when even gold stored by governments is suspect?
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Good investing is about patience, not constant activity.
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Value Research

Mid & Small Caps: Is the rally sustainable, or should you tread cautiously?
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Value Research

1 Market Volatility, Investment Strategies & Sector Outlook with Shridatta Bhandwaldar 42:23
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In this insightful episode, we sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, to discuss the current state of the Indian equity markets, investment strategies, and sector outlooks. What's driving market volatility, and will it subside? The impact of global capital flows on Indian equities How valuations are shaping up across large, mid, and small caps Key triggers for economic growth in the coming quarters Sector-wise opportunities and risks after the recent market correction Shridatta also shares his investment philosophy, lessons learned from past market cycles, and strategies for navigating changing market dynamics. Whether you're a seasoned investor or just starting, this conversation is packed with valuable insights. Tune in now for expert market perspectives! #ValueResearch #Investing #StockMarket #MutualFunds #MarketVolatility #EquityMarkets #InvestmentStrategy #WealthBuilding #IndianEconomy #FinancePodcast #ShridattaBhandwaldar #CanaraRobecoMutualFund…
Why being a patient investor can do wonders for your wealth
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With tax incentives fading, will your savings survive the spending surge? find out how to protect your financial future!
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1 Exploring Factor Investing and Its Impact on Fund Performance | Bharat Lahoti, Edelweiss Mutual Fund 30:53
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In this episode, Bharat Lahoti, Co-Head of Factor Investing at Edelweiss Mutual Fund, reveals how multi-factor models drive consistent performance, even in today’s volatile market conditions. Learn how Edelweiss Large-Cap Fund outperforms the BSE100, the strategy behind the Edelweiss IPO Fund, and why factor investing is key to beating inflation with lower volatility. Bharat also shares valuable insights on: The power of diversification and sectoral rotation in fund performance How multi-factor models outperform single-factor funds in the long run Tips for selecting factor funds in current market conditions Why Edelweiss Large-Cap Fund consistently delivers better returns Tune in for a deep dive into the world of factor investing and actionable tips to improve your investment strategy. Listen now and subscribe for more expert investment advice! FactorInvesting #EdelweissMutualFund #StockMarket #InvestingTips #BharatLahoti #InvestmentStrategies #FundManagement #LongTermInvesting #MarketTrends #FinancialPlanning #ValueResearch…
Often, knowing what not to invest in is more valuable than knowing what to invest in
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Critics call for financial freedom of choice, but experience suggests that behavioural nudges create lasting investment habits
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Value Research

If you've ever second-guessed your investment decisions, this episode of Investors' Hangout is a must-watch!
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1 From Engineer to Investment Leader: Mahesh Patil on Stock-Picking, Risk, and Market Trends 40:31
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In this insightful episode, Mahesh Patil, CIO of Aditya Birla Sun Life AMC, shares his journey from engineering to leading one of India's top asset management firms. He breaks down his investment philosophy, stock-picking strategies, and how he navigates market cycles. Tune in to learn how active large-cap funds can still outperform benchmarks, the key sectors to watch in 2025, and the biggest lessons he has learned over two decades in the industry. Listen now to gain expert insights into equity investing, risk management, and portfolio construction! #Investing #StockMarket #MutualFunds #FinancePodcast #WealthManagement #EquityResearch #MarketTrends #MaheshPatil #FundManagement #AdityaBirlaSunLifeAMC #ValueResearch Tags: Mahesh Patil, Aditya Birla Sun Life AMC, Investing, Stock Market, Mutual Funds, Finance, Equity Investing, Portfolio Management, Risk Management, Market Trends, GARP Strategy, Large Cap Funds, Wealth Creation…
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1 Tax relief brings cheer, but savings could take a hit 5:19
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Budget 2025's generous income tax benefits will ease middle-class pressure, yet the move away from tax-incentivised investments raises concerns about long-term financial planning
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1 Union Budget 2025: Key Takeaways & Insights with Dhirendra Kumar 9:08
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Union Budget 2025 decoded! Find out what it means for YOUR money with Dhirendra Kumar – Watch now!
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When giants fall, only few rise again—choose wisely
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We shouldn't underestimate how tax policy shapes our financial future; the Union Budget should reflect this.
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Value Research

The DeepSeek affair shows why knee-jerk reactions to news rarely serve investors well
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1 Navigating Market Turbulence: ICICI Pru’s Ihab Dalwai on Investing Amid Uncertainty 26:27
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Join us as Ihab Dalwai, Fund Manager at ICICI Prudential AMC, shares his insights on navigating India’s volatile equity markets. With the Sensex down nearly 11% in the past four months, Dalwai discusses why market fluctuations are here to stay, what catalysts could drive a recovery, and his counter-cyclical investment philosophy. Discover his take on quality stocks, mid- and small-cap opportunities, and tactical asset allocation strategies for 2025. Whether you're a seasoned investor or just starting, this episode is packed with valuable insights! Tune in now and stay ahead of the markets! #StockMarket #Investing #MarketVolatility #ICICIPru #MutualFunds #Sensex #Nifty #WealthManagement #InvestmentStrategy #PersonalFinance #MidCapStocks #SmallCapStocks #QualityInvesting #FundManagerInsights Tags: Investing, Market Trends, Mutual Funds, ICICI Prudential Mutual Fund, Financial Planning, Tactical Asset Allocation, Investment Strategies, Equity Markets, Indian Economy, Wealth Creation, Value Research…
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Value Research

As India's investors get younger, some timeless wisdom is mixed with new realities
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Why social media is making a modest market decline feel like a huge crisis
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1 Financial Planning 101: The Ultimate Guide for Millennials 17:00
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Millennials, master the art of money management and start building your wealth—don't miss this episode!
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1 Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar 46:03
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How do India's top fund managers think about value investing? In this exclusive interview, Raunak Onkar, Fund Manager & Research Head at PPFAS Mutual Fund, shares his journey from an unconventional start in equity investing to managing the renowned Parag Parikh Flexicap Fund and ELSS Fund. Raunak discusses key investment principles inspired by Warren Buffett and Benjamin Graham, portfolio strategies for navigating market cycles, and how PPFAS identifies emerging leaders amidst volatility. He also offers actionable tips for beginners on portfolio allocation, stock selection, and risk management. Key Takeaways: The art of portfolio construction and cash management Lessons learned from industry stalwarts Parag Parikh & Rajeev Thakkar Strategies for valuing companies and spotting market opportunities How to approach portfolio allocation and avoid common investor pitfalls If you're an investor looking to sharpen your strategy—whether you're a beginner or a seasoned pro—this episode is packed with valuable insights. #ValueResearch #ValueInvesting #PPFAS #PPFASMutualFund #RaunakOnkar #MutualFunds #StockMarket #InvestingInsights #ParagParikhFlexicap #ELSSFund #PortfolioManagement #WarrenBuffett #BenjaminGraham #FinancialPlanning…
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Value Research

Some scamsters still prefer the personal touch in an age of digital fraud
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Value Research

For long-term investment success, these three basic principles matter more than market predictions
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Value Research

1 NFO Spotlight: Groww's Railways PSU Fund – CEO Varun Gupta Shares Insights 13:48
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Are Indian railways the next big investment opportunity? Listen in to an exclusive conversation with Varun Gupta, CEO of Groww Mutual Fund, as he delves into the launch of the Groww Nifty India Railways PSU Index Fund. Learn how India's railway sector presents a compelling investment opportunity driven by significant government infrastructure spending, extensive modernisation initiatives, and transformative plans for both freight and passenger services. Whether you're a seasoned investor or just exploring thematic funds, this episode is packed with actionable insights. Topics covered: The transformation of India's railways ecosystem Government's ambitious railway growth plans (Vande Bharat, bullet trains, freight corridors) Benefits and risks of investing in the Nifty India Railways PSU Index Fund Why this fund is a satellite allocation, not a core portfolio play Don't miss this deep dive into the railways sector and its investment potential! #Investing #IndianRailways #ThematicFunds #Groww #MutualFunds #GrowwMutualFund #PSUInvestments #NiftyRailways #RailwayStocks #IndiaGrowthStory #ETFs #ValueResearch #NFO #NewFundOffer…
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1 Market Turbulence: Should You Stay Invested or Make a Move? 13:03
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Markets are falling—will you panic or profit from the opportunity? Find out how in this podcast from Dhirendra Kumar.
Why your mutual fund collection probably needs a weight-loss programme
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1 Sailesh Raj Bhan on Why Overpaying for Growth is the Biggest Investing Mistake 38:05
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In this must-listen episode, Sailesh Raj Bhan, Chief Investment Officer (CIO) for Equity Investments at Nippon India Mutual Fund, shares 25+ years of wisdom on navigating market volatility and building resilient portfolios. Managing over Rs 83,000 crore in assets, Bhan explains why avoiding overpaying for growth is a timeless principle and how recent market corrections are a wake-up call for investors. He dives into mid- and small-cap valuations, the importance of asset allocation, and strategies for long-term wealth creation. Whether you're a first-time investor or a seasoned pro, this episode offers actionable insights to sharpen your investment game. #InvestSmart #SaileshRajBhan #MutualFunds #EquityInvestments #LargeCapInvesting #MidCapValuations #AssetAllocation #MarketVolatility #NipponIndiaMutualFund #LongTermWealth #SmartInvesting #PortfolioRebalancing #NipponIndiaMutualFund Tags: Equity Investing, Mutual Funds, Large-Cap Funds, Mid-Cap Funds, Asset Allocation, Risk Management, Volatility, Investment Strategies, Personal Finance, Financial Markets, Long-Term Investing, Value Research, Value Research Podcast, Nippon India Mutual Fund…
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Value Research

You know how some restaurants proudly advertise thalis with dozens of dishes? Market experts are like that.
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Value Research

1 ₹1 to ₹100 Crore: Expert Strategies for Wealth Creation 23:42
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From ₹1 to ₹100 Crore: The wealth creation blueprint you can’t afford to miss!
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Value Research

1 From Risk Manager to Fund Manager: Abhishek Singh’s Secrets to Smart Investing 48:00
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In this insightful episode, we sit down with Abhishek Singh, Vice President & Fund Manager at DSP Investment Managers, as he shares his 14-year journey from options trading to managing hybrid and equity funds worth over Rs 17,300 crore. Discover how his risk-first approach, inspired by Nassim Taleb’s philosophy, drives his investment strategies. Singh also reveals his core principles for long-term wealth creation, explains the power of simplicity in investing, and provides actionable advice for first-time investors. Tune in for practical insights that can help you make smarter financial decisions! #InvestSmart #FinancialMarkets #FundManager #AbhishekSingh #InvestmentPhilosophy #HybridFunds #EquityFunds #RiskManagement #LongTermInvesting #DSPInvestmentManagers #ValueInvesting #SmartMoneyMoves #DSPMutualFund Tags: Finance, Investing, Wealth Management, Risk Management, Long-Term Investing, Hybrid Funds, Equity Funds, Mutual Funds, Nassim Taleb, Financial Advice, Market Insights, Personal Finance, Value Research, Value Research Podcast, DSP Mutual Fund…
Why years of price stagnation isn't even the real story behind diamonds' failure as an investment
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Value Research

Just as AI writing tools can't replace clear thinking, investment apps can't substitute for real investment understanding
Why going faster makes a big difference at first but becomes pointless – and dangerous – after a point
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Value Research

Unlock the secrets to choosing winning mutual funds for 2025 with expert advice from Dhirendra Kumar!
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Value Research

Those who live by the sword...
The tectonic shifts shaping India’s next decade of wealth creation
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Value Research

The power of patient investing and why doing nothing may be better than doing just anything
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Value Research

1 2025 predictions unveiled: The big lie everyone believes 4:53
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The financial media circus is back with its year-end predictions, and here's one more expert telling you to ignore experts
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Value Research

1 2024's Money Secrets: Lessons You Can't Ignore! 12:42
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2024 taught us one thing: Uncertainty is the only certainty. Learn how to navigate volatile markets, stay invested, and make smart moves for 2025 with insights from Dhirendra Kumar.
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Value Research

1 Secrets of Smart Investing with Shibani Sircar Kurian: GARP, Contra, and Market Themes for 2025 53:50
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In this insightful episode, Shibani Sircar Kurian, Senior Fund Manager and Head of Research-Equities at Kotak Mutual Fund shares her journey into equity investing and the key lessons learned over two decades of navigating volatile markets. She dives deep into her investment philosophy rooted in GARP (Growth at a Reasonable Price), managing Kotak's Contra and Focused Funds, and balancing value and growth strategies. Shibani also unpacks her thoughts on emerging themes like AI, healthcare, and Capex while advising on how to approach contrarian opportunities and avoid common pitfalls in investing. Whether you're an investor or just starting your equity journey, this episode is packed with valuable insights to sharpen your perspective.…
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Value Research

In volatile markets, the obsession with price movements can lead investors astray
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Value Research

How growing dividends can quietly build lasting wealth
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Value Research

Discover smart ways to secure your kids' future with expert advice from Dhirendra Kumar.
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Value Research

1 Why Inflation Spikes Don't Worry ICICI Prudential's Fixed-Income CIO 45:03
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In this episode, we sit down with Manish Banthia, CIO-Fixed Income at ICICI Prudential AMC, to uncover how nearly two decades of navigating debt markets have shaped his investment philosophy. From tackling the 2008 global financial crisis to emerging credit risks and rate strategies, Banthia reveals why current inflation spikes aren’t a cause for alarm. He breaks down market cycles, explains credit risk management, and shares strategies for investors in today's volatile environment. Tune in for actionable insights on fixed-income investments and portfolio diversification. Key Highlights: Why credit markets can’t afford to underestimate "tail risks" How India’s mid-cycle growth phase shapes interest rate strategies What makes target maturity funds a smart pick today Perspectives on managing US rate volatility and inflation Hashtags: #DebtMarkets #FixedIncome #InvestmentStrategies #Inflation #CreditRisks #ICICIPrudential #MutualFunds #InterestRates #TargetMaturityFunds #PodcastForInvestors…
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Value Research

This new milestone amplifies its speculative trap
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Value Research

Why setting ‘unrealistic’ targets may be the ideal approach to wealth creation
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Value Research

1 Krishna Sanghavi on Market Shifts, Sector Bets, and Equity Strategies 44:32
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Join Krishna Sanghavi, Chief Investment Officer-Equity at Mahindra Manulife Mutual Fund, as he shares his seasoned insights on current market dynamics, the role of mid- and small-cap stocks, and why consolidation is key for sustainable growth. Discover his investment principles, sectoral bets, and strategies for navigating market corrections. Learn how he approaches valuations, earnings, and opportunities in the ever-changing equity landscape. Hashtags: #EquityInvesting #MutualFunds #MarketInsights #KrishnaSanghavi #MahindraManulife #SectorOutlook #InvestmentStrategies #MidCapStocks #SmallCapStocks #FocusedFund #FinancialPlanning Tags: Krishna Sanghavi, Mahindra Manulife Mutual Fund, Equity Investing, Mutual Funds India, Sectoral Bets, Market Valuations, Mid Cap Stocks, Small Cap Stocks, Investment Strategies, Sector Insights, Focused Fund, Market Corrections, Risk Management, Spotify Interview,…
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Value Research

1 The prophet of bubbles and the power of process 4:57
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Following market predictions, even accurate ones, matters less than having a sound investment strategy
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Value Research

1 How to Invest in International Markets with Mutual Funds 7:58
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Go global with your investments, learn how to invest in international markets via mutual funds with Dhirendra Kumar
How random rewards create dangerous market superstitions
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Value Research

1 Motilal Oswal Nifty Capital Market Index Fund NFO: Insights with Pratik Oswal 16:27
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In this episode, Pratik Oswal, Chief of Passive Business at Motilal Oswal AMC, joins us to discuss the launch of the Motilal Oswal Nifty Capital Market Index Fund NFO. We explore the untapped potential of India's capital markets, the growth of retail investor participation, and the opportunity this fund offers for long-term investors. From the impact of digitisation and demat account openings to the future of financial habits in India, Pratik shares valuable insights into how this fund fits into an evolving investment landscape. Hashtags: #MotilalOswal #NiftyCapitalMarketIndexFund #IndexFund #NFO #InvestingInIndia #RetailInvestors #FinancialMarkets #IndianStockMarket #MutualFunds #EquityInvestment #SIP #InvestingForGrowth #IndiaFinancialRevolution #PassiveInvesting #StockMarketTrends #InvestmentStrategy #ValueResearch Tags: Motilal Oswal, Nifty Capital Market Index Fund, NFO, mutual funds, India capital markets, retail investors, investing in India, SIP, equity market, passive investing, thematic investing, financial markets, stock market trends, wealth creation, Value Research…
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Value Research

1 ICICI Prudential's Anish Tawakley on Value Investing, Innovation, and the Barbell Strategy 44:18
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Join Anish Tawakley, Co-CIO of Equity at ICICI Prudential AMC, as he shares his unique approach to equity investing in this insightful episode of the Money Masters Series. With an impressive background at McKinsey, Barclays, and Credit Suisse, Anish discusses his transition to fund management and his research-driven investment strategies. From the Barbell Strategy to the ICICI Prudential Innovation Fund, he breaks down how he identifies opportunities in high-quality growth companies, value investing, and innovation-led sectors. He also explores how cyclical calls, small-cap opportunities, and manufacturing trends in India shape his portfolio decisions. Don't miss this in-depth conversation on navigating markets, balancing growth and value, and positioning for long-term success! Hashtags: #AnishTawakley #ICICIPrudential #ValueInvesting #BarbellStrategy #InnovationFund #IndianEquities #CyclicalCalls #SmallCapInvesting #ICICIPrudentialAMC #MoneyMastersSeries #EquityInvesting #GrowthAndValue #ManufacturingIndia Tags: Anish Tawakley, ICICI Prudential AMC, Value Investing, Barbell Strategy, Innovation Fund, Equity Investing, Small Cap Investing, Indian Stock Market, Market Cycles, Investment Strategy, Fund Manager Insights, Indian Manufacturing, Portfolio Management, Investment Trends, Money Masters Podcast, Growth vs Value Investing, Financial Podcast, Fund Manager Interviews, Research-driven Investing, India Economic Trends, Fund House Strategy…
Public anger against health insurers isn't just an American phenomenon
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Value Research

1 Samco Multi-Asset Allocation Fund NFO: Insights with Umeshkumar Mehta 11:20
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In this exclusive episode, we explore the Samco Multi-Asset Allocation Fund NFO, featuring Umeshkumar Mehta, Executive Director and CIO at Samco Mutual Fund. This New Fund Offer (NFO) introduces a dynamic investment strategy that reallocates between equities, debt, and gold based on market trends. Umeshkumar dives into the fund’s R.O.T.A.T.E. strategy, explaining how it dynamically shifts asset class exposure, providing investors with better risk-adjusted returns. Learn how the fund uses key indicators like relative strength, volatility, and earnings yield to identify the best-performing asset classes while protecting against drawdowns during volatile market periods. Whether you're considering this NFO or simply looking for smarter ways to manage your portfolio, this episode is packed with valuable insights for navigating today’s volatile markets. Hashtags: #SamcoMutualFund #NFO #InvestmentStrategy #MultiAssetAllocation #SamcoNFO #EquityInvesting #GoldInvestment #DebtFunds #MarketVolatility #FinancialPlanning #AssetAllocation #RiskManagement #InvestmentTips #MutualFundsIndia #SamcoMultiAsset #FinancialPodcast #InvestingInGold #EconomicUncertainty Tags: Samco Mutual Fund, Samco Multi-Asset Allocation Fund NFO, Umeshkumar Mehta, Multi-Asset Allocation, R.O.T.A.T.E. Strategy, Gold Investment, Debt Fund, Equities, Asset Allocation, Risk Management, Trend Following, Drawdown Protection, Investment Portfolio, Financial Advice, Mutual Funds, Investing in Gold, NFO Launch, Market Trends, Personal Finance Podcast, Investment Insights, Stock Market Tips, Financial Strategy…
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Value Research

The market’s been buzzing with the recent surge in small-cap and mid-cap stocks—huge growth potential but also plenty of risks. Is it still worth diving in? Listen to this podcast to get all your answers.
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Value Research

1 SBI Quant Fund NFO: The Future of Data-Driven Investing? 19:10
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Dive into the SBI Quant Fund NFO in this exclusive podcast featuring Ruchit Mehta, Head of Research at SBI Mutual Fund, and Dhirendra Kumar, CEO of Value Research. Discover how this innovative fund leverages quantitative models and a multi-factor strategy (growth, value, quality, and momentum) to adapt to market trends. Learn about its stock selection framework, risk mitigation techniques, and who this fund is best suited for. Tune in now for actionable insights into the future of equity investing! Hashtags: #SBIQuantFund #NFO #DataDrivenInvesting #MutualFunds #EquityInvesting #QuantFunds #InvestmentStrategy #MarketInsights #SmartInvesting Tags: SBI Quant Fund, SBI NFO, Quantitative Investing, Mutual Fund Strategies, Data-Driven Investment, Equity Funds, Growth vs Value Investing, Risk Management, Financial Planning, Value Research Podcast, Ruchit Mehta, Dhirendra Kumar, Passive vs Active Funds, Multi-Factor Investing, Investment Trends, Smart Portfolio Management, SBI Mutual Fund Podcast, Mutual Funds India…
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Value Research

1 Union Active Momentum Fund NFO: What It Offers and Should You Invest? 19:46
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In this exclusive podcast episode, Harshad Patwardhan, CIO of Union AMC, and Dhirendra Kumar, CEO of Value Research, unravel the details behind the Union Active Momentum Fund NFO, Union AMC's first step into factor investing, and the benefits of momentum investing for Indian investors. Discover how this active momentum fund is designed to capitalise on market trends and why it’s being positioned as a game-changer. From leveraging a data-driven momentum model to mitigating risks with active rebalancing and liquidity management, the discussion highlights how the fund aims to deliver high returns while addressing the challenges of momentum investing. Harshad and Dhirendra also explore the advantages of active momentum over passive strategies, who this fund is best suited for, and how it can serve both experienced investors and those with a high-risk appetite. Key Highlights: Union AMC’s foray into factor investing with its first momentum strategy fund How frequent rebalancing and active management set this fund apart Why momentum investing appeals to short-term action-seekers and delivers tax efficiency The importance of discipline and risk management in volatile markets Who should consider this fund and how it aligns with long-term Alpha creation Tune in for a deep dive into the Union Active Momentum Fund NFO and learn how it’s designed to ride market trends and deliver outstanding performance.…
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Value Research

Ready for timeless advice that can change your financial future? We're revisiting the five most impactful pieces of advice from Dhirendra Kumar that have guided thousands of investors over the years.
When the markets fall, the difference between wealth creation and wealth destruction lies in how you react.
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Value Research

Why investors make stock market success harder than it needs to be
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Value Research

Dive into practical steps to help you declutter underperforming assets, rebalance your investments, and set yourself up for a brighter financial future.
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Value Research

1 The false choice of market timing vs value hunting 4:27
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Hope and fear, or cool analysis? The choice is clear.
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1 Fail-proof ways to invest smart & grow your wealth! 14:52
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Investing is NOT about luck. Discover how to build a solid, long-term strategy that works! with Dhirendra Kumar.
What growth and wealth should actually mean
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Value Research

1 Vinit Sambre on Mid-Cap & Small-Cap Investment Strategies: Navigating Market Challenges with DSP MF 47:47
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In this exclusive interview, Vinit Sambre, Head of Equity at DSP Mutual Fund, sheds light on the evolving landscape of mid-cap and small-cap investing. Discover his strategic approach to navigating the current market cycle, his confidence in sectors like consumer discretionary and chemicals, and how his Chartered Accountancy background shapes his investment decisions. Vinit also addresses DSP's recent performance challenges, shares insights on liquidity risks, and offers a forward-looking view of where he sees untapped potential in the market. Tune in to learn valuable strategies for long-term success and how to handle market volatility like a pro. Whether you're a seasoned investor or just starting, this conversation is packed with actionable insights you won't want to miss!…
Hopefully, investment strategy funds could become a useful alternative for well-off investors
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Value Research

Explore why it’s time to rethink your spending and how small changes can set you up for lasting financial success with Dhirendra Kumar.
A lot has changed in the mutual fund industry in the past 22 years. A lot will change in future, too.
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Value Research

How a blend of cautious optimism and long-term vision sets true equity investors apart
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Value Research

1 Tech in Your Wallet: How Digital Finance is Reshaping Personal Wealth! 19:54
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Discover how technology is reshaping personal finance - unlock the benefits, dodge the risks, and take control of your financial future!
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Value Research

1 Bhavesh Jain on Mastering Factor Investing: Edelweiss MF's Alpha-Driven Strategies and Market Risks 30:50
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In this in-depth interview, Bhavesh Jain, Co-head of Factor Investing at Edelweiss Mutual Fund, reveals the secrets behind factor-based investing and how it differs from traditional strategies. Learn how growth, momentum, and diversification play pivotal roles in driving returns and managing risks across Edelweiss funds. Bhavesh also discusses IPO stock selection, market speculation, and risk management practices that help navigate today's volatile market environment. Whether you're an experienced investor or just starting, this conversation offers actionable insights and a fresh outlook on India's investment landscape. Tune in to discover how factor investing could enhance your portfolio!…
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Value Research

1 Thematic Investing with Passive ETFs: Expert Insights & Top Trends | ABCD of ETFs - Ep 3 18:03
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In this final episode of the ABCD of ETFs series, we dive deep into thematic investing through passive strategies with Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, and Ashish Menon, Senior Mutual Fund Analyst at Value Research.
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Value Research

1 Ajay Argal on Value vs Growth, Retail Investor Boom & Navigating Market Surprises 46:31
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Dive into the mind of seasoned fund manager Ajay Argal in this insightful interview as he explores the evolving dynamics of value vs growth investing, the surprising maturity of India's retail investors, and the key lessons from managing global and domestic portfolios. Argal shares the guiding principles behind Franklin Templeton's 'growth at a reasonable price' strategy, his outlook on new-age tech companies, and the future of mid and small-cap segments. Learn how to navigate market surprises and enhance your investment approach with his valuable tips and in-depth analysis. Tune in to discover the winning strategies for long-term success in the Indian stock market.…
SEBI has set itself a tough task in making the recent changes to the derivatives rules
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Value Research

Learn how to navigate this environment wisely, without compromising on the quality of your investments.
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Value Research

1 Decoding Smart Beta ETFs: Risk, Returns & Insights – ABCD of ETFs - Episode 2 17:51
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In Episode 2 of our ABCD of ETFs series, we explore the world of Smart Beta ETFs with insights from Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, and Dhirendra Kumar, CEO of Value Research. Learn how these innovative ETFs differ from traditional equity ETFs, what factors drive their performance, and why Smart Beta ETFs might be the right fit for your investment portfolio.…
Evolving our Stock Ratings without losing sight of fundamentals
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Value Research

1 Investment Insights with Rajat Chandak: Managing ₹77,700 Crore & Winning Strategies 41:59
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In this episode, we sit down with Rajat Chandak, Senior Fund Manager at ICICI Prudential Mutual Fund, who manages over ₹77,700 crore. Rajat shares his growth-focused investment philosophy, his journey from an intern to a leader in the fund management space, and his views on the consumer discretionary sector. Learn about the strategies behind his successful funds, how he works with multiple fund managers to run the ICICI Pru Balanced Advantage Fund, and what makes a stock a worthy investment. Rajat also discusses the challenges faced by the ICICI Pru Balanced Advantage Fund and how he plans to improve its performance. This is a must-listen episode for investors looking for expert insights into India's equity markets.…
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Value Research

SEBI’s updated report on F&O trading shows the industry and big operators profiting out of retail investors’ losses
Value and risk in investing during bull markets
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Value Research

1 How NPS Vatsalya can build wealth for your child 8:47
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Discover how NPS Vatsalya can be a powerful tool for building long-term wealth for your child's future
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Value Research

1 ETF Investing 101: Expert Advice for Beginners | ABCD of ETFs - Episode 1 20:35
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In this episode of the ABCD of ETFs series, we dive into the essentials of ETF investing with Siddharth Srivastava (Head of ETF Products at Mirae Asset Investment Managers) and Ashish Menon (Senior Mutual Fund Analyst at Value Research). Learn how ETFs work, what to watch out for with tracking errors, how to select the right index, and the benefits of diversification. We also explore the risks associated with ETFs compared to mutual funds and individual stocks and give key insights on taxation for capital gains and dividends.…
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Value Research

1 From Engineering to Equity: Ashish Naik's Journey and Investment Strategies 32:26
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In this episode, we sit down with Ashish Naik, fund manager at Axis Mutual Fund, as he shares his unique journey from software engineering to the world of equity management. Ashish discusses his transition from Hexaware Technologies to finance, the lessons learned from his time at Goldman Sachs, and how his love for mathematics has influenced his investment strategies. Learn about his approach to managing 18 diverse funds, sector rotation, and finding companies with stable growth. Ashish also sheds light on improving the performance of underperforming funds like Axis Bluechip, market trends, and emerging investment themes in India. Don't miss his expert insights and valuable tips for navigating the stock market!…
Staying sensible and balanced in a euphoric market
What shape should automated, machine-driven financial advice take? Here's what I think.
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Value Research

Unlock the power of diversified, low-cost investing with index funds—watch this Investors' Hangout session to learn how!
Despite the negative hullabaloo, NPS might be your best bet for a stress-free retirement
It appears easy to win, but it is the most dangerous game
Why being fashionably late to global manufacturing could work for India
The investor’s challenge in navigating the AI revolution
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Value Research

1 The Index Investing Revolution: Why Everyone's Talking About It 10:45
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Why are index funds becoming the talk of the investing world? Listen in and discover the buzz behind their rising popularity!
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Value Research

1 Anupam Tiwari Discusses Groww Multicap Fund NFO | Key Insights for Investors 16:44
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In this exclusive interview, Anupam Tiwari, Head of Equity at Groww Asset Management, shares valuable insights into Groww Multicap Fund NFO. He explains why this multicap fund is a smart choice for both first-time investors and seasoned market players. Key points covered in this episode: Who should invest in the Groww Multicap Fund NFO? The Q-GARP strategy for balanced, long-term growth across market caps (small, mid, and large). Risk management techniques for small-cap and mid-cap stocks. The ideal investment horizon and how to approach this fund for five-year investments. If you're looking to understand how to navigate India's dynamic market and whether this multicap fund aligns with your investment goals, this is the podcast for you. Tune in to learn more about how Groww's new fund can be a valuable addition to your portfolio.…
Between the two extremes of all equity and all debt lies the wisdom of the correct approach
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Value Research

1 Surviving Market Meltdowns: Lessons from the Sensex Fall 9:45
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Did you know Sensex has bounced back from every major drop? Watch Dhirendra Kumar break down what history teaches us about staying resilient.
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Value Research

1 Sanjay Chawla on Navigating Market Volatility & Strategy 30:16
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In this exclusive interview, Sanjay Chawla, CIO-Equity at Baroda BNP Paribas Mutual Fund, unpacks his investment philosophy and how he's navigating market corrections with confidence. With over 30 years of experience in financial markets, Chawla explains his BMV (Business, Management, Valuation) approach and shares insights on sector allocation, mid- and small-cap valuations, and the disciplined strategies driving his funds' strong performance. Whether you're a seasoned investor or just starting out, gain valuable insights on managing volatility and investing for long-term growth. Don't miss out on Chawla's expert advice on aligning with growth expectations and balancing risk and reward. Key points covered: Market Corrections and Valuations The BMV (Business, Management, Valuation) Investment Philosophy Balancing Volatility and Growth in Mid- and Small-Cap Investments Strategic Multi-Cap Allocation Sector-Specific Calls Focus on Process Over Performance Hashtags: #Investing #MarketInsights #MutualFunds #InvestmentStrategy #SanjayChawla #BarodaBNPParibasMutualFund #StockMarket #FinancialPlanning #EquityInvesting #GrowthStocks #Podcast #ValueResearch…
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Value Research

Charlie Munger's ‘poverty’ has become a topic of online conversations, but it’s utterly irrelevant for investors
If your investing life is like a computer game, you’re doing it wrong. It should be like watching a tree grow.
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1 Special 300th Episode: Unlock Wealth Creation with Mutual Funds! 38:19
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Tune in to discover how to harness the power of compounding, sidestep common investing pitfalls, and build a strong foundation for a prosperous financial future!
Why simplicity, not complexity, is key to building your wealth
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1 Inside UTI Flexicap's Struggles: Ajay Tyagi's Candid Interview 42:49
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In this candid interview, Dhirendra Kumar speaks with Ajay Tyagi, Head of Equity at UTI, as he tackles the tough questions about the recent underperformance of the UTI Flexicap Fund. With over 25 years of experience in India’s equity markets, Tyagi sheds light on the disciplined strategy guiding the fund, his commitment to quality over hype, and what he's learned from periods of lagging returns. From addressing investor concerns to sharing his cautious views on trending sectors, Tyagi offers a transparent look at the challenges and resilience required to navigate turbulent markets. Tune in to understand why UTI doubled down on certain investments like Zomato, how Tyagi balances conviction with caution, and what adjustments he’s making to steer the Flexicap Fund back to strong performance. Whether you’re a current investor or considering UTI Flexicap, this is an essential listen for insights into the mindset and strategy of a top fund manager facing adversity. Key Topics: Addressing the underperformance of the UTI Flexicap Fund Lessons learned from challenging market cycles and underperformance The disciplined investment philosophy behind UTI’s Flexicap Fund Why UTI doubled down on Zomato despite market scepticism Risk management and sector positioning in uncertain times Hashtags: #UTIFlexicapFund #Underperformance #AjayTyagi #InvestmentChallenges #EquityFundManagement #StockMarketDownturn #InvestmentStrategy #DhirendraKumar #ValueResearch #FinancialPodcast #MarketCycles #InvestorConcerns #PortfolioManagement #UTI…
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Value Research

A simple guide to keeping calm during market turbulence
The markets seem headed downwards. It’s time to (not) worry.
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