Moneywise

Tune in for an exciting episode of the Moneywise Podcast, where host Seetal Iyer is joined by Pankaj Ladha, a seasoned mutual fund distributor. They explore how salary increments and bonuses can be golden opportunities for investment, particularly in mutual funds. 

In this captivating episode of the Moneywise Podcast, our host, Seetal Iyer, is joined by Sneha Jain, Founder of WealthTrust Capital Services. Together, they delve into the world of fables to extract timeless investment lessons, focusing on the importance of strategic planning and disciplined investing.

In this episode of the Moneywise Podcast, our host, Seetal Iyer, is joined by Iqbal Singh, Founder and MD of Innovative Financial Management (IFM). 

Join us in this enlightening episode of The Moneywise Podcast as Kalpesh Ashar, an experienced Certified Financial Planner and SEBI-registered Investment Advisor, unravels the complexities of mutual funds. 

"Life certainly mirrors what a test match is. We all get two innings in which we need to bat. In investing parlance, that's pre-retirement and post-retirement innings. Just like test matches, your second innings will be dependent on how well you and your team have played in the first innings, and how well you've been able to handle your opposition - like your always inflating expenses - highlighting the importance of temperament and discipline. Unlike earlier times, both in cricket and in investment, coaches or trusted investment advisors play a very vital role." 

Rajendra Bhatia is the MD and chief wealth strategist at Arthashastra Investments Pvt Ltd, a boutique wealth management firm with over two decades of experience. In this episode of The Moneywise Podcast,  he draws parallels between one of India's greatest passions - cricket -and financial independence. He also shows us how to strategize towards a better financial future. 

Mr. Manish Gunwani heads the Equity Fund Management team for Bandhan AMC Limited. He has over 25 years of rich experience, covering the entire gamut of equity research as well as fund management. In this episode of The Moneywise Podcast, he explains the concept of small caps and highlights the relevance of investing in this segment.

Amol Joshi is founder of PlanRupee Investment Services, which helps investors with wealth management products like mutual funds, banking, insurance, equity broking etc. Amol has over two decades of experience in managing portfolios of investors and is often quoted widely across digital media.  

In this episode of The Moneywise Podcast, Amol helps us understand the importance of retirement planning, the need for investors to start planning early and the role of mutual funds in the journey of financially securing their future.

“Like in the fable of the Hare and the Tortoise, investors have to be focused on their long-term goal and move persistently towards that goal. In long-term investing, we should not get distracted from our long-term goal and must not give in to temptations like short-term market movements.” 

Kanika Kapur, Founder of Spin Wealth, has over a decade’s experience in the investment industry and is passionate about empowering women financially by helping them take control of their journey towards financial freedom.

In this episode of The Moneywise Podcast, Kanika sketches the timeless tale of the Hare and the Tortoise, highlighting how investors can plan their investment journey and work towards accomplishing their goals, comparable to the victorious turtle, who was focused and did not take a break.

“You need to start early. It is 5% brain and 95% consistency. There's a doha by Kabir about this: Dheere dheere re mana, dheere sab kuch hoye; maali seenche sau ghada, rtu aaye phal hoye. So, you need to have patience. The ingredients of creating wealth - serious wealth - are patience and discipline. Only then will you derive the benefits of compounding." 

Vinayak Sapre is a financial coach and speaker on a mission to spread financial literacy to 10 million fellow Indians. His book Dohanomics is a unique, unconventional take on finance that draws influence from poets like Kabir and Rahim to share financial wisdom.  Vinayak has trained close to 3000 MFDS across the country.

‘The financial market is about people; therefore, there is sentiment around it – at times, very positive; at times, very depressed. The idea behind balanced advantage funds is, “How do we cushion the journey of an investor over a long period of time wherein the volatility impact can be smoothened?” That is important, therefore this dynamic asset allocation comes into play. So, you’re trying to cushion the downside. At the same time, it also tries to take advantage of the sentiment factor.”  

Sachin Relekar, Senior Fund Manager – Equity at Bandhan AMC Ltd., has over two decades of rich experience in the industry. After several years of managing funds that span the full spectrum of market caps, he now focuses on quality companies that are likely to generate superior returns over the long term.

In this episode of The Moneywise Podcast, Sachin helps us understand the concept of Balanced Advantage Funds, the benefits of investing and how the dynamic asset allocation strategy could help investors tide over market volatility while leveraging opportunities in the market.