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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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

Website: (https://daulat.co.in)

Instagram: (https://www.instagram.com/daulatindia/

Twitter: (https://twitter.com/DaulatIndia)

Facebook: (https://www.facebook.com/daulatfinance)

LinkedIn: (https://www.linkedin.com/company/daulat-india/)

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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 Approach
• Growth vs. Value Investing
• Current Small Cap Market Trends
• Indian Equity Market vs. Asia
• Optimal Stock Exit Strategies
• Assessing Company Management
• Active vs. Passive Investing
• Retail Investor Guidance

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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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