In this episode, we sit down with Aditya Khemani, Fund Manager at Invesco Mutual Fund, who manages over ₹25,000 crore across large-, mid- and small-cap strategies. He shares candid insights on:

Why earnings risk never disappears—but matters less over 3, 5, or 10 years.

How India’s macro backdrop is one of the strongest in two decades, even as cyclical slowdowns remain inevitable.

Why valuations must be judged through the lens of long-term growth and cash flows, not just near-term P/E ratios.

The importance of stock selection vs sector bets in generating alpha.

Why investors should temper return expectations to realistic low-teen outcomes.

Key structural themes—from healthcare to financialisation—that continue to drive resilience in his funds.

Khemani also explains why quality, growth, and cash flow conversion remain at the heart of his stock-picking framework, and how patient investors can still create meaningful wealth in India’s evolving markets.

If you’ve been anxious about stretched valuations or confused about how to navigate today’s mid- and small-cap rally, this conversation will give you much-needed clarity.

Lower taxes and cheaper goods sound wonderful, but are we creating a generation that can't save?

In this episode, we speak with Kirti Dalvi, Fund Manager at Mahindra Manulife Mutual Fund, who shares her perspective on:

Why she remains constructive on India despite elevated valuations.

Her investment philosophy and bottom-up stock-picking approach.

How she evaluates high P/E businesses for growth visibility and sustainability.

Key lessons learned from her mid-cap fund’s recent underperformance.

Sector outlooks, including financials and industrials.

Non-negotiables on risk management, position sizing, and sell discipline.

Dalvi also explains how she balances conviction with caution in an expensive market, what triggers a reallocation or exit, and why flexibility and humility are essential in volatile times.

This deep-dive conversation is a must-listen for investors navigating Indian equities, especially those interested in mid-caps, fund management strategy, and lessons from market cycles.

Dipping into your equity for short-term needs? It could cost you crores in the long run.

Why boring businesses often win big

Unravel the answer to every investor’s dilemma: how to balance returns and peace of mind.

Sometimes, exceptional circumstances genuinely justify breaking investment rules. Or do they?

Why retail investors mistake trading for investing and pay the price

Why Buffett's biggest regrets should reassure, not alarm you

Got 20 funds in your portfolio? That's not smart diversification — that's clutter. learn how to cut the fat and boost returns in this podcast.