Finance Happy Hour with FinCocktail!

FinCocktail
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Personal finance tops the list of things that we aren't taught in school. It's a skill everyone needs to master, but very few talk about it. Set out on this journey of money with Sayali Rai and Niyati Thaker from FinCocktail. They have cracked the code to building wealth, know how to mix the perfect finance cocktail, and are now on a mission to demystify these concepts for you. Check them out on Instagram and hear from them firsthand on the Finance Happy Hour!

  1. 05/31/2025

    How Suman Agarwal & Dr. Juhi Agarwal Built a 7-Figure Wellness Brand | Selfcare by Suman on HHwFC

    In this episode of Happy Hour from FinCocktail, personal finance experts Sayali Rai and Niyati Thaker sit down with the iconic mother-daughter duo behind one of India’s most respected wellness brands — Suman Agarwal and Dr. Juhi Agarwal of Selfcare by Suman.👩‍⚕️ Meet the Guests:Suman Agarwal is a celebrity nutritionist, wellness entrepreneur, and the founder of Selfcare by Suman. With over 20 years of experience in transforming lives through customized nutrition and lifestyle changes, she’s worked with thousands of clients — including Bollywood stars, CEOs, and everyday individuals — helping them improve not just their bodies but their relationship with food. She’s a published author, has a strong social media presence, and is widely recognized for her practical, non-fad approach to nutrition.Dr. Juhi Agarwal, her daughter, is a medical doctor with a background in integrative medicine and a specialization in gut health. She brings the science and evidence-based depth to the brand — bridging clinical research with holistic wellness. Together, they’ve expanded Selfcare by Suman from a solo practice to a full-fledged health and lifestyle business that caters to modern India’s evolving needs.💬 What we talk about in this episode:✅How Suman built her brand before wellness was a trend✅Juhi’s shift from allopathic medicine to holistic wellness✅Scaling a personal brand into a sustainable business✅The challenges of working as a family while maintaining boundaries✅Their individual approaches to managing and growing wealth✅Investment choices, financial mistakes, and lessons learned✅Why health and money are more connected than you think✅Advice for women looking to start their own ventureThis is not just a conversation about wellness — it’s about building something meaningful, navigating success and setbacks, and staying financially and emotionally grounded while doing it.If you're an aspiring entrepreneur, a health-conscious listener, or just curious about how two strong women manage life, business, and money — this episode is for you.🎧 Also available on Spotify & Apple Podcasts---------------------------------------------------------------------------------------------Find FinCocktail on other social media:Instagram: https://www.instagram.com/fincocktail/ YouTube: https://www.youtube.com/@FinCocktail LinkedIn: https://www.linkedin.com/company/fincocktail/ https://www.linkedin.com/in/sayalirai/ X: https://twitter.com/FinCocktail Website:https://fincocktail.com/--------------------------------------------------------------------------Credits:Shoot: https://www.instagram.com/_sourabh_avate_Edit: https://www.instagram.com/intriguingfilms/ https://www.instagram.com/anuragkawatra/---------------------------------------------------------------------------------------------About FinCocktail:FinCocktail by Sayali Rai & Niyati Thaker is a one-stop shop for all your questions about personal finance. It was created to help young Indians understand and embrace their personal finances. It aims to become a source of inspiration to all who want to take charge of their financial futures.This season on the Happy Hour with FinCocktail Sayali & Niyati are on a mission to find out more about the journey of money. See how money flows through the system and in and out of our lives! Handling money is not easy, but it can be made simple if you get to know your money and its workings. Building wealth is something everyone should be capable of. It's more of an art than a science and a skill that everyone can master. Let them bring you real stories from real people who have been managing their own money for a while, so you can see how different avenues exist to generate wealth and reach your dream goals! So listen on and let's build some wealth together!

    1h 13m
  2. Mutual Funds & Market Cycles: Breaking down 3 decades of investing experience ft. Prashant Jain

    05/06/2025

    Mutual Funds & Market Cycles: Breaking down 3 decades of investing experience ft. Prashant Jain

    🎙️ Masterclass in Investing with Prashant Jain | FinCocktail Podcast 🚀📈Welcome to a special episode of the FinCocktail Podcast with your hosts Sayali Rai & Niyati Thaker! 🍹💰If you’re an investor or simply someone who wants to understand how to build long-term wealth, this episode is a must-watch! We’re joined by none other than Prashant Jain, one of India’s most legendary investors, whose track record in the mutual fund industry is unmatched.🔹 Who is Prashant Jain?An alumnus of IIT Kanpur & IIM Bangalore, Prashant Jain has over three decades of investment experience. He spent nearly two decades as the Chief Investment Officer (CIO) of HDFC Mutual Fund, where he managed ₹1 lakh+ crore in equity funds—an unparalleled feat in India’s investment landscape. Under his leadership, HDFC Mutual Fund grew from ₹3,000 crore to ₹4,40,000 crore, establishing itself as one of India’s leading asset managers. He also holds the rare distinction of being the only fund manager in India to continuously manage a scheme for over 28 years, consistently outperforming the market.🔹 What You’ll Learn in This Episode:📊 Prashant Jain’s investing philosophy – What makes a great stock pick?📈 Lessons from managing India’s largest mutual funds – Key takeaways from his journey.📉 How to navigate market cycles – His approach to handling volatility and downturns.💡 Stock market trends for 2025 and beyond – What should Indian investors focus on?🔄 His new venture, 3P Investment Managers – What’s next for him and how he’s approaching long-term investing in a new era.With deep insights and practical takeaways, this conversation will help you become a smarter, more confident investor! 🎯👉 Don’t forget to like, comment, and subscribe for more expert conversations on investing and personal finance! 🔔

    46 min
  3. How to Manage ₹10,000 Crore | Vaibhav Agarwal on Investing, IPOs & Multibaggers | Motilal Oswal

    05/02/2025

    How to Manage ₹10,000 Crore | Vaibhav Agarwal on Investing, IPOs & Multibaggers | Motilal Oswal

    How do you manage ₹10,000 crore in investments and still stay grounded?In this episode of Happy Hour by FinCocktail, host Sayali Rai sits down with Vaibhav Agarwal, Chief Investment Officer at Motilal Oswal and founder of Teji Mandi, to uncover his investment journey—from starting as a CRISIL analyst to leading one of India’s top PMS & AIF portfolios.🎓 Educated at the University of Pennsylvania and London Business School, Vaibhav shares:His approach to stock selection and IPOsLessons from Raamdeo Agarwal and Motilal OswalThe emotional side of investing (behavioral finance)How to identify multibagger stocksThemes and sectors to watch out for in 2025Whether you're a beginner or a market enthusiast, this conversation is packed with insight, wisdom, and actionable advice.🔔 Don’t forget to subscribe to FinCocktail for more expert-led content on money, markets, and mindset!Disclaimer: Investing in securities involves market and other risks. Please read all related documents carefully. All views and opinions expressed, including those on political matters, should not be relied upon for developing or implementing an investment strategy and should not be interpreted as investment advice to any partyFind FinCocktail on other social media:Instagram: https://www.instagram.com/fincocktail/https://www.instagram.com/aprajitatoor/?hl=en YouTube: https://www.youtube.com/@FinCocktail LinkedIn: https://www.linkedin.com/company/fincocktail/https://www.linkedin.com/in/sayalirai/ X: https://twitter.com/FinCocktail Website:-https://aprajitatoor.com/ ------------------------------------------------------------------------------------------Credits: Shoot: Sourabh Avate Edit: https://www.instagram.com/intriguingfilms/https://www.instagram.com/anuragkawatra/ --------------------------------------------------------------------- #HappyHourWithFinCocktail #VaibhavAgarwal #MotilalOswal #InvestingIndia

    34 min

  4. 03/21/2025

    From Goldman Sachs to Veera Health: Shashwata Narain’s Mission to Transform Women’s Health | HHwFC

    What happens when a Goldman Sachs analyst turns into a healthcare entrepreneur? Shashwata Narain, co-founder of Veera Health, shares her inspiring journey from the world of finance to tackling one of the most overlooked women’s health issues—PCOS.In this episode of Happy Hour with FinCocktail, Shashwata Narain along with our partners Sayali Rai and Niyati Thaker opens up about her transition from Goldman Sachs to Wharton, where she focused on consumer and healthcare but realized that women’s health issues, like PCOS, were rarely discussed. Determined to make a change, she and her sister, Shobhita, started Veera Health—first by educating women and then by launching supplements and healthcare products to provide real solutions.She also emphasizes the importance of teaching both health and financial literacy from an early age and shares her thoughts on how women can take charge of their well-being, including during pregnancy. Plus, she gives us a peek into how she manages her money as a founder!Shashwata’s journey proves that real change starts with a bold step. Watch now to get inspired and take charge of your health and finances!00:00 - Sneak Peek! 01:41 - Intro! 02:35 - From McKinsey to Veera Health: What Sparked Her Passion for Women’s Wellness? 06:45 - The Story Behind the Name ‘Veera Health’ 07:12 - Building a Business with Family: What’s It Like Working with Her Sister? 08:58 - From Awareness to Action: How Veera Health Evolved into a Wellness Brand 11:53 - A Life-Changing PCOS Journey: How Veera Health Made a Difference 13:12 - The Dark Side of Pharma: How the Industry Misleads Women 19:02 - Navigating Postpartum Challenges: What Every Woman Should Know 21:56 - Why Women Need to See Health as an Investment, Not an Expense 24:35 - Birth Control & PCOS: Cure or Just a Quick Fix? 28:30 - The Most Shocking Discovery During this Journey

    54 min
  5. FAE Beauty: Empowering confidence, one Shade at a time with Karishma Kewalramani I HHwFC S4 E8

    03/15/2025

    FAE Beauty: Empowering confidence, one Shade at a time with Karishma Kewalramani I HHwFC S4 E8

    In this episode of Happy Hour with FinCocktail, Karishma Kewalramani, the founder of FAE Beauty, shares her incredible journey from launching the brand to landing a ₹1 Cr deal on Shark Tank India! Learn about the inspiration behind FAE Beauty, how Karishma faced early challenges in building the brand, and what it was like pitching to the sharks. From navigating the highs and lows of entrepreneurship to championing inclusivity in the beauty industry, Karishma opens up about the struggles, victories, and lessons she's learned along the way. She takes us behind the scenes of her Shark Tank experience, revealing how she landed the spot on the show, negotiated with investors, and sealed the game-changing deal! Discover what it truly means to be a successful founder, how to stay motivated despite the noise, and why financial discipline is crucial for growing a beauty brand. Karishma also shares essential tips for anyone looking to start their own beauty business and talks about the future of FAE Beauty in the years to come. If you're an aspiring entrepreneur or beauty enthusiast, this video is packed with valuable insights, inspiring stories, and practical advice that you won't want to miss! Chapters- 00:00 - Sneak Peek!  1:15 - Intro  2:00 - The FAE Story: What inspired her to launch FAE Beauty and focus on inclusivity? 4:10 - The Hustle Begins: Building FAE wasn’t easy! From skeptical manufacturers to industry roadblocks 6:23 - Enter: Shark Tank India How did she land on the show?  7:52 - The ₹1 Cr Deal! Behind the scenes of her Shark Tank pitch, negotiating with the sharks, and sealing the deal! 11:45 - The Shark Tank Effect: The grueling selection process and the massive spotlight  15:33 - What Makes a Successful Founder? 16:52 - The Weight of Inclusivity: Does championing diversity bring added pressure? How does she navigate it? 18:20 - Staying Motivated: What keeps her going despite the noise? 19:20 - Beauty and Business: Making FAE profitable—her top financial priorities right now. 21:02 - Three absolute must-know tips for anyone starting their own beauty brand. 22:12 - Business Money ≠ Personal Money The common financial mistake new founders make 25:00 - The Future of FAE: Where does she see FAE in 5-10 years? Plus, the hottest-selling FAE products! 26:51 - Rapid Fire Fun! Quick takes on beauty, business, and Karishma’s favorites! 28:33 - How consumer behavior and the industry have evolved—and where it’s headed next! 30:57 - Outro 🎧 Listen To #HappyHourWithFinCocktail On Spotify: https://open.spotify.com/show/3RgIddLsD7mAgyKrlkOsXN    Find FinCocktail and Karishma Kewalramani on other social media: Website:  www.fincocktail.com  Instagram:  https://www.instagram.com/fincocktail/   https://www.instagram.com/karishma___kk/?hl=en YouTube:   https://www.youtube.com/@FinCocktail  LinkedIn:  https://www.linkedin.com/company/fincocktail/  https://www.linkedin.com/in/sayalirai/   https://www.linkedin.com/in/karishma-kewalramani-2219b177/?originalSubdomain=in X:  https://twitter.com/FinCocktail    --------------------------------------------------------------------  Credits: Shoot:  Sourabh Avate  Edit:  https://www.instagram.com/intriguingfilms/  https://www.instagram.com/anuragkawatra/ ---------------------------------------------- Disclaimer Financial products and instruments are subject to market risks and yields may fluctuate depending on various factors affecting the markets. There is no assurance or guarantee that the objectives of a portfolio will be achieved. Please refer to the relevant Disclosure Document and Client Agreement pertaining to a Portfolio scheme for portfolio specific risk factors. The Portfolio Manager and its affiliates, and any of its officers directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, exemplary, consequential, as also any loss of profit in any way arising from the use of this material in any manner.

    31 min
  6. Money, Menus, and Mastery: Lessons from 14 Years in the Restaurant Business with Pankaj Gupta

    03/07/2025

    Money, Menus, and Mastery: Lessons from 14 Years in the Restaurant Business with Pankaj Gupta

    Our next guest for Happy Hour with FinCocktail, hosted by Sayali Rai is Pankaj Gupta, the visionary behind restaurants like Oye Kake, Taftoon, Kerala Quarters, and Cirqa 1960. He shares his incredible journey from leaving a corporate job at Citibank to launching Oye Kake 14 years ago, revealing what it takes to sustain and grow a restaurant business in a highly competitive industry.Pankaj talks about the inspiration behind his restaurants and his efforts to challenge industry stereotypes. He shares how Taftoon was born and the vision that led to its creation. He also dives into the stories of Kerala Quarters and Cirqa 1960, and how Chef Milan Gupta played a crucial role in shaping his culinary journey. Beyond the restaurants, he opens up about the financial strategies that have helped him build a thriving business, as well as key insights on managing money in an industry that many consider risky.If you are an aspiring entrepreneur, a food enthusiast, or someone looking for business and financial insights, this conversation is filled with valuable lessons. Join us for an engaging conversation with a visionary restaurateur who traded his corporate career for the kitchen. 0:00 - Sneak Peek –  1:44 - Intro – Meet the man behind Mumbai’s beloved restaurants! 2:35 - From Citibank to Butter Chicken – Ditching finance for food 5:40 - A Blind Leap into F&B —how he built Oye Kake! 8:15 - The rookie mistakes, the blunders, and the lessons learned. 12:05 - Staying Power in F&B – How do his restaurants survive in this cutthroat industry? 13:42 - Birth of Taftoon —here’s how he brought North India to Mumbai. 18:00 - Food vs. Business – The fine line between passion and commercialization. 19:55 - Reinventing Regional Food with Chef Milan Gupta  29:45 - Kerala Quarters – North done. Time to bring Kerala to Mumbai! 36:40 - Mumbai’s Restaurant Real Estate Crisis 37:20 - CIRQA: London Meets Mumbai – A cocktail bar with a global inspiration 41:20 - No Rest for the Restaurateur  44:45 - The Harsh Reality of F&B Money – Profits?  46:08 - F&B’s Big Shift – What’s changed in the industry over the past few years? 47:55 - When Do You Call It Quits? – The signs that it’s time to exit the restaurant game. 50:00 - India’s F&B Boom – Why it’s never too late to start a restaurant in India. 50:37 - Consumer Evolution – How diners have changed 54:26 - The Funding Game 57:11 - Outro  Listen To #HappyHourWithFinCocktail On Spotify: https://open.spotify.com/show/3RgIddLsD7mAgyKrlkOsXN Find FinCocktail and Pankaj Gupta on other social media:Website: Instagram: https://www.instagram.com/fincocktail/ https://www.instagram.com/kaaz01?igsh=MWlzdXZ2YzdtbXd4aw==YouTube: https://www.youtube.com/@FinCocktail LinkedIn: https://www.linkedin.com/company/fincocktail/ https://www.linkedin.com/in/sayalirai/ https://www.linkedin.com/in/pankaj-gupta-44684483?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appX: https://twitter.com/FinCocktail Facebook:-------------------------------------------------------------------- Credits:Shoot: Sourabh Avate Edit: https://www.instagram.com/intriguingfilms/ https://www.instagram.com/anuragkawatra/---------------------------------------------- DisclaimerFinancial products and instruments are subject to market risks and yields may fluctuate depending on various factors affecting the markets. There is no assurance or guarantee that the objectives of a portfolio will be achieved. Please refer to the relevant Disclosure Document and Client Agreement pertaining to a Portfolio scheme for portfolio specific risk factors. The Portfolio Manager and its affiliates, and any of its officers directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, exemplary, consequential, as also any loss of profit in any way arising from the use of this material in any manner.

    58 min
  7. Beyond the Punchlines: Anuradha Menon on Comedy, Cash & Carving Her Own Path I HHwFC S4 E6

    02/25/2025

    Beyond the Punchlines: Anuradha Menon on Comedy, Cash & Carving Her Own Path I HHwFC S4 E6

    From the glitzy days of Channel V to navigating the twists and turns of the entertainment world, Our next guest for Happy Hour with FinCocktail, hosted by Sayali Rai and Niyati Thaker, is Anuradha Menon—or as everyone knows her, Lola Kutty! On today’s episode Anuradha takes you behind the scenes of her unforgettable "Lola Times," sharing wild stories, hilarious moments, and the real challenges she faced while working in a fast-paced, male-dominated industry. But what does Lola look like today? How has her life evolved, and what is the entertainment world like now through her eyes? She opens up about how she’s managing her finances, the changes in comedy over the years, and what it’s like to stay true to herself in an industry that’s constantly shifting. Join us for a fascinating conversation with one of India’s most iconic VJs — a woman who’s navigated fame, reinvented herself, and is still cracking jokes along the way! 🎧 Listen To #HappyHourWithFinCocktail On Spotify: https://open.spotify.com/show/3RgIddLsD7mAgyKrlkOsXN    Find FinCocktail and Anuradha Menon on other social media: Website:  Instagram:  https://www.instagram.com/fincocktail/   https://www.instagram.com/exlolakutty/p/DGMuEUxSXaR/ YouTube:   https://www.youtube.com/@FinCocktail  LinkedIn:  https://www.linkedin.com/company/fincocktail/  https://www.linkedin.com/in/sayalirai/   X:  https://twitter.com/FinCocktail  https://x.com/exlolakutty  Facebook: https://www.facebook.com/exlolakutty/  --------------------------------------------------------------------  Credits: Shoot:  Sourabh Avate  Edit:  https://www.instagram.com/intriguingfilms/  https://www.instagram.com/anuragkawatra/ ---------------------------------------------- Disclaimer Financial products and instruments are subject to market risks and yields may fluctuate depending on various factors affecting the markets. There is no assurance or guarantee that the objectives of a portfolio will be achieved. Please refer to the relevant Disclosure Document and Client Agreement pertaining to a Portfolio scheme for portfolio specific risk factors. The Portfolio Manager and its affiliates, and any of its officers directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, exemplary, consequential, as also any loss of profit in any way arising from the use of this material in any manner. About FinCocktail: FinCocktail by Sayali Rai & Niyati Thaker is a one-stop shop for all your questions about personal finance. It was created to help young Indians understand and embrace their personal finances. It aims to become a source of inspiration to all who want to take charge of their financial futures. This season on the Happy Hour with FinCocktail Sayali & Niyati are on a mission to find out more about the journey of money. See how money flows through the system and in and out of our lives! Handling money is not easy, but it can be made simple if you get to know your money and its workings.  Building wealth is something everyone should be capable of. It's more of an art than a science and a skill that everyone can master.  Let them bring you real stories from real people who have been managing their own money for a while, so you can see how different avenues exist to generate wealth and reach your dream goals! So listen on and let's build some wealth together!

    1h 2m
  8. From Anand Rathi to LXME: Priti Rathi Gupta’s Path to Financial Freedom I HHwFC S4 E5

    02/14/2025

    From Anand Rathi to LXME: Priti Rathi Gupta’s Path to Financial Freedom I HHwFC S4 E5

    What could be better than a strong, independent woman in business? In today's episode of Happy Hour with FinCocktail, our co-managing partner, Niyati Thaker, sits down with Priti Rathi Gupta, the visionary founder of LXME. Priti shares her incredible journey as a woman in business and the obstacles she overcame to achieve her success.From establishing the commodities market at Anand Rathi to launching her own business, Priti has made her mark in the finance industry. LXME aims to simplify investments with its groundbreaking app.As a strong advocate for financial independence, Priti passionately believes that when women achieve financial freedom, they unlock the ability to pursue their passions and live life on their own terms. She discusses the multifaceted nature of women and how balancing career ambitions with personal dreams can lead to true fulfillment.Through her work at LXME, Priti has revolutionized how women approach financial planning, making it easier than ever to invest smartly and confidently. In this video, she offers valuable insights, provides empowering advice for women in business, and encourages everyone to take control of their financial futures.1:18 - Meet Priti Rathi Gupta—finance leader, entrepreneur, and changemaker! 2:00 - Her incredible career path and early beginnings 6:13 - Juggling it all like a pro—how does she do it? 9:58 - The mastermind behind Anand Rathi’s commodities and exchange desk 15:02 - The turning points and challenges that led to the birth of LXME! 18:38 - Why every woman should be a part of the LXME community 25:15 - Tech, digitization, and finance—how it’s reshaping women’s relationship with money 29:19 - Is "community" just a buzzword, or does it hold real value? 32:16 - Chasing reckless growth is a trap—here’s how she builds sustainably 35:35 - The real reason women fall behind financially—it all starts with education 37:00 - Women of LXME 39:13 - What’s next? A sneak peek into her future projects 41:47 - The investment strategies she swears by 47:00 - Markets are unpredictable—how can an investor build confidence? 51:59 - If there’s one financial instrument you MUST have, it’s this! 52:52 - Starting your investment journey? Her golden piece of advice!Find FinCocktail and Priti Rathi Gupta on other social media:Instagram: https://www.instagram.com/fincocktail/ https://www.instagram.com/pritirathiguptaofficial?igsh=MWd3enZjeWV6NHRvdg== https://www.instagram.com/lxmeofficial?igsh=ZWN4Z3BjMGRsb3M1 YouTube: https://www.youtube.com/@FinCocktail LinkedIn: https://www.linkedin.com/company/fincocktail/ https://www.linkedin.com/in/sayalirai/ https://www.linkedin.com/in/pritirathigupta?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_appX: https://twitter.com/FinCocktail https://x.com/PritiRathiGupta?t=x7J7UUmmd8hEI5pX0LU5sw&s=09-------------------------------------------------------------------- Credits:Shoot: CinFin MediaEdit: https://www.instagram.com/intriguingfilms/ https://www.instagram.com/anuragkawatra/----------------------------------------------DisclaimerFinancial products and instruments are subject to market risks and yields may fluctuate depending on various factors affecting the markets. There is no assurance or guarantee that the objectives of a portfolio will be achieved. Please refer to the relevant Disclosure Document and Client Agreement pertaining to a Portfolio scheme for portfolio specific risk factors. The Portfolio Manager and its affiliates, and any of its officers directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, exemplary, consequential, as also any loss of profit in any way arising from the use of this material in any manner.

    57 min
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Personal finance tops the list of things that we aren't taught in school. It's a skill everyone needs to master, but very few talk about it. Set out on this journey of money with Sayali Rai and Niyati Thaker from FinCocktail. They have cracked the code to building wealth, know how to mix the perfect finance cocktail, and are now on a mission to demystify these concepts for you. Check them out on Instagram and hear from them firsthand on the Finance Happy Hour!

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