Nirav Panchmatia on Money

Mr. Nirav Panchmatia

Mr Nirav Panchmatia discusses the first principles of investing & aims to add to the body of knowledge in the world of Investing; anybody & everybody who wants to master the fine art of Investing must listen to this podcast; here you will learn about various Investment options their pros & cons; the fine art of equity investing; Mutual Funds; and the art of creating & preserving Wealth; also expect some great Interviews of renewed Investment Experts

  1. S2 E11 | How a Seasoned Stock Broker Views The Market | Ft. Jimeet Modi , CEO of Samco MF

    11/22/2024

    S2 E11 | How a Seasoned Stock Broker Views The Market | Ft. Jimeet Modi , CEO of Samco MF

    Welcome to our Podcast which is all about Investing Wisdom! In this 11th Episode of Season 2, we dive into an engaging discussion with Mr. Jimeet Modi, CEO -  @SamcoMutualFund  , A pioneering financial company dedicated to delivering smart, research-focused mutual fund solutions. With deep expertise in finance and investment, Jimeet has been instrumental in shaping SAMCO’s innovative approach to fund management, which prioritizes capital efficiency and long-term performance. As a Chartered Accountant with a strong background in stock markets and financial technology, Jimeet leads SAMCO MF with a commitment to creating transparent, investor-centric products. Episode Highlights: 1. About SAMCO Group : Its Journey, Learnings, Aspirations & What makes it Unique. 2. Why do investors make money in the long run? 3. Warren Buffett’s : 3 ways to go Broke… 4. Why should Gen Z steer away from Turnaround Stories & Multi-Baggers? 5. SAMCO philosophy of stock picking? 6. The importance of creating a FRAMEWORK and a WELL DEFINED System to Buy & Sell Stocks… 7.The 4 Fundamental Questions of Stock Picking… 8.The Role of Technology in the Evolution of SAMCO Group… 9.Understanding Algo Trading 10.Absolute Momentum V/s. Regular Momentum 11.What are Overnight Funds? 12.The most common mistake made by the majority of High Net Worth Individuals (HNIs)... 13.Why is it essential to keep investing, even when your business is thriving? 14.Defining The Elitist Mindset.. 15.How does a MF Distributor help an investor stay on its course and justify value? Tune in to gain insights from a true equity veteran!

    1h 16m
  2. S2 E10 | An Equity Veteran Speaks on Stock Market | Ft. Dinshaw Irani, CEO of Helios Capital

    10/25/2024

    S2 E10 | An Equity Veteran Speaks on Stock Market | Ft. Dinshaw Irani, CEO of Helios Capital

    Welcome to our podcast, dedicated to sharing Investing Wisdom! In this 10th episode of Season 2, we delve into a captivating discussion with Mr. Dinshaw Irani, CEO of Helios Capital Asset Management (India) Pvt. Ltd. With nearly 30 years of experience in the financial industry, Mr. Irani has held key roles in investment management, portfolio management, and research. Mr. Irani was the Principal Portfolio Manager at ShareKhan, where he pioneered their portfolio management services, and he also served as Vice President at Alliance Capital, covering the Asian Emerging Markets. Episode Highlights: - Mr. Dinshaw Irani’s illustrious 30-year career - The evolution of Indian Stock Markets - Performance of the NSE 500 over the past 25 years compared to other Emerging Asian Markets - Understanding QE (Quantitative Easing) and its impact on global stock markets - Why equity is globally seen as the best option for beating inflation - Key differences among US, India, and Japan markets - The significance of 1991 reforms in transforming the Indian economy and equity markets - What makes India unique as one of the best stock markets globally - The impact of demonetization on Pakistan's economy - Indian stock market performance across different political regimes - The success of paint and pipe companies in India - India’s equity risk premium advantage as a developing economy - FIIs’ perspective on the Indian equity market - Companies that have compounded wealth consistently over decades - The three types of companies according to Warren Buffett - The journey and investment philosophy of Helios Capital - The "Law of Elimination" practiced by Helios Group - Understanding off-shore funds - The potential for Indian equity to rank among the top 5 asset classes globally over the next decade - 8 key factors to consider when picking a stock—The Helios Way Tune in to gain insights from a true equity veteran! 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia

    53 min
  3. S2 E9 | How India's top PMS guy thinks about equity? | Ft. Prateek Agrawal: MD & CEO Motilal Oswal

    10/11/2024

    S2 E9 | How India's top PMS guy thinks about equity? | Ft. Prateek Agrawal: MD & CEO Motilal Oswal

    Welcome to Episode 9 of Season 2 of our Podcast series which is all about Investment Wisdom!🎙 As we dive into an engaging discussion with Mr. Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company Ltd. With close to three decades of experience in the Asset Management industry, his career has been marked by significant leadership roles in finance and investment management. He oversees a total AUM of approximately ₹1 Lakh Crore. Mr. Prateek Agrawal has held senior positions in other leading financial organizations like The ASK Group, shaping his deep expertise in investment strategies and market dynamics. Whether you're just starting out as an investor or aiming to sharpen your investment skills, this episode provides insightful tips and advice from an experienced veteran in the mutual funds industry. Highlights: - How should the GEN Z approach the subject of Equity? - The Shift in People's Psychology with respect to making investing decisions. - How the Indian Economy has transitioned from a TODDLER stage to a TEENAGER stage. - Can the next 3 decades beat the last 3 decades of the Indian Equity Market? - How India has emerged as a Hyper-competitive market. Topics Covered in This Episode: - How some of your biggest "SUCCESSES" could be your biggest "MISTAKES". - Equity investing - An ever-evolving & iterative process. - The importance of QUALITY for sustainable growth. - Growth is Good, but Cancerous Growth Kills. - Why Nations support Entrepreneurs. - How to identify the Multi-Baggers at their early stage. - The importance of Market Share - Are you at the winning or losing end? - The 1st Quality of a Good Management - Capital Allocation. - The Key to becoming a good Entrepreneur. - Key Factors that increase the probability of success. - What is "Cigar Butt Investing"? - Equity Vs. Fixed Income Products - Which is the right investment option and why? - Equity vs. Any Other Asset Class. - Mutual Funds vs. PMS & AIFs vs. Private Equity - Which is preferable and why? - What is the most valuable aspect of any business that creates the greatest impact? 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia

    58 min
  4. S2 E8 | He manages $800M from Singapore | Ft. Samir Arora: Founder of Helios Mutual Fund

    09/20/2024

    S2 E8 | He manages $800M from Singapore | Ft. Samir Arora: Founder of Helios Mutual Fund

    Welcome to our Podcast, which is all about Investment Wisdom! In this 8th Episode of Season 2, we kick off with an insightful discussion with Mr. Samir Arora, Founder & Fund Manager at Helios Capital Management Pte Ltd, Singapore. Samir Arora has a remarkable track record of being the longest-serving Fund Manager in the country. Helios Capital currently manages an AUM of approx. USD 800 Million. EPISODE HIGHLIGHTS: - The Key Learnings from the Indian Market in the last 3 decades - The Law of Elimination followed by the Helios Group - The Parameters of Stock Picking - The 2 Types of Stocks in a Portfolio: The Good Companies & The Emerging Good TOPICS COVERED IN THE EPISODE: - The right approach/philosophy for investing in equities - The role of psychology & government reforms in deciding the valuation of a company - Factors to consider when choosing a company or sector - The characteristics of stocks with respect to confidence vis-à-vis returns - The best philosophy for stock picking: Avoid the bad & reduce blunders - How time plays a decisive role in stock selection - What is "Potential for Disruption"? - The difference between not knowing everything vs. not knowing anything - The top 2 or 3 equity markets in the world worth betting on - Why China’s stock market returns didn’t mirror its economic growth and how India differs - The Chinese government's philosophy of "Shared Prosperity" - How algo trading has affected market dynamics - The phenomenon of the "Magnificent 7" stocks in the US 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia

    1h 18m
  5. S2 E7 | Why the World is Investing in India? Mr. Kailash Kulkarni: CEO HSBC Mutual Fund

    09/06/2024

    S2 E7 | Why the World is Investing in India? Mr. Kailash Kulkarni: CEO HSBC Mutual Fund

    Welcome to our Podcast which is all about Investing Wisdom! 📈 In this 7th Episode of Season 2, we dive into an engaging discussion with Mr. Kailash Kulkarni, CEO, HSBC Mutual Funds (which was earlier L&T Mutual fund) Whether you're a beginner investor or looking to refine your Investment skills, this episode offers valuable tips and guidance from a veteran of the Mutual Funds industry… Highlights - How Asia has proven to be a key driver of World Growth while the Western Economies have slowed down considerably - Why People are relocating from London (which is one of the financial capital of the world) to East Asia - How India’s standing amongst the Global Investment community has gone up manifold in recent years - When will Indian Equity stand out as an independently Asset class? - Why Majority of your money should go to the boring plain-vanilla MFs - What is The minimum ticket size to start investing in Mutual Fund today - A "Growth Plan" Compounds your Wealth at a faster rate than a dividend Plan? - The best strategy to create wealth through Mutual Fund Investing : "Fill it, Shut it, Forget it" - Give yourself a gift from your first salary, Start an SIP - SAARTHI ZAROORI HAIN: Why should someone not choose his/her Investment Products by Googling? - What is the investment philosophy of HSBC Mutual Fund? - Nirav Panchmatia's Hobbies besides managing Money ? 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia

    1h 10m
  6. S2 E6 | The Big Bull | Mr. Raamdeo Agrawal: Chairman & Co-Founder Motilal Oswal Group

    08/23/2024

    S2 E6 | The Big Bull | Mr. Raamdeo Agrawal: Chairman & Co-Founder Motilal Oswal Group

    Mr. Raamdeo Agrawal is one personality who needs no introduction; a Stock Market veteran who has co-founded the Motilal Oswal group & author of the now very famous Wealth Creation Studies (27 of which are already published). A man whose qualified for a rags to riches story that needs to be told & re-told … 🚀 So Welcome to our Podcast which is all about Investment Wisdom! 🎙 🔥 In the 6th Episode of Season 2 we have an enlightening discussion with none other than the BIG BULL himself, Mr. Raamdeo Agrawal: Chairman & Co-Founder: Motilal Oswal Financial Services Ltd. 💡 Episode Highlights: - - Learn the Secret to Mr. Raamdeo Agrawal’s success in the Stock Market… - Why he selected Hero Honda & why it turned out to be a multibagger for him - Understand The QGLP Framework for Stock selection created by Raamdeo Ji - Understand what makes India one of the Best Equity markets in The World - Study The Art of evaluating Great Management & Great Business - Understand The Key to creating Sustainable Wealth in the Stock Markets. - Why is Raamdeo Agrawal extremely Bullish on India? - Why he thinks that the coming few decades can be even better 📈Topics Covered: - What are the major reasons why most Youngsters don't create sustainable Wealth in the Stock Market ? - Understanding the Power of Compounding… - The Market’s Smarter Than You: Recognize This Early - Why is it the best time to invest in India? - The importance of Margin of Safety while investing - The crucial relationship between Skill and Money - The importance of Price while buying & Selling a Stock - Why Institutions invest in Passive Funds? - Do people really understand the power of Compounding? - How the current generation of management is far more competent than the previous generations. - Factors to look into a business before/while investing .. - The biggest risk for an investor in today’s time… - Understand the 3 types of Companies Great, Good & Gruesome according to Warren Buffett… 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia

    53 min
  7. S2 E5 (Part 2):The Fine Art of Investing Ft. Bharat Shah Director of The ASK Group |Nirav Panchmatia

    08/02/2024

    S2 E5 (Part 2):The Fine Art of Investing Ft. Bharat Shah Director of The ASK Group |Nirav Panchmatia

    Welcome to our Investing Wisdom Podcast! In the 5th episode of Season 2, we continue our insightful discussion with Mr. Bharat Shah, Executive Director of The ASK Group, India's largest and longest-running PMS player. 💡Episode Highlights: - The Art of Portfolio Construction - The Elixir of Equity Investing - The Fish & Pond Theory by Bharat Shah 💡Topics Covered: - Concentrated vs. Long Tail Portfolio - Investing as an Art & Science - The Wisdom of the Crowd: Its Prevalence and Impact on Markets - Concentrated PF vs. Diversified PF vs. Long Tail PF: What is the Right Approach? - What Leads to Mediocrity? - The Thin Line Between Knowledge/Conviction and Ignorance/Illusion - Deciding on Portfolio Weights: A Fundamental or Maintenance Decision? - How is the Greatest Wealth Created? - Can Holding One Multibagger Compensate for 15-20 Underperforming Stocks? - The Difference Between Uprooting, Trimming, and Beautifying - Why Human Minds Struggle with Geometric Progression - What Ultimately Compounds? - The Pros and Cons of Mechanical Long-Term Holdings - The Biggest Enemy of Good Investing - Parameters to Check Before Picking a Stock - Investing: A Combination of Many Dualities - Investing vs. Spirituality Don't miss this episode packed with valuable investment insights! 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia

    1h 9m

About

Mr Nirav Panchmatia discusses the first principles of investing & aims to add to the body of knowledge in the world of Investing; anybody & everybody who wants to master the fine art of Investing must listen to this podcast; here you will learn about various Investment options their pros & cons; the fine art of equity investing; Mutual Funds; and the art of creating & preserving Wealth; also expect some great Interviews of renewed Investment Experts