Moneywise Moneywise

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). 

From navigating India's growing financial landscape to practical advice on avoiding investment blunders, this conversation is a must-listen for anyone looking to make informed financial decisions.

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. 

With the industry's remarkable growth, Kalpesh provides clarity on how to navigate through the maze of information and misinformation. Gain insights into making informed decisions and avoid common investment pitfalls.

"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. 

“The DNA of investing in small caps is quite different from large caps. If someone can execute great research, great risk management, I think the potential returns on offer are going to be attractive. It may need patience and tolerance for volatility.”  


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.

“Have you ever heard of a retirement loan or loan for your old age? There isn’t one. In your old age, you’re not actively earning money. You’ll spend 20 to 30 years in this phase of life but there is no loan for it. You’ll be able to pursue all your interests and contribute to society and your near-and-dear ones only if your own financial independence is taken care of. It’s never too late. Start today.” 


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.